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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 %
FMWA
301
Forvis Mazars Wealth Advisors
Missouri
$220K
CIC
302
Carnegie Investment Counsel
Ohio
$216K +$216K +2,292 New
MBT
303
Montecito Bank & Trust
California
$208K
WTC
304
WhitTier Trust Company
Nevada
$206K
AIA
305
Alerus Investment Advisors
Minnesota
$205K
MWM
306
Modera Wealth Management
New Jersey
$204K
GT
307
Glenmede Trust
Pennsylvania
$187K -$7.75K -84 -4%
PFG
308
Pacific Financial Group
Washington
$182K +$8.35K +90 +5%
DBT
309
Dubuque Bank & Trust
Iowa
$167K
BBHC
310
Brown Brothers Harriman & Co
New York
$143K -$161K -1,749 -53%
CTC
311
Central Trust Company
Missouri
$121K -$13.4K -145 -10%
GWA
312
Genesis Wealth Advisors
Massachusetts
$97.4K
WP
313
WealthPLAN Partners
Nebraska
$97K +$97K +1,052 New
JFA
314
JNBA Financial Advisors
Minnesota
$94K
WA
315
WFG Advisors
Texas
$92K -$68.6K -740 -43%
CFA
316
Carroll Financial Associates
North Carolina
$87K
JFGIW
317
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$84K
S
318
SignatureFD
Georgia
$82K +$82K +884 New
PIA
319
Peachtree Investment Advisors
Georgia
$79K
PCM
320
Parsons Capital Management
Rhode Island
$74K +$74K +800 New
UFA
321
US Financial Advisors
Massachusetts
$66K +$66K +717 New
HCM
322
Horrell Capital Management
Arkansas
$60K
NPF
323
Norris Perne & French
Michigan
$60K +$60K +649 New
TDC
324
Thompson Davis & Co
Virginia
$54K -$19.7K -215 -27%
CTB
325
Country Trust Bank
Illinois
$49K -$48.9K -527 -50%