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iShares S&P 500 Value ETF

357 hedge funds and large institutions have $4.56B invested in iShares S&P 500 Value ETF in 2015 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 135 increasing their positions, 118 reducing their positions, and 25 closing their positions.

Holders
357
Holders Change
Holders Change %
0%
% of All Funds
9.98%
Holding in Top 10
39
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.63%
% of All Funds
1.09%
New
29
Increased
135
Reduced
118
Closed
25
Calls
$27.1M
Puts
$102K
Net Calls
+$27M
Net Calls Change
+$25.1M
Name Holding Trade Value Shares
Change
Shares
Change %
LWM
326
LBA Wealth Management
Florida
$44K
PMFA
327
Plante Moran Financial Advisors
Michigan
$42K -$1.27K -15 -3%
BC
328
Bartlett & Co
Ohio
$39K +$31K +366 +385%
HCMT
329
Highland Capital Management (Tennessee)
Tennessee
$37K
WRM
330
Westport Resources Management
Connecticut
$32K
JIC
331
Joel Isaacson & Co
New York
$30K
Credit Agricole
332
Credit Agricole
France
$29K
TWA
333
TCI Wealth Advisors
Arizona
$28K -$71.7K -860 -72%
W
334
Wealthfront
California
$27K -$1.5K -18 -5%
FWM
335
Focused Wealth Management
New York
$27K
KCPG
336
Kavar Capital Partners Group
Kansas
$27K
RFA
337
Reilly Financial Advisors
California
$25K
AssetMark Inc
338
AssetMark Inc
California
$21K -$170 -2 -0.8%
MAS
339
Madden Advisory Services
Florida
$21K
KF
340
Krilogy Financial
Missouri
$18K +$18K +214 New
HI
341
Hudock Inc
Pennsylvania
$17K
DLHL
342
Donald L. Hagan LLC
Florida
$16K +$16K +186 New
WT
343
Whittier Trust
California
$15K
BKA
344
Brick & Kyle Associates
Pennsylvania
$13K
HDIM
345
Hanson & Doremus Investment Management
Vermont
$10K
CHP
346
Cable Hill Partners
Oregon
$10K
EWM
347
Endurance Wealth Management
Rhode Island
$9K
CAPTRUST Financial Advisors
348
CAPTRUST Financial Advisors
North Carolina
$9K
First Manhattan
349
First Manhattan
New York
$7K
WAMC
350
Western Asset Management Company
California
$6K +$6K +65 New