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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 %
MA
26
MUFG Americas
New York
$30M 324,006 -30,368 -9%
PFM
27
Phillips Financial Management
Indiana
$30M 318,022 +6,510 +2%
PWAG
28
Polaris Wealth Advisory Group
California
$28.3M 306,214 -10,683 -3%
F
29
FutureAdvisor
California
$25.9M 281,274 +77,639 +38%
LTFS
30
Ladenburg Thalmann Financial Services
Florida
$25.3M 273,537 +65,415 +31%
CC
31
Courier Capital
New York
$24M 259,517 +3,505 +1%
GC
32
Guggenheim Capital
Illinois
$23.5M 253,765 +252,479 +19,633%
AIP
33
Ameritas Investment Partners
Nebraska
$22.8M 246,460 +26,369 +12%
CAL
34
Capital Analysts LLC
Pennsylvania
$22.2M 239,730 +11,993 +5%
RJA
35
Raymond James & Associates
Florida
$21.7M 234,091 +39,243 +20%
LI
36
LVZ Inc
Michigan
$20M 216,353 +44,448 +26%
Ameriprise
37
Ameriprise
Minnesota
$17.8M 193,330 +39,791 +26%
QIM
38
Quest Investment Management
Oregon
$17.6M 189,860
JPMorgan Chase & Co
39
JPMorgan Chase & Co
New York
$17.1M 184,684 -73,564 -28%
1IA
40
1834 Investment Advisors
Wisconsin
$16.7M 180,380 +4,641 +3%
BCI
41
Brinker Capital Investments
Pennsylvania
$16.3M 176,387 +4,741 +3%
FCBT
42
First Citizens Bank & Trust
North Carolina
$16.1M 174,014 +9,396 +6%
CS
43
Credit Suisse
Switzerland
$15.3M 165,503 +120,881 +271%
AWM
44
Affinity Wealth Management
Delaware
$14.9M 161,283 +1,719 +1%
AIG
45
American International Group
New York
$14.5M 156,823 -29,823 -16%
BF
46
BOK Financial
Oklahoma
$14.3M 154,789 +8,424 +6%
AA
47
Alesco Advisors
New York
$13.5M 146,104 +820 +0.6%
NSIM
48
North Star Investment Management
Illinois
$13M 140,610 +5,056 +4%
Fifth Third Bancorp
49
Fifth Third Bancorp
Ohio
$12.8M 138,742 +11,511 +9%
V
50
Veritable
Delaware
$12.8M 138,589 -374 -0.3%