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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 Holding Trade Value Shares
Change
Shares
Change %
EA
51
Efficient Advisors
Ohio
$25.5M -$797K -7,090 -3%
FA
52
FCG Advisors
New Jersey
$25.1M +$808K +7,187 +3%
RCAG
53
Rehmann Capital Advisory Group
Michigan
$24.6M +$485K +4,316 +2%
Thrivent Financial for Lutherans
54
Thrivent Financial for Lutherans
Minnesota
$22.2M +$4.53M +40,281 +26%
AIP
55
Ameritas Investment Partners
Nebraska
$22.2M +$191K +1,700 +0.9%
LL
56
LPWM LLC
Minnesota
$22.1M +$634K +5,633 +3%
CCFM
57
Clear Creek Financial Management
Washington
$21.6M +$21.6M +192,114 New
PWM
58
Praetorian Wealth Management
California
$21.5M +$1.06M +9,461 +5%
GT
59
Greenleaf Trust
Michigan
$21.3M -$339K -3,012 -2%
Baird Financial Group
60
Baird Financial Group
Wisconsin
$20.2M +$188K +1,673 +0.9%
QIM
61
Quest Investment Management
Oregon
$20.2M
MCM
62
MV Capital Management
Maryland
$20M +$2.03M +18,084 +11%
PWAG
63
Polaris Wealth Advisory Group
California
$19.5M -$6.85M -59,759 -26%
UB
64
UMB Bank
Missouri
$18.5M
VC
65
Vicus Capital
Pennsylvania
$18.1M -$146K -1,302 -0.8%
Janney Montgomery Scott
66
Janney Montgomery Scott
Pennsylvania
$17.9M -$13.4M -119,243 -43%
SPC
67
Sigma Planning Corp
Michigan
$17.9M +$1.83M +16,274 +11%
KL
68
KWMG LLC
Kansas
$17.6M -$562K -5,001 -3%
MA
69
MUFG Americas
New York
$17.3M -$24.5K -218 -0.1%
HF
70
Halpern Financial
Virginia
$17.3M +$741K +6,592 +4%
Jones Financial Companies
71
Jones Financial Companies
Missouri
$17.2M -$5.66K -51 -0%
MML Investors Services
72
MML Investors Services
Massachusetts
$17.2M +$635K +5,651 +4%
MMA
73
Miracle Mile Advisors
California
$17.1M +$660K +5,869 +4%
LFS
74
Lutz Financial Services
Nebraska
$16.9M -$214K -1,903 -1%
ISWM
75
Independent Solutions Wealth Management
New York
$16.9M +$287K +2,553 +2%