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iShares S&P 500 Value ETF

888 hedge funds and large institutions have $13.5B invested in iShares S&P 500 Value ETF in 2020 Q4 according to their latest regulatory filings, with 166 funds opening new positions, 291 increasing their positions, 269 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
888
Holders Change
+124
Holders Change %
+16.23%
% of All Funds
15.76%
Holding in Top 10
71
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+26.79%
% of All Funds
1.26%
New
166
Increased
291
Reduced
269
Closed
27
Calls
$13.6M
Puts
$2.8M
Net Calls
+$10.8M
Net Calls Change
+$5.78M
Name Holding Trade Value Shares
Change
Shares
Change %
SSB
626
Sandy Spring Bank
Maryland
$349K
GGS
627
Galvin Gaustad & Stein
Arizona
$349K +$349K +2,729 New
GCA
628
Gradient Capital Advisors
California
$347K
CIC
629
Carnegie Investment Counsel
Ohio
$345K
CCM
630
Cribstone Capital Management
Maine
$344K -$1.28K -10 -0.4%
FIB
631
First Interstate Bank
Montana
$343K
PCA
632
Personal Capital Advisors
California
$343K +$90K +702 +36%
PMFA
633
Plante Moran Financial Advisors
Michigan
$340K +$75.6K +590 +29%
LJAC
634
L.J. Altfest & Co
New York
$338K -$17.3K -135 -5%
FT
635
Fiduciary Trust
Massachusetts
$337K
IFA
636
Interactive Financial Advisors
Illinois
$334K -$16.3K -127 -5%
MC
637
Mathes Company
New York
$333K
WSFS
638
Wilmington Savings Fund Society
Delaware
$332K +$28K +219 +9%
RF
639
Rollins Financial
Georgia
$332K +$332K +2,591 New
CFA
640
CWS Financial Advisors
Michigan
$331K
CAM
641
Concorde Asset Management
Michigan
$330K
WTC
642
WhitTier Trust Company
Nevada
$328K
EVM
643
Eaton Vance Management
Massachusetts
$326K
FPGK
644
Financial Partners Group (Kansas)
Kansas
$325K +$787 +6 +0.2%
RIA
645
Realta Investment Advisors
Delaware
$324K +$28.7K +224 +10%
FWM
646
Filbrandt Wealth Management
Wisconsin
$320K
BFM
647
Boston Financial Management
Massachusetts
$319K
CPSAC
648
Chas P. Smith & Associates (CPS)
Florida
$317K
ST
649
Spinnaker Trust
Maine
$315K
BWP
650
Baldwin Wealth Partners
Massachusetts
$314K -$16.8K -131 -5%