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iShares S&P 500 Value ETF

758 hedge funds and large institutions have $11.1B invested in iShares S&P 500 Value ETF in 2020 Q2 according to their latest regulatory filings, with 75 funds opening new positions, 225 increasing their positions, 304 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
758
Holders Change
+2
Holders Change %
+0.26%
% of All Funds
15.58%
Holding in Top 10
55
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-15.38%
% of All Funds
1.13%
New
75
Increased
225
Reduced
304
Closed
68
Calls
$5.95M
Puts
$1.2M
Net Calls
+$4.75M
Net Calls Change
-$1.02M
Name Holding Trade Value Shares
Change
Shares
Change %
PCIA
726
Prime Capital Investment Advisors
Kansas
$14K
SFA
727
Stewardship Financial Advisors
Georgia
$14K +$14K +125 New
RCA
728
Rowland Carmichael Advisors
Arizona
$12K
TFA
729
Toth Financial Advisory
Virginia
$11K
EWM
730
Edge Wealth Management
New York
$11K
PO
731
Private Ocean
California
$10K
HB
732
Horizon Bancorp
Indiana
$10K
PFO
733
Pathstone Family Office
New Jersey
$10K +$10K +93 New
RCA
734
Ranch Capital Advisors
Florida
$9K
JWM
735
Janiczek Wealth Management
Colorado
$9K
AIA
736
Armor Investment Advisors
North Carolina
$9K +$111 +1 +1%
TF
737
TimeScale Financial
Massachusetts
$9K +$9K +79 New
FRA
738
Front Row Advisors
California
$8K
PIP
739
Peachtree Investment Partners
Florida
$8K +$4.06K +36 +103%
PK
740
Pflug Koory
Nebraska
$7K
KFS
741
Kelly Financial Services
Massachusetts
$6.49K
CFN
742
Cordasco Financial Network
Florida
$6K
FCA
743
FinTrust Capital Advisors
South Carolina
$6K
IRC
744
Investors Research Corp
Georgia
$5K
IFAM
745
Institutional & Family Asset Management
Colorado
$5K +$5K +48 New
FFC
746
First Financial Corp
Indiana
$5K +$5K +49 New
NA
747
Nottingham Advisors
New York
$4.09K -$89 -809 -2%
FANJ
748
Financial Architects (New Jersey)
New Jersey
$4K +$4K +40 New
PWMG
749
Prestige Wealth Management Group
New Jersey
$3K -$11.6K -104 -79%
BWL
750
Bogart Wealth LLC
Virginia
$3K -$375 -4 -11%