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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 %
TWA
701
TCI Wealth Advisors
Arizona
$28K -$18.8K -194 -40%
FFW
702
Fusion Family Wealth
New York
$28K
RFA
703
Reilly Financial Advisors
California
$28K
RP
704
Rice Partnership
Hawaii
$28K
TCOV
705
Trust Company of Vermont
Vermont
$27K +$579 +6 +2%
HPC
706
HM Payson & Co
Maine
$26K -$43.4K -457 -63%
WFMPM
707
Woodley Farra Manion Portfolio Management
Indiana
$26K -$11.4K -120 -30%
MA
708
MCF Advisors
Kentucky
$26K
AT
709
Arden Trust
Delaware
$26K +$26K +265 New
PP
710
PrairieView Partners
Minnesota
$26K +$26K +275 New
JFA
711
JNBA Financial Advisors
Minnesota
$25K
AIM
712
Axiom Investment Management
New York
$23K
IWMA
713
Ironwood Wealth Management (Arizona)
Arizona
$23K
GFPC
714
Global Financial Private Client
Florida
$22.2K
AIC
715
Archer Investment Corporation
Indiana
$21K -$10.7K -112 -34%
FWM
716
Focused Wealth Management
New York
$21K
CCM
717
Covington Capital Management
California
$21K +$8.74K +92 +71%
CFD
718
Creative Financial Designs
Indiana
$20K -$388K -3,956 -95%
PC
719
Permanens Capital
New York
$19K
DTIM
720
Danda Trouve Investment Management
Kansas
$19K +$4.75K +50 +33%
APWM
721
Atlas Private Wealth Management
New York
$18K +$96 +1 +0.5%
CAN
722
Claraphi Advisory Network
United States
$15K +$15K +153 New
SAM
723
S.A. Mason
Michigan
$14K +$193 +2 +1%
PWMG
724
Prestige Wealth Management Group
New Jersey
$13K -$2.68K -27 -17%
PCIA
725
Prime Capital Investment Advisors
Kansas
$13K