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iShares S&P 500 Value ETF

758 hedge funds and large institutions have $11.1B invested in iShares S&P 500 Value ETF in 2020 Q2 according to their latest regulatory filings, with 75 funds opening new positions, 225 increasing their positions, 304 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
758
Holders Change
+2
Holders Change %
+0.26%
% of All Funds
15.58%
Holding in Top 10
55
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-15.38%
% of All Funds
1.13%
New
75
Increased
225
Reduced
304
Closed
68
Calls
$5.95M
Puts
$1.2M
Net Calls
+$4.75M
Net Calls Change
-$1.02M
Name Holding Trade Value Shares
Change
Shares
Change %
APWA
651
Atlas Private Wealth Advisors
New Jersey
$112K +$112K +1,035 New
S
652
SignatureFD
Georgia
$108K -$112K -1,030 -51%
MF
653
Manchester Financial
California
$108K
CG
654
Cutler Group
California
$108K +$108K +1,000 New
CFD
655
Creative Financial Designs
Indiana
$107K +$84.9K +785 +385%
PWM
656
Provident Wealth Management
Tennessee
$107K +$107K +987 New
LC
657
Lindbrook Capital
California
$102K +$102K +946 New
BWM
658
BerganKDV Wealth Management
Minnesota
$99K +$541 +5 +0.5%
LWA
659
Lenox Wealth Advisors
New York
$99K +$5.43K +50 +6%
DSC
660
Duncker Streett & Co
Missouri
$98K -$20.4K -189 -17%
TF
661
Tompkins Financial
New York
$94K
Bessemer Group
662
Bessemer Group
New Jersey
$91K -$644K -5,970 -88%
CHA
663
Carmichael Hill & Associates
Maryland
$91K
CFB
664
Cullen/Frost Bankers
Texas
$90K +$30.2K +278 +51%
CCA
665
Column Capital Advisors
Indiana
$87K +$43K +398 +98%
BA
666
Ballast Advisors
Minnesota
$83K
MAWCM
667
Mine & Arao Wealth Creation & Management
California
$81K +$1.19K +11 +1%
GWS
668
Glassman Wealth Services
Virginia
$76K
CL
669
Cabana LLC
Arkansas
$73K +$73K +677 New
CAAS
670
Capital Asset Advisory Services
Michigan
$71K -$20.6K -177 -23%
OIA
671
Optimum Investment Advisors
Illinois
$70K
LB
672
Legacy Bridge
Iowa
$70K
AssetMark Inc
673
AssetMark Inc
California
$70K +$70K +643 New
PMFA
674
Plante Moran Financial Advisors
Michigan
$67K
AWA
675
Arkadios Wealth Advisors
Georgia
$66.8K