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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 %
BAAM
126
Baker Avenue Asset Management
California
$7.19M -$22.2M -230,831 -76%
BS
127
Banco Santander
Spain
$7.12M -$329K -3,422 -4%
CA
128
Centerpoint Advisors
Massachusetts
$6.85M +$487K +5,058 +8%
BOS
129
Bank of Stockton
California
$6.81M +$251K +2,607 +4%
SI
130
Stephens Inc
Arkansas
$6.72M +$283K +2,945 +4%
WP
131
WealthPLAN Partners
Nebraska
$6.57M +$6.34M +62,267 +2,777%
FAIM
132
Financial Advocates Investment Management
Washington
$6.53M -$3.11M -32,273 -32%
GL
133
Graypoint LLC
New York
$6.37M +$6.37M +66,222 New
SEI Investments
134
SEI Investments
Pennsylvania
$6.24M -$263K -2,735 -4%
Bank of New York Mellon
135
Bank of New York Mellon
New York
$6.15M -$315K -3,269 -5%
MGIA
136
Matthew Goff Investment Advisor
Texas
$5.93M +$1.96M +20,313 +49%
VR
137
Viridian RIA
Washington
$5.9M -$307K -3,188 -5%
AIM
138
Acropolis Investment Management
Missouri
$5.89M -$42.6K -443 -0.7%
Truist Financial
139
Truist Financial
North Carolina
$5.89M -$578 -6 -0%
CWM
140
Calamos Wealth Management
Illinois
$5.86M -$6.83M -70,982 -54%
EPP
141
ETF Portfolio Partners
Kansas
$5.78M -$5.26M -54,638 -48%
TPWA
142
TRUE Private Wealth Advisors
Oregon
$5.69M -$9.77M -101,469 -63%
AMG
143
Asset Management Group
Connecticut
$5.46M -$99.3K -1,032 -2%
BOTW
144
Bank of the West
California
$5.43M +$375K +3,900 +7%
AF
145
Advisornet Financial
Minnesota
$5.39M +$515K +5,350 +11%
WWM
146
Western Wealth Management
Colorado
$5.36M -$343K -3,565 -6%
IWA
147
Independence Wealth Advisors
Virginia
$5.34M +$24.8K +258 +0.5%
FTUS
148
Flow Traders U.S.
New York
$5.28M +$5.28M +54,860 New
LWA
149
LWS Wealth Advisors
New Jersey
$5.28M -$1.19M -12,385 -18%
GIA
150
Gladstone Institutional Advisory
Florida
$5.1M -$859K -8,921 -14%