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iShares S&P 500 Value ETF

764 hedge funds and large institutions have $11.3B invested in iShares S&P 500 Value ETF in 2020 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 251 increasing their positions, 278 reducing their positions, and 46 closing their positions.

Holders
764
Holders Change
+6
Holders Change %
+0.79%
% of All Funds
15.46%
Holding in Top 10
56
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.82%
% of All Funds
1.13%
New
59
Increased
251
Reduced
278
Closed
46
Calls
$7.63M
Puts
$2.63M
Net Calls
+$5M
Net Calls Change
+$248K
Name Market Value Shares Shares
Change
Shares
Change %
KIA
601
KCM Investment Advisors
California
$233K 2,074
LS
602
Leelyn Smith
Illinois
$232K 2,066 -2,156 -51%
PMFA
603
Plante Moran Financial Advisors
Michigan
$232K 2,065 +1,442 +231%
HIA
604
Harbor Investment Advisory
Maryland
$231K 2,057 -288 -12%
FDS
605
Freedom Day Solutions
Texas
$231K 2,053 -142 -6%
WAP
606
Wealthcare Advisory Partners
Pennsylvania
$229K 2,034 +2,034 New
ONB
607
Old National Bancorp
Indiana
$228K 2,026
SPL
608
Smart Portfolios LLC
Washington
$226K 2,010
KM
609
Kalos Management
Georgia
$225K 1,952 -132 -6%
Wealth Enhancement Advisory Services
610
Wealth Enhancement Advisory Services
Minnesota
$225K 1,908
FNBOSM
611
First National Bank of South Miami
Florida
$223K 1,983 -66 -3%
VWM
612
Valley Wealth Managers
New Jersey
$223K 1,986 +16 +0.8%
SFG
613
Sowa Financial Group
Rhode Island
$222K 1,972 -1,068 -35%
OC
614
Oarsman Capital
Wisconsin
$222K 1,970 -55 -3%
PCA
615
Personal Capital Advisors
California
$222K 1,974 +1,974 New
CAG
616
Curtis Advisory Group
California
$221K 1,964
RRWA
617
Rainey & Randall Wealth Advisors
Florida
$221K 1,974 +1,974 New
BFA
618
Beacon Financial Advisory
Ohio
$220K 1,957 +4 +0.2%
SIC
619
Samalin Investment Counsel
New York
$214K 1,903 +11 +0.6%
CTB
620
Country Trust Bank
Illinois
$211K 1,877
GRP
621
Global Retirement Partners
California
$208K 1,846 -1,574 -46%
CCM
622
Covington Capital Management
California
$207K 1,833
ONST
623
Old North State Trust
North Carolina
$207K 1,837
CSPIA
624
Cary Street Partners Investment Advisory
Virginia
$207K 1,842 +1,842 New
GIA
625
Guyasuta Investment Advisors
Pennsylvania
$207K 1,842 +1,842 New