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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 %
NL
776
NWAM LLC
Washington
-4,248 Closed
SBWM
777
Sunflower Bank Wealth Management
Arizona
-3,945 Closed
RIA
778
Regal Investment Advisors
Michigan
-3,566 Closed
SMFS
779
Squar Milner Financial Services
California
-3,224 Closed
RMA
780
Roffman Miller Associates
Pennsylvania
-2,931 Closed
MOS
781
MGO One Seven
Ohio
-2,903 Closed
Verition Fund Management
782
Verition Fund Management
Connecticut
-2,801 Closed
BCA
783
Biltmore Capital Advisors
New Jersey
-2,681 Closed
AF
784
Arrow Financial
New York
-2,644 Closed
HHRDM
785
H&H Retirement Design & Management
Nevada
-2,346 Closed
WJWM
786
Williams Jones Wealth Management
New York
-2,227 Closed
BB
787
Busey Bank
Illinois
-2,158 Closed
NAS
788
Nicolet Advisory Services
Wisconsin
-2,069 Closed
TA
789
TCG Advisors
Texas
-1,886 Closed
DY
790
Dowling & Yahnke
California
-1,850 Closed
WA
791
Waverly Advisors
Alabama
-1,805 Closed
HR
792
Howe & Rusling
New York
-1,170 Closed
KPW
793
Kore Private Wealth
New York
-1,142 Closed
CG
794
Cutler Group
California
-1,000 Closed
Bessemer Group
795
Bessemer Group
New Jersey
-844 Closed
PWP
796
Principle Wealth Partners
Connecticut
-462 Closed
RWB
797
RMR Wealth Builders
New Jersey
-381 Closed
BFIM
798
Beese Fulmer Investment Management
Ohio
-371 Closed
BEI
799
Benjamin Edwards Inc
Missouri
-331 Closed
AWM
800
Apollon Wealth Management
South Carolina
-288 Closed