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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 %
JWA
651
JFS Wealth Advisors
Pennsylvania
$139K 1,234
CCA
652
Column Capital Advisors
Indiana
$137K 1,218 +413 +51%
CFD
653
Creative Financial Designs
Indiana
$134K 1,191 +202 +20%
CF
654
Centaurus Financial
California
$130K 1,152 -518 -31%
Lazard Asset Management
655
Lazard Asset Management
New York
$129K 1,150
LGWM
656
Litman Gregory Wealth Management
California
$127K 1,126
WCG
657
Weaver Consulting Group
California
$126K 1,120
WP
658
WealthShield Partners
North Carolina
$125K 1,112
FCH
659
Freestone Capital Holdings
Washington
$121K 1,077 +1,077 New
S
660
SignatureFD
Georgia
$118K 1,046 +51 +5%
APWA
661
Atlas Private Wealth Advisors
New Jersey
$116K 1,035
MF
662
Manchester Financial
California
$112K 1,000
CPW
663
Catalyst Private Wealth
California
$112K 1,000 +1,000 New
AA
664
Advisory Alpha
Michigan
$110K 955 +955 New
LC
665
Lindbrook Capital
California
$106K 946
BWM
666
BerganKDV Wealth Management
Minnesota
$103K 918 +3 +0.3%
DSC
667
Duncker Streett & Co
Missouri
$102K 911 +5 +0.6%
TF
668
Tompkins Financial
New York
$98K 871
LWA
669
Lenox Wealth Advisors
New York
$97K 862 -50 -5%
CHA
670
Carmichael Hill & Associates
Maryland
$94K 839
EW
671
Element Wealth
Mississippi
$89K 791 -699 -47%
BA
672
Ballast Advisors
Minnesota
$86K 766
MAWCM
673
Mine & Arao Wealth Creation & Management
California
$85K 754 +5 +0.7%
GWS
674
Glassman Wealth Services
Virginia
$79K 703
LB
675
Legacy Bridge
Iowa
$73K 650