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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 Market Value Shares Shares
Change
Shares
Change %
LWM
326
LBA Wealth Management
Florida
$48K 519
PMFA
327
Plante Moran Financial Advisors
Michigan
$46K 496
TCM
328
TD Capital Management
Tennessee
$37K 400 +189 +90%
WRM
329
Westport Resources Management
Connecticut
$35K 375
W
330
Wealthfront
California
$34K 372 +372 New
WT
331
Whittier Trust
California
$33K 360
FWM
332
Focused Wealth Management
New York
$29K 318 +1 +0.3%
RFA
333
Reilly Financial Advisors
California
$28K 300
KPCM
334
Kings Point Capital Management
New York
$24K 255 +255 New
AssetMark Inc
335
AssetMark Inc
California
$23K 252 -4 -2%
FANJ
336
Financial Architects (New Jersey)
New Jersey
HI
337
Hudock Inc
Pennsylvania
$19K 208 +208 New
TWA
338
TCI Wealth Advisors
Arizona
$18K 196
BKA
339
Brick & Kyle Associates
Pennsylvania
$15K 160 -25 -14%
GAM
340
Gemmer Asset Management
California
$14K 152 +74 +95%
CHP
341
Cable Hill Partners
Oregon
$11K 114
HDIM
342
Hanson & Doremus Investment Management
Vermont
$11K 121
CAPTRUST Financial Advisors
343
CAPTRUST Financial Advisors
North Carolina
$9.81K 106
First Manhattan
344
First Manhattan
New York
$7K 86
CFN
345
Cordasco Financial Network
Florida
$5K 50 -364 -88%
CIM
346
Contravisory Investment Management
Massachusetts
$5K 50 -49 -49%
HRIA
347
Haberer Registered Investment Advisor
Ohio
$5K 50
CB
348
Community Bank
New York
$5K 50 +50 New
AF
349
Allworth Financial
California
$5K 53 +53 New
CWM
350
Catamount Wealth Management
Connecticut
$3K 34