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iShares S&P 500 Value ETF

892 hedge funds and large institutions have $13.5B invested in iShares S&P 500 Value ETF in 2020 Q4 according to their latest regulatory filings, with 168 funds opening new positions, 292 increasing their positions, 269 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

522% more first-time investments, than exits

New positions opened: 168 | Existing positions closed: 27

384% more call options, than puts

Call options by funds: $13.6M | Put options by funds: $2.8M

27% more funds holding in top 10

Funds holding in top 10: 5671 (+15)

19% more capital invested

Capital invested by funds: $11.3B → $13.5B (+$2.21B)

16% more funds holding

Funds holding: 766892 (+126)

9% more repeat investments, than reductions

Existing positions increased: 292 | Existing positions reduced: 269

0.24% more ownership

Funds ownership: 72.01%72.25% (+0.24%)

Holders
892
Holders Change
+126
Holders Change %
+16.45%
% of All Funds
15.78%
Holding in Top 10
71
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+26.79%
% of All Funds
1.26%
New
168
Increased
292
Reduced
269
Closed
27
Calls
$13.6M
Puts
$2.8M
Net Calls
+$10.8M
Net Calls Change
+$5.78M
Name Holding Trade Value Shares
Change
Change in
Stake
BFEC
776
Benjamin F. Edwards & Company
Missouri
$116K -$82.6K -683 -43%
BWM
777
BerganKDV Wealth Management
Minnesota
$116K -$1.45K -12 -1%
LWA
778
Lenox Wealth Advisors
New York
$110K
SAS
779
Stelac Advisory Services
New York
$110K +$104K +858 New
CHA
780
Carmichael Hill & Associates
Maryland
$107K
BA
781
Ballast Advisors
Minnesota
$106K +$7.26K +60 +8%
LC
782
Lindbrook Capital
California
$101K -$19.2K -159 -17%
MAWCM
783
Mine & Arao Wealth Creation & Management
California
$97K +$605 +5 +0.7%
EW
784
Element Wealth
Mississippi
$95K -$6.05K -50 -6%
GWS
785
Glassman Wealth Services
Virginia
$90K
LB
786
Legacy Bridge
Iowa
$83K
PAI
787
Pittenger & Anderson Inc
Nebraska
$80K +$30.2K +250 +67%
TF
788
Tompkins Financial
New York
$79K -$30.5K -252 -29%
BSSFA
789
Baron Silver Stevens Financial Advisors
Florida
$79K +$75.3K +623 New
CAAS
790
Capital Asset Advisory Services
Michigan
$78K
RDFA
791
Ritter Daniher Financial Advisory
Ohio
$77K +$72.6K +600 New
CIA
792
Cascade Investment Advisors
Oregon
$76.8K
CWA
793
Clearview Wealth Advisors
Oregon
$75K +$70.9K +586 New
KC
794
Knuff & Co
California
$68K
RFWA
795
RPg Family Wealth Advisory
Massachusetts
$67.9K
TAM
796
Tucker Asset Management
Colorado
$67.7K +$64K +529 New
TCM
797
TD Capital Management
Tennessee
$67K +$363 +3 +0.6%
JFA
798
JNBA Financial Advisors
Minnesota
$66K +$27.8K +230 +80%
RIM
799
Rockbridge Investment Management
New York
$64K +$41.1K +340 +214%
BBHBI
800
B, B, H, & B Inc
Alabama
$62K +$58.8K +486 New