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iShares S&P 500 Value ETF

756 hedge funds and large institutions have $10.2B invested in iShares S&P 500 Value ETF in 2020 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 242 increasing their positions, 307 reducing their positions, and 118 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
756
Holders Change
-65
Holders Change %
-7.92%
% of All Funds
16.7%
Holding in Top 10
65
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-17.72%
% of All Funds
1.44%
New
66
Increased
242
Reduced
307
Closed
118
Calls
$7.25M
Puts
$1.49M
Net Calls
+$5.76M
Net Calls Change
-$222K
Name Holding Trade Value Shares
Change
Shares
Change %
LGWM
651
Litman Gregory Wealth Management
California
$108K -$959 -10 -0.9%
WCG
652
Weaver Consulting Group
California
$108K
DSC
653
Duncker Streett & Co
Missouri
$105K -$28.8K -300 -22%
BCA
654
Berman Capital Advisors
Georgia
$96K
MF
655
Manchester Financial
California
$96K
BWM
656
BerganKDV Wealth Management
Minnesota
$88K
GSWM
657
Golden State Wealth Management
California
$86K -$396K -4,113 -82%
TF
658
Tompkins Financial
New York
$84K -$23.2K -241 -22%
LWA
659
Lenox Wealth Advisors
New York
$83K -$137K -1,421 -62%
CHA
660
Carmichael Hill & Associates
Maryland
$81K
CAAS
661
Capital Asset Advisory Services
Michigan
$79K -$4.52K -45 -5%
BA
662
Ballast Advisors
Minnesota
$74K
MAWCM
663
Mine & Arao Wealth Creation & Management
California
$71K +$9.62K +100 +16%
GWS
664
Glassman Wealth Services
Virginia
$68K +$10.9K +113 +19%
AWM
665
Atticus Wealth Management
Florida
$65K -$39.8K -411 -38%
LB
666
Legacy Bridge
Iowa
$63K -$28.5K -294 -31%
OIA
667
Optimum Investment Advisors
Illinois
$63K
PMFA
668
Plante Moran Financial Advisors
Michigan
$60K +$12.2K +127 +26%
AWA
669
Arkadios Wealth Advisors
Georgia
$58.1K
CIA
670
Cascade Investment Advisors
Oregon
$57.8K
KFI
671
Key Financial Inc
Pennsylvania
$56K +$56K +571 New
CFB
672
Cullen/Frost Bankers
Texas
$53K +$9.64K +100 +22%
RFWA
673
RPg Family Wealth Advisory
Massachusetts
$51K
VCP
674
Verus Capital Partners
Arizona
$50K
TCM
675
TD Capital Management
Tennessee
$49K +$30.7K +322 +168%