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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change
Shares
Change %
CFA
326
Carroll Financial Associates
North Carolina
$87K
JFGIW
327
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$85K
PIA
328
Peachtree Investment Advisors
Georgia
$80K
TDC
329
Thompson Davis & Co
Virginia
$75K +$5.14K +55 +7%
KCM
330
Karp Capital Management
California
$73K +$73K +779 New
HCM
331
Horrell Capital Management
Arkansas
$61K
LWM
332
LBA Wealth Management
Florida
$49K
PMFA
333
Plante Moran Financial Advisors
Michigan
$47K
JIC
334
Joel Isaacson & Co
New York
$40K
CFN
335
Cordasco Financial Network
Florida
$39K -$68K -722 -64%
WRM
336
Westport Resources Management
Connecticut
$35K
WT
337
Whittier Trust
California
$34K
SIG
338
Stanford Investment Group
California
$32K +$32K +336 New
FWM
339
Focused Wealth Management
New York
$30K +$95 +1 +0.3%
RFA
340
Reilly Financial Advisors
California
$28K
MAS
341
Madden Advisory Services
Florida
$24K
AssetMark Inc
342
AssetMark Inc
California
$24K +$281 +3 +1%
FANJ
343
Financial Architects (New Jersey)
New Jersey
$20K
TCM
344
TD Capital Management
Tennessee
$20K +$95 +1 +0.5%
TWA
345
TCI Wealth Advisors
Arizona
$18K
BKA
346
Brick & Kyle Associates
Pennsylvania
$17K +$17K +185 New
HDIM
347
Hanson & Doremus Investment Management
Vermont
$11K
CHP
348
Cable Hill Partners
Oregon
$11K +$11K +114 New
CAPTRUST Financial Advisors
349
CAPTRUST Financial Advisors
North Carolina
$10K +$10K +106 New
CIM
350
Contravisory Investment Management
Massachusetts
$9K -$3.18K -35 -26%