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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 %
CIA
301
Choate Investment Advisors
Massachusetts
$229K 2,440
AL
302
Aspiriant LLC
California
$228K 2,430 +6 +0.2%
MWP
303
MYCIO Wealth Partners
Pennsylvania
$227K 2,420 +13 +0.5%
SFPM
304
Sensible Financial Planning & Management
Massachusetts
$225K 2,400 -89 -4%
FMWA
305
Forvis Mazars Wealth Advisors
Missouri
$223K 2,375
BRWM
306
B. Riley Wealth Management
Tennessee
$218K 2,325
MBT
307
Montecito Bank & Trust
California
$211K 2,250
WTC
308
WhitTier Trust Company
Nevada
$209K 2,230
AIA
309
Alerus Investment Advisors
Minnesota
$208K 2,220
MWM
310
Modera Wealth Management
New Jersey
$207K 2,208 +2,208 New
GT
311
Glenmede Trust
Pennsylvania
$198K 2,112
EAMA
312
EFG Asset Management (Americas)
Florida
$188K 2,000 +2,000 New
PFG
313
Pacific Financial Group
Washington
$176K 1,872 +7 +0.4%
DBT
314
Dubuque Bank & Trust
Iowa
$169K 1,800 +1,800 New
WA
315
WFG Advisors
Texas
$162K 1,733 +660 +62%
SEI Investments
316
SEI Investments
Pennsylvania
$139K 1,487 +1,487 New
CTC
317
Central Trust Company
Missouri
$137K 1,456
RC
318
RegentAtlantic Capital
New Jersey
$136K 1,447 +1,447 New
GC
319
Guggenheim Capital
Illinois
$121K 1,286 -3,662 -74%
FBT
320
Founders Bank & Trust
Michigan
$117K 1,243
Parallax Volatility Advisers
321
Parallax Volatility Advisers
California
$113K 1,209 +1,209 New
GWA
322
Genesis Wealth Advisors
Massachusetts
$100K 1,056 +1,056 New
PCTC
323
Perkins Coie Trust Company
Washington
$100K 1,065 +1,065 New
CTB
324
Country Trust Bank
Illinois
$98.9K 1,055 +1,055 New
JFA
325
JNBA Financial Advisors
Minnesota
$95K 1,013