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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.

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 Market Value Shares Shares
Change
Shares
Change %
BZWA
101
Blue Zone Wealth Advisors
California
$9.68M 100,614 +15,227 +18%
BOH
102
Bank of Hawaii
Hawaii
$9.63M 100,002 -4,016 -4%
PSUF
103
People's United Financial
Connecticut
$9.44M 98,035 +5,160 +6%
Rockefeller Capital Management
104
Rockefeller Capital Management
New York
$9.38M 97,420 +25,671 +36%
PAG
105
Private Advisor Group
New Jersey
$9.34M 97,070 -57,419 -37%
RCM
106
Requisite Capital Management
Texas
$9.18M 95,370 -26,650 -22%
LNWWM
107
Laird Norton Wetherby Wealth Management
California
$8.2M 85,227 -2,802 -3%
FMBTD
108
First Midwest Bank Trust Division
Illinois
$8.18M 85,025 -12,858 -13%
Creative Planning
109
Creative Planning
Kansas
$8.15M 84,700 +7,127 +9%
DSA
110
Droms Strauss Advisors
Missouri
$8.11M 84,214 +726 +0.9%
Natixis Advisors
111
Natixis Advisors
Massachusetts
$8.04M 83,505 +10,825 +15%
SAG
112
Spotlight Asset Group
Illinois
$7.94M 82,470 -2,863 -3%
Northern Trust
113
Northern Trust
Illinois
$7.9M 82,088 -8,117 -9%
OIA
114
OneDigital Investment Advisors
Kansas
$7.87M 81,479 +66,869 +458%
AWM
115
Argent Wealth Management
Massachusetts
$7.81M 79,264 +9,549 +14%
FAAS
116
First Allied Advisory Services
California
$7.74M 80,411 -5,964 -7%
Citigroup
117
Citigroup
New York
$7.64M 79,374 -1,153 -1%
Jane Street
118
Jane Street
New York
$7.61M 79,085 -15,139 -16%
AIA
119
Alera Investment Advisors
Illinois
$7.57M 78,558 -9,014 -10%
PIA
120
Powell Investment Advisors
Florida
$7.5M 77,949 +12,365 +19%
F
121
F3Logic
Minnesota
$7.5M 77,933 -4,701 -6%
CS
122
Comerica Securities
Michigan
$7.48M 77,680 +8,932 +13%
OMC
123
Old Mission Capital
Illinois
$7.36M 76,412 +76,412 New
MGIA
124
Moneta Group Investment Advisors
Missouri
$7.35M 76,332 +7,741 +11%
BFM
125
Broadview Financial Management
Wisconsin
$7.22M 74,973 +2,180 +3%