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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.

New
Increased
Maintained
Reduced
Closed
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 %
BFEC
251
Benjamin F. Edwards & Company
Missouri
$421K +$175K +1,892 +71%
BSB
252
Bangor Savings Bank
Maine
$418K -$23.8K -257 -5%
ONB
253
Old National Bancorp
Indiana
$410K +$85.1K +918 +26%
William Blair & Company
254
William Blair & Company
Illinois
$406K +$7.41K +80 +2%
RBC
255
Ronald Blue & Co
Georgia
$400K +$400K +4,319 New
BRWA
256
B. Riley Wealth Advisors
Florida
$394K -$11.2K -121 -3%
SAM
257
Summit Asset Management
Tennessee
$392K -$52.1K -563 -12%
LW
258
Linscomb Wealth
Texas
$392K
SSWM
259
Sheets Smith Wealth Management
North Carolina
$374K
WEC
260
Winslow Evans & Crocker
Massachusetts
$374K
RIA
261
Regal Investment Advisors
Michigan
$371K -$6.85K -74 -2%
BWM
262
Bernicke Wealth Management
Wisconsin
$369K -$80.6K -871 -18%
SFPM
263
Sensible Financial Planning & Management
Massachusetts
$365K +$143K +1,548 +65%
CM
264
Churchill Management
California
$356K -$112K -1,213 -24%
PFBT
265
Parkside Financial Bank & Trust
Missouri
$354K
FMW
266
Farr Miller & Washington
District of Columbia
$351K +$351K +3,790 New
AW
267
ACG Wealth
Georgia
$341K +$1.94K +21 +0.6%
NFG
268
Next Financial Group
Texas
$335K -$37.9K -410 -10%
CL
269
CPWM LLC
Washington
$334K +$32.5K +352 +11%
IAA
270
Ironsides Asset Advisors
North Carolina
$332K
HI
271
Horizon Investments
North Carolina
$331K
CCM
272
Condor Capital Management
New Jersey
$325K -$26.1K -282 -7%
LNC
273
Lincoln National Corp
Pennsylvania
$325K +$7.22K +78 +2%
ICAS
274
Investors Capital Advisory Services
Massachusetts
$324K +$13.4K +145 +4%
NAM
275
North American Management
Massachusetts
$305K