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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 %
TTWM
276
TCV Trust & Wealth Management
Virginia
$296K -$9.24K -100 -3%
SEI Investments
277
SEI Investments
Pennsylvania
$290K +$152K +1,648 +111%
SIMM
278
Stillwater Investment Management (Minnesota)
Minnesota
$279K +$1.67K +18 +0.6%
EWA
279
EP Wealth Advisors
California
$278K -$4.63K -50 -2%
DY
280
Dowling & Yahnke
California
$277K -$14.7K -159 -5%
FHA
281
First Horizon Advisors
Tennessee
$276K
FCI
282
Financial Counselors Inc
Kansas
$276K +$7.78K +84 +3%
PSI
283
Pinnacle Summer Investments
Virginia
$270K +$832 +9 +0.3%
PAM
284
Peak Asset Management
Colorado
$267K
FWP
285
FAS Wealth Partners
Kansas
$265K +$1.67K +18 +0.6%
OC
286
Oarsman Capital
Wisconsin
$262K +$2.78K +30 +1%
BOK
287
Bank of Kentucky
Kentucky
$259K -$19.9K -215 -7%
MC
288
Mathes Company
New York
$259K
AIM
289
Advantage Investment Management
Iowa
$257K -$236K -2,552 -48%
CB
290
Commerce Bank
Missouri
$252K
CAL
291
Capital Advisors Ltd
Ohio
$252K +$371 +4 +0.1%
MG
292
Mather Group
Illinois
$250K +$250K +2,701 New
JIC
293
Johnson Investment Counsel
Ohio
$245K +$245K +2,652 New
FMBTD
294
First Midwest Bank Trust Division
Illinois
$238K +$238K +2,570 New
CPSAC
295
Chas P. Smith & Associates (CPS)
Florida
$237K +$1.85K +20 +0.8%
PMG
296
ProVise Management Group
Florida
$235K +$235K +2,539 New
LCM
297
Lucas Capital Management
New Jersey
$234K +$1.3K +14 +0.6%
CCMD
298
Cypress Capital Management (Delaware)
Delaware
$233K
CIA
299
Choate Investment Advisors
Massachusetts
$226K
MWP
300
MYCIO Wealth Partners
Pennsylvania
$225K +$1.39K +15 +0.6%