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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 %
FMP
676
Financial Management Professionals
Texas
$46K -$3.31M -34,527 -99%
CCMIC
677
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$46K
LF
678
Lee Financial
Texas
$44K -$1.73K -18 -4%
POIA
679
Pin Oak Investment Advisors
Texas
$44K
SWM
680
Sugarloaf Wealth Management
Georgia
$42K -$253K -2,655 -86%
LWM
681
Liberty Wealth Management
California
$42K -$34.4K -355 -45%
NEIRG
682
New England Investment & Retirement Group
Massachusetts
$42K +$42K +438 New
CFO
683
CVA Family Office
Colorado
$41K +$41K +424 New
CCA
684
Column Capital Advisors
Indiana
$39K -$40.2K -420 -51%
ME
685
McIlrath & Eck
Washington
$38K -$2.05K -21 -5%
SIS
686
SVB Investment Services
Utah
$38K
SFSIG
687
San Francisco Sentry Investment Group
California
$38K
FCM
688
Firestone Capital Management
Florida
$37K
CFFP
689
Center for Financial Planning
Michigan
$36K -$76K -781 -68%
PAI
690
Pittenger & Anderson Inc
Nebraska
$36K -$34K -354 -49%
First Manhattan
691
First Manhattan
New York
$35K -$16.4K -171 -32%
MIM
692
Macroview Investment Management
Maryland
$35K +$15.4K +161 +79%
SBL
693
Sargent Bickham Lagudis
Colorado
$34K -$5.63K -58 -14%
OFG
694
OmniStar Financial Group
North Carolina
$34K +$34K +349 New
SW
695
SVB Wealth
Massachusetts
$32K -$1.05M -10,895 -97%
WT
696
Washington Trust
Rhode Island
$32K +$32K +333 New
HWA
697
HHM Wealth Advisors
Tennessee
$31K +$31K +324 New
MCM
698
McMillion Capital Management
North Carolina
$30K
SC
699
Stratford Consulting
Texas
$29K -$643K -6,678 -96%
GI
700
Gradient Investments
Minnesota
$28K -$139K -1,429 -83%