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iShares S&P 500 Value ETF

357 hedge funds and large institutions have $4.72B invested in iShares S&P 500 Value ETF in 2015 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 128 increasing their positions, 129 reducing their positions, and 22 closing their positions.

Holders
357
Holders Change
+2
Holders Change %
+0.56%
% of All Funds
9.63%
Holding in Top 10
38
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.7%
% of All Funds
1.02%
New
29
Increased
128
Reduced
129
Closed
22
Calls
$2.32M
Puts
$406K
Net Calls
+$1.92M
Net Calls Change
+$131K
Name Market Value Shares Shares
Change
Shares
Change %
AIA
301
Alerus Investment Advisors
Minnesota
$205K 2,220
MWM
302
Modera Wealth Management
New Jersey
$204K 2,208
AC
303
Addison Capital
Pennsylvania
$204K 2,210 +2,210 New
EAMA
304
EFG Asset Management (Americas)
Florida
$203K 2,151 +2,151 New
WTC
305
WhitTier Trust Company
Nevada
$189K 2,050 -180 -8%
GT
306
Glenmede Trust
Pennsylvania
$187K 2,028
CTC
307
Central Trust Company
Missouri
$174K 1,885 +574 +44%
DBT
308
Dubuque Bank & Trust
Iowa
$166K 1,800
BBHC
309
Brown Brothers Harriman & Co
New York
$143K 1,550
TWA
310
TCI Wealth Advisors
Arizona
$110K 1,196 +1,000 +510%
WP
311
WealthPLAN Partners
Nebraska
$97K 1,052
JFA
312
JNBA Financial Advisors
Minnesota
$93K 1,013
WA
313
WFG Advisors
Texas
$92K 994 +1 +0.1%
GAM
314
Gemmer Asset Management
California
$88K 954 +802 +528%
JFGIW
315
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$84K 908
S
316
SignatureFD
Georgia
$82K 884
PIA
317
Peachtree Investment Advisors
Georgia
$79K 856
FFC
318
First Financial Corp
Indiana
$75K 816 +816 New
CFA
319
Carroll Financial Associates
North Carolina
$68K 740 -198 -21%
HCM
320
Horrell Capital Management
Arkansas
$60K 650
TCM
321
TD Capital Management
Tennessee
$58K 630 +230 +58%
TDC
322
Thompson Davis & Co
Virginia
$54K 588
BCM
323
Brookstone Capital Management
Illinois
$50K 542 +542 New
LWM
324
LBA Wealth Management
Florida
$48K 519
PMFA
325
Plante Moran Financial Advisors
Michigan
$47K 511 +15 +3%