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iShares S&P 500 Value ETF

398 hedge funds and large institutions have $5.57B invested in iShares S&P 500 Value ETF in 2015 Q4 according to their latest regulatory filings, with 71 funds opening new positions, 159 increasing their positions, 104 reducing their positions, and 26 closing their positions.

Holders
398
Holders Change
+41
Holders Change %
+11.48%
% of All Funds
10.45%
Holding in Top 10
41
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+5.13%
% of All Funds
1.08%
New
71
Increased
159
Reduced
104
Closed
26
Calls
$14.3M
Puts
$864K
Net Calls
+$13.4M
Net Calls Change
-$13.6M
Name Market Value Shares Shares
Change
Shares
Change %
BBHC
351
Brown Brothers Harriman & Co
New York
$137K 1,550
ARMC
352
American Research & Management Company
Massachusetts
$114K 1,291 +1,291 New
LWM
353
LBA Wealth Management
Florida
$112K 1,266 +747 +144%
FHA
354
First Horizon Advisors
Tennessee
$108K 1,225 -1,754 -59%
WP
355
WealthPLAN Partners
Nebraska
$93.3K 3,156 +3,156 New
TCM
356
TD Capital Management
Tennessee
$85K 963 +313 +48%
BC
357
Bartlett & Co
Ohio
$85K 965 +504 +109%
KKAMG
358
Kernodle & Katon Asset Management Group
Arkansas
$85K 961 +961 New
Carson Wealth (CWM LLC)
359
Carson Wealth (CWM LLC)
Nebraska
$84K 945 +328 +53%
WA
360
WFG Advisors
Texas
$71K 797 -197 -20%
JFA
361
JNBA Financial Advisors
Minnesota
$71K 804
CFA
362
Carroll Financial Associates
North Carolina
$65K 740
GAM
363
Gemmer Asset Management
California
$63K 715 +208 +41%
MWM
364
MinichMacGregor Wealth Management
New York
$60K 643 +643 New
HCM
365
Horrell Capital Management
Arkansas
$58K 650
DSC
366
Duncker Streett & Co
Missouri
$53K 600 +600 New
TDC
367
Thompson Davis & Co
Virginia
$49K 559
UFA
368
US Financial Advisors
Massachusetts
$49K 559 +495 +773%
PMFA
369
Plante Moran Financial Advisors
Michigan
$44K 496
CG
370
Cutler Group
California
$39K 441 +441 New
CB
371
Community Bank
New York
$38K 427 +377 +754%
GI
372
Gradient Investments
Minnesota
$34K 380 +380 New
WRM
373
Westport Resources Management
Connecticut
$33K 375
JIC
374
Joel Isaacson & Co
New York
$32K 361
BKA
375
Brick & Kyle Associates
Pennsylvania
$32K 360 +200 +125%