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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 %
JFA
176
Johanson Financial Advisors
California
$4.55M -$149K -1,381 -3%
EFSCE
177
Enterprise Financial Services Corp (EFSC)
Missouri
$4.55M +$2.38K +22 +0.1%
LIA
178
LS Investment Advisors
Michigan
$4.53M -$22.2M -205,340 -83%
CA
179
Centerpoint Advisors
Massachusetts
$4.49M -$3.21M -29,653 -42%
LIA
180
LBMC Investment Advisors
Tennessee
$4.47M +$18.8K +174 +0.4%
ST
181
Smithfield Trust
Pennsylvania
$4.37M -$194K -1,797 -4%
TIM
182
Tortoise Investment Management
New York
$4.3M -$540K -4,990 -11%
BOTW
183
Bank of the West
California
$4.27M -$1.83M -16,869 -30%
GPA
184
Guidance Point Advisors
Massachusetts
$4.24M +$239K +2,209 +6%
UAS
185
United Asset Strategies
New York
$4.22M -$348K -3,219 -8%
CA
186
Clearstead Advisors
Ohio
$4.17M -$114K -1,055 -3%
SMG
187
Spectrum Management Group
Indiana
$4.14M -$489K -4,515 -11%
FWP
188
FAS Wealth Partners
Kansas
$4.12M +$240K +2,215 +6%
CA
189
Cetera Advisors
Colorado
$4.07M +$799K +7,387 +24%
IF
190
Ironwood Financial
Arizona
$4.05M +$3.68M +34,016 +1,001%
AWM
191
Avior Wealth Management
Nebraska
$4.04M -$54.4K -503 -1%
GWM
192
Geneos Wealth Management
Colorado
$4.02M -$64.2K -610 -2%
SNT
193
Security National Trust
West Virginia
$3.98M +$197K +1,823 +5%
Bank of New York Mellon
194
Bank of New York Mellon
New York
$3.98M -$2.93M -27,094 -42%
KPWG
195
KFA Private Wealth Group
Virginia
$3.95M +$463K +4,283 +13%
SG Americas Securities
196
SG Americas Securities
New York
$3.95M
5L
197
55I LLC
Massachusetts
$3.82M +$3.82M +35,316 New
SAM
198
Securian Asset Management
Minnesota
$3.76M +$21.6K +200 +0.6%
GG
199
GenWealth Group
New Jersey
$3.66M -$33.2K -307 -0.9%
SC
200
Savant Capital
Illinois
$3.66M -$1M -9,271 -22%