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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 %
SXL
751
Summit X LLC
Missouri
$4.39K 3,473 -227 -6%
HWA
752
HCR Wealth Advisors
California
$4K 32
SSW
753
Smith Shellnut Wilson
Mississippi
$3.8K 428 -3,376 -89%
BWL
754
Bogart Wealth LLC
Virginia
$3K 28 -4 -13%
CAGAS
755
Capital Advisory Group Advisory Services
Minnesota
$3K 29
BW
756
Bison Wealth
Georgia
$3K 26
HS
757
Horan Securities
United States
$3K 23 +1 +5%
SFC
758
SYM Financial Corp
Indiana
$3K 27 +27 New
CIAS
759
CBIZ Investment Advisory Services
Ohio
PCS
760
Personal CFO Solutions
New Jersey
$1K 8,079 -856 -10%
ICM
761
Islay Capital Management
Texas
$1K 7 -467 -99%
NL
762
NVWM LLC
Pennsylvania
$1K 7
SA
763
SRH Advisors
Kansas
$1K 8
Koshinski Asset Management
764
Koshinski Asset Management
Illinois
$392 3,330 -115 -3%
FCA
765
FinTrust Capital Advisors
South Carolina
$20 177 +117 +195%
ECM
766
ExodusPoint Capital Management
New York
-78,600 Closed
RCM
767
Requisite Capital Management
Texas
-77,548 Closed
FCC
768
Florin Court Capital
United Kingdom
-25,073 Closed
Millennium Management
769
Millennium Management
New York
-22,367 Closed
BOS
770
Bank of Stockton
California
-18,449 Closed
FEG
771
Financial Enhancement Group
Indiana
-14,961 Closed
BP
772
BBR Partners
New York
-14,184 Closed
SLWS
773
Swaine & Leidel Wealth Services
Florida
-6,422 Closed
SMG
774
Smart Money Group
Texas
-6,362 Closed
LWAC
775
Laurel Wealth Advisors (California)
California
-6,256 Closed