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iShares S&P 500 Value ETF

355 hedge funds and large institutions have $4.8B invested in iShares S&P 500 Value ETF in 2015 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 142 increasing their positions, 116 reducing their positions, and 32 closing their positions.

Holders
355
Holders Change
-4
Holders Change %
-1.11%
% of All Funds
9.47%
Holding in Top 10
37
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.99%
New
32
Increased
142
Reduced
116
Closed
32
Calls
$2.27M
Puts
$481K
Net Calls
+$1.79M
Net Calls Change
+$1.37M
Name Holding Trade Value Shares
Change
Shares
Change %
PA
226
Parkside Advisors
California
$551K -$20.7K -223 -4%
HFS
227
HL Financial Services
Kentucky
$535K +$103K +1,111 +24%
NCM
228
Neumann Capital Management
California
$525K
NEPWA
229
New England Private Wealth Advisors
Massachusetts
$513K +$2.58K +28 +0.5%
BPC
230
Banque Pictet & Cie
Switzerland
$509K
KL
231
KWMG LLC
Kansas
$508K +$121K +1,270 +31%
BJL
232
Brighton Jones LLC
Washington
$505K +$2.87K +31 +0.6%
ST
233
Sageworth Trust
Pennsylvania
$501K
NDSI
234
Newman Dignan & Sheerar Inc
Rhode Island
$500K
DADC
235
D.A. Davidson & Co
Montana
$497K +$277 +3 +0.1%
BSW
236
Buckingham Strategic Wealth
Missouri
$492K +$24.8K +268 +5%
CL
237
Choreo LLC
Illinois
$480K +$185 +2 +0%
BDF
238
Balasa Dinverno & Foltz
$479K
CIA
239
Covington Investment Advisors
Pennsylvania
$463K
HS
240
Huntington Steele
Pennsylvania
$461K
DMC
241
Drexel Morgan & Co
Pennsylvania
$458K +$458K +4,950 New
SWP
242
Stratos Wealth Partners
Ohio
$455K -$116K -1,259 -20%
JIR
243
James Investment Research
Ohio
$455K
BOTW
244
Bank of the West
California
$454K -$59.9K -648 -12%
RCA
245
Rex Capital Advisors
Rhode Island
$449K
YP
246
Yellowstone Partners
Idaho
$449K +$7.87K +85 +2%
CIM
247
Confluence Investment Management
Missouri
$447K +$174K +1,883 +64%
AC
248
Alexandria Capital
Virginia
$437K -$2.59K -28 -0.6%
MCM
249
Manchester Capital Management
Vermont
$424K
CPO
250
Cerity Partners OCIO
New York
$421K +$556 +6 +0.1%