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iShares S&P 500 Value ETF

359 hedge funds and large institutions have $5.04B invested in iShares S&P 500 Value ETF in 2014 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 136 increasing their positions, 92 reducing their positions, and 19 closing their positions.

Holders
359
Holders Change
+41
Holders Change %
+12.89%
% of All Funds
9.58%
Holding in Top 10
37
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+8.82%
% of All Funds
0.99%
New
63
Increased
136
Reduced
92
Closed
19
Calls
$1.37M
Puts
$947K
Net Calls
+$422K
Net Calls Change
+$467K
Name Market Value Shares Shares
Change
Shares
Change %
WG
251
Welch Group
Alabama
$415K 4,421 -1,454 -25%
William Blair & Company
252
William Blair & Company
Illinois
$403K 4,304 +794 +23%
LW
253
Linscomb Wealth
Texas
$397K 4,237
FA
254
FDx Advisors
Illinois
$384K 4,094 +4,094 New
RIA
255
Regal Investment Advisors
Michigan
$383K 4,083 -375 -8%
SSWM
256
Sheets Smith Wealth Management
North Carolina
$379K 4,037
WEC
257
Winslow Evans & Crocker
Massachusetts
$378K 4,036
NFG
258
Next Financial Group
Texas
$378K 4,033 -6,839 -63%
KL
259
KWMG LLC
Kansas
$378K 4,068 +4,068 New
CSIA
260
Charles Schwab Investment Advisory
California
$360K 3,835 +3,835 New
PFBT
261
Parkside Financial Bank & Trust
Missouri
$359K 3,829
CCM
262
Condor Capital Management
New Jersey
$356K 3,792 -72 -2%
AW
263
ACG Wealth
Georgia
$344K 3,665 -2,279 -38%
Two Sigma Investments
264
Two Sigma Investments
New York
$338K 3,600 -786 -18%
HI
265
Horizon Investments
North Carolina
$336K 3,580 -43 -1%
IAA
266
Ironsides Asset Advisors
North Carolina
$336K 3,585
ONB
267
Old National Bancorp
Indiana
$329K 3,507 -147 -4%
LNC
268
Lincoln National Corp
Pennsylvania
$322K 3,433 +825 +32%
SS
269
Simplicity Solutions
Minnesota
$321K 3,428 +3,428 New
Brown Advisory
270
Brown Advisory
Maryland
$317K 3,383 +3,383 New
ICAS
271
Investors Capital Advisory Services
Massachusetts
$315K 3,364 +800 +31%
TTWM
272
TCV Trust & Wealth Management
Virginia
$309K 3,302 -100 -3%
NAM
273
North American Management
Massachusetts
$309K 3,300
BBHC
274
Brown Brothers Harriman & Co
New York
$309K 3,299 +3,299 New
WCM
275
Wealthcare Capital Management
Virginia
$308K 3,285