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iShares S&P 500 Value ETF

314 hedge funds and large institutions have $4.33B invested in iShares S&P 500 Value ETF in 2014 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 135 increasing their positions, 83 reducing their positions, and 20 closing their positions.

Holders
314
Holders Change
+15
Holders Change %
+5.02%
% of All Funds
9.03%
Holding in Top 10
37
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+23.33%
% of All Funds
1.06%
New
37
Increased
135
Reduced
83
Closed
20
Calls
$1.85M
Puts
$6.09M
Net Calls
-$4.23M
Net Calls Change
-$428K
Name Holding Trade Value Shares
Change
Shares
Change %
CIA
226
Covington Investment Advisors
Pennsylvania
$452K
JIR
227
James Investment Research
Ohio
$444K
RCA
228
Rex Capital Advisors
Rhode Island
$438K
BFEC
229
Benjamin F. Edwards & Company
Missouri
$434K +$45.2K +500 +12%
SAM
230
Summit Asset Management
Tennessee
$433K -$25.6K -283 -6%
CPO
231
Cerity Partners OCIO
New York
$432K +$77.9K +864 +22%
BSB
232
Bangor Savings Bank
Maine
$431K
RIA
233
Regal Investment Advisors
Michigan
$402K +$26.8K +297 +7%
HIS
234
Horizon Investment Services
Indiana
$385K +$38K +421 +11%
LW
235
Linscomb Wealth
Texas
$383K +$28.9K +320 +8%
CCB
236
Cutter & Co Brokerage
Missouri
$369K +$369K +4,085 New
SSWM
237
Sheets Smith Wealth Management
North Carolina
$364K
MCM
238
Manchester Capital Management
Vermont
$361K
CCM
239
Condor Capital Management
New Jersey
$358K +$29.4K +326 +9%
ONB
240
Old National Bancorp
Indiana
$357K +$357K +3,953 New
BOK
241
Bank of Kentucky
Kentucky
$340K
IAA
242
Ironsides Asset Advisors
North Carolina
$324K +$324K +3,585 New
William Blair & Company
243
William Blair & Company
Illinois
$317K
TTWM
244
TCV Trust & Wealth Management
Virginia
$307K
NAM
245
North American Management
Massachusetts
$298K
WCM
246
Wealthcare Capital Management
Virginia
$297K -$6.24K -69 -2%
PFBT
247
Parkside Financial Bank & Trust
Missouri
$295K -$52.3K -579 -15%
FHA
248
First Horizon Advisors
Tennessee
$293K
SIMM
249
Stillwater Investment Management (Minnesota)
Minnesota
$286K +$1.45K +16 +0.5%
EWA
250
EP Wealth Advisors
California
$271K -$178K -1,975 -40%