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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 %
WT
701
Washington Trust
Rhode Island
$37K 333
HWA
702
HHM Wealth Advisors
Tennessee
$36K 324
POIA
703
Pin Oak Investment Advisors
Texas
$34K 305 -150 -33%
RP
704
Rice Partnership
Hawaii
$33K 292
FFW
705
Fusion Family Wealth
New York
$33K 290
RFA
706
Reilly Financial Advisors
California
$33K 290
TWA
707
TCI Wealth Advisors
Arizona
$32K 289
JFA
708
JNBA Financial Advisors
Minnesota
$32K 287 +30 +12%
GI
709
Gradient Investments
Minnesota
$31K 275 -49 -15%
PP
710
PrairieView Partners
Minnesota
$31K 275
First Manhattan
711
First Manhattan
New York
$31K 279
MA
712
MCF Advisors
Kentucky
$30K 271
SL
713
Savior LLC
Massachusetts
$26K 230
IWMA
714
Ironwood Wealth Management (Arizona)
Arizona
$26K 243
AIC
715
Archer Investment Corporation
Indiana
$24.6K 219
FWM
716
Focused Wealth Management
New York
$24K 213
IBOK
717
Independence Bank of Kentucky
Kentucky
$24K 212 +212 New
APWM
718
Atlas Private Wealth Management
New York
$21K 187
LDFR
719
Lehman & Derafelo Financial Resources
Pennsylvania
$20K 182
OC
720
Oakworth Capital
Alabama
$19K 168
RIM
721
Rockbridge Investment Management
New York
$18K 159
TCOV
722
Trust Company of Vermont
Vermont
$16K 139 -141 -50%
AF
723
Affiance Financial
Minnesota
$15K 135
PFWA
724
Paces Ferry Wealth Advisors
Georgia
$15K 130 +130 New
TI
725
tru Independence
Oregon
$15K 133 +133 New