IVE icon

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 %
NCM
101
Narwhal Capital Management
Georgia
$11.4M 101,364 -15,473 -13%
A
102
AdvicePeriod
California
$10.8M 96,057 -7,359 -7%
PGFC
103
Peapack-Gladstone Financial Corp
New Jersey
$10.8M 95,909 -6,392 -6%
CFA
104
Cahill Financial Advisors
Minnesota
$10.6M 94,284 -1,847 -2%
AIG
105
American International Group
New York
$10.5M 93,760 -9,053 -9%
FAIM
106
Financial Advocates Investment Management
Washington
$10M 89,197 +22,548 +34%
SAG
107
Spotlight Asset Group
Illinois
$9.87M 87,767 +3,063 +4%
PAG
108
Private Advisor Group
New Jersey
$9.77M 87,601 +123 +0.1%
OIA
109
OneDigital Investment Advisors
Kansas
$9.76M 86,783 +430 +0.5%
Citigroup
110
Citigroup
New York
$9.75M 86,710 -2,075 -2%
Natixis Advisors
111
Natixis Advisors
Massachusetts
$9.72M 86,461 +2,769 +3%
FMWA
112
Forvis Mazars Wealth Advisors
Missouri
$9.71M 86,367 -27,757 -24%
Creative Planning
113
Creative Planning
Kansas
$9.3M 82,713 -299 -0.4%
LNWWM
114
Laird Norton Wetherby Wealth Management
California
$8.82M 78,386
TPCW
115
TD Private Client Wealth
New York
$8.6M 76,520 +901 +1%
CS
116
Comerica Securities
Michigan
$8.54M 75,956 -3,265 -4%
PFA
117
Pure Financial Advisors
California
$8.32M 73,956 -1,480 -2%
MGIA
118
Moneta Group Investment Advisors
Missouri
$8.16M 72,521 -6,797 -9%
VR
119
Viridian RIA
Washington
$8.04M 71,485 +1,737 +2%
WP
120
WealthPLAN Partners
Nebraska
$8.04M 66,618 +999 +2%
SIAM
121
Sterling Investment Advisors (Missouri)
Missouri
$8M 71,107 +27,188 +62%
VMPIC
122
Varma Mutual Pension Insurance Co
Finland
$7.9M 70,218 -472,276 -87%
Northern Trust
123
Northern Trust
Illinois
$7.82M 69,530 +3,127 +5%
AIA
124
Alera Investment Advisors
Illinois
$7.79M 69,255 -247 -0.4%
FAAS
125
First Allied Advisory Services
California
$7.56M 67,192 -13,735 -17%