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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 %
VNA
726
Valley National Advisers
Pennsylvania
$14K 125
AWM
727
Atticus Wealth Management
Florida
$13K 114 -54 -32%
RCA
728
Rowland Carmichael Advisors
Arizona
$12K 110
TFA
729
Toth Financial Advisory
Virginia
$12K 103
NFSG
730
Newbridge Financial Services Group
Florida
$12K 107 +107 New
PO
731
Private Ocean
California
$11K 100
EWM
732
Edge Wealth Management
New York
$11K 100
JAWM
733
J. Arnold Wealth Management
Ohio
$11K 100 +100 New
AssetMark Inc
734
AssetMark Inc
California
$10K 90 -553 -86%
PFO
735
Pathstone Family Office
New Jersey
$10K 93
JWM
736
Janiczek Wealth Management
Colorado
$10K 87
TWP
737
TFO Wealth Partners
Ohio
$10K 89 +89 New
TF
738
TimeScale Financial
Massachusetts
$9K 79
RCA
739
Ranch Capital Advisors
Florida
$9K 85
FRA
740
Front Row Advisors
California
$9K 70
AIA
741
Armor Investment Advisors
North Carolina
$9K 81
AW
742
Avion Wealth
Texas
$9K 77 +55 +250%
PIP
743
Peachtree Investment Partners
Florida
$8K 71
F
744
F3Logic
Minnesota
$7.94K 70,623 -7,621 -10%
FMP
745
Financial Management Professionals
Texas
$7K 60 -420 -88%
AP
746
Atwood & Palmer
Missouri
$7K 63 +63 New
KFS
747
Kelly Financial Services
Massachusetts
$6.75K 60
HB
748
Horizon Bancorp
Indiana
$6K 51 -44 -46%
IRC
749
Investors Research Corp
Georgia
$6K 50
IFAM
750
Institutional & Family Asset Management
Colorado
$5K 48