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iShares S&P 500 Value ETF

756 hedge funds and large institutions have $10.2B invested in iShares S&P 500 Value ETF in 2020 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 242 increasing their positions, 307 reducing their positions, and 118 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
756
Holders Change
-65
Holders Change %
-7.92%
% of All Funds
16.7%
Holding in Top 10
65
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-17.72%
% of All Funds
1.44%
New
66
Increased
242
Reduced
307
Closed
118
Calls
$7.25M
Puts
$1.49M
Net Calls
+$5.76M
Net Calls Change
-$222K
Name Holding Trade Value Shares
Change
Shares
Change %
LAS
851
Lloyd Advisory Services
Georgia
-$90K -689 Closed
MCWS
852
McKinley Carter Wealth Services
West Virginia
-$78K -599 Closed
Kayne Anderson Rudnick Investment Management
853
Kayne Anderson Rudnick Investment Management
California
-$75K -576 Closed
CHAM
854
Clear Harbor Asset Management
Connecticut
-$74.4K -572 Closed
RMAM
855
Raab & Moskowitz Asset Management
New Jersey
-$73K -562 Closed
CIM
856
Contravisory Investment Management
Massachusetts
-$62K -473 Closed
MIFH
857
Migdal Insurance & Financial Holdings
Israel
-$53K -409 Closed
FWM
858
FSA Wealth Management
Massachusetts
-$43K -327 Closed
FPS
859
Fieldpoint Private Securities
Connecticut
-$38K -295 Closed
PCA
860
Peddock Capital Advisors
Massachusetts
-$34K -262 Closed
HWM
861
Howard Wealth Management
Connecticut
-$32K -250 Closed
FCFS
862
First Command Financial Services
Texas
-$30K -234 Closed
FCB
863
First Command Bank
Texas
-$30K -234 Closed
NP
864
NorthRock Partners
Minnesota
-$27K -208 Closed
BCI
865
Brinker Capital Investments
Pennsylvania
-$25K -194 Closed
EAM
866
Eukles Asset Management
Ohio
-$21K -159 Closed
TF
867
TimeScale Financial
Massachusetts
-$18K -143 Closed
CBT
868
Capital Bank & Trust
California
-$17K -133 Closed
TI
869
tru Independence
Oregon
-$13K -133 Closed
SFA
870
Stewardship Financial Advisors
Georgia
-$16K -125 Closed
AssetMark Inc
871
AssetMark Inc
California
-$9K -71 Closed
DC
872
DeDora Capital
California
-$9K -68 Closed
GWMIA
873
Global Wealth Management Investment Advisory
Florida
-$5K -42 Closed
PCA
874
Providence Capital Advisors
North Carolina
-$5K -36 Closed
SHWM
875
Silicon Hills Wealth Management
Texas
-$195 -4 Closed