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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 %
PCIA
726
Prime Capital Investment Advisors
Kansas
$13K
AF
727
Affiance Financial
Minnesota
$13K +$2.22K +23 +21%
VNA
728
Valley National Advisers
Pennsylvania
$12K
HGWM
729
Harvest Group Wealth Management
Massachusetts
$11K
RCA
730
Rowland Carmichael Advisors
Arizona
$11K +$11K +110 New
TFA
731
Toth Financial Advisory
Virginia
$10K -$1.46K -15 -13%
EWM
732
Edge Wealth Management
New York
$10K
RE
733
RBC Europe
United Kingdom
$9.63K
PO
734
Private Ocean
California
$9K
HB
735
Horizon Bancorp
Indiana
$9K
JWM
736
Janiczek Wealth Management
Colorado
$8K -$3.22K -35 -29%
AIA
737
Armor Investment Advisors
North Carolina
$8K
IAS
738
IMA Advisory Services
Colorado
$8K
RCA
739
Ranch Capital Advisors
Florida
$8K +$8K +85 New
FRA
740
Front Row Advisors
California
$7K +$7K +70 New
CFN
741
Cordasco Financial Network
Florida
$6K
FCA
742
FinTrust Capital Advisors
South Carolina
$6K
PK
743
Pflug Koory
Nebraska
$6K
KFS
744
Kelly Financial Services
Massachusetts
$5.78K
LWA
745
Lowe Wealth Advisors
Maryland
$5K
IRC
746
Investors Research Corp
Georgia
$5K
HS
747
Horan Securities
United States
$5K +$5K +52 New
ACA
748
Aptus Capital Advisors
Alabama
$4K -$7.76K -95 -66%
LDFR
749
Lehman & Derafelo Financial Resources
Pennsylvania
$4K
PIP
750
Peachtree Investment Partners
Florida
$3K -$6.09K -71 -67%