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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 %
GJIC
801
Gamble Jones Investment Counsel
California
-$230K -2,386 Closed
Calamos Advisors
802
Calamos Advisors
Illinois
-$229K -2,379 Closed
BRWM
803
B. Riley Wealth Management
Tennessee
-$227K -2,359 Closed
Two Sigma Advisers
804
Two Sigma Advisers
New York
-$221K -2,300 Closed
PP
805
PagnatoKarp Partners
Virginia
-$212K -2,202 Closed
WG
806
Welch Group
Alabama
-$180K -1,874 Closed
WCM
807
Wealthcare Capital Management
Virginia
-$173K -1,797 Closed
SWA
808
Stratos Wealth Advisors
Ohio
-$157K -1,633 Closed
WAP
809
Wealthcare Advisory Partners
Pennsylvania
-$139K -1,448 Closed
PAA
810
Peregrine Asset Advisers
Oregon
-$134K -1,395 Closed
GSWM
811
Golden State Wealth Management
California
-$86K -893 Closed
KFI
812
Key Financial Inc
Pennsylvania
-$56K -571 Closed
NEIRG
813
New England Investment & Retirement Group
Massachusetts
-$42K -438 Closed
CFFP
814
Center for Financial Planning
Michigan
-$36K -370 Closed
OFG
815
OmniStar Financial Group
North Carolina
-$34K -349 Closed
MCM
816
McMillion Capital Management
North Carolina
-$30K -315 Closed
AT
817
Arden Trust
Delaware
-$26K -265 Closed
AIM
818
Axiom Investment Management
New York
-$23K -241 Closed
DTIM
819
Danda Trouve Investment Management
Kansas
-$19K -200 Closed
PC
820
Permanens Capital
New York
-$19K -199 Closed
CAN
821
Claraphi Advisory Network
United States
-$15K -153 Closed
SAM
822
S.A. Mason
Michigan
-$14K -145 Closed
HGWM
823
Harvest Group Wealth Management
Massachusetts
-$11K -117 Closed
RE
824
RBC Europe
United Kingdom
-$9.63K -100 Closed
IAS
825
IMA Advisory Services
Colorado
-$8K -81 Closed