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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 %
SGAM
51
Steinberg Global Asset Management
Florida
$12.4M 134,153 -53,942 -29%
GIA
52
GHP Investment Advisors
Colorado
$12.1M 130,924 -623 -0.5%
SMC
53
Smith, Moore & Co
Missouri
$12M 129,637 +1,327 +1%
TAM
54
Todd Asset Management
Kentucky
$11.3M 122,600 -7,090 -5%
IA
55
IndexIQ Advisors
New York
$11.3M 121,944 +22,601 +23%
Jones Financial Companies
56
Jones Financial Companies
Missouri
$11.3M 121,691 +20,707 +21%
BNP Paribas Financial Markets
57
BNP Paribas Financial Markets
France
$10.8M 116,752 +95,961 +462%
Axa
58
Axa
France
$10.4M 112,291 +10,500 +10%
Allianz Asset Management
59
Allianz Asset Management
Germany
$10.2M 110,000
BUB
60
BBVA USA Bancshares
Texas
$10M 108,530 +59,931 +123%
PGFC
61
Peapack-Gladstone Financial Corp
New Jersey
$9.53M 102,997 +4,856 +5%
MCM
62
MV Capital Management
Maryland
JPMPWA
63
J.P. Morgan Private Wealth Advisors
California
$8.94M 96,555 -8,636 -8%
WF
64
WealthTrust Fairport
Ohio
$8.6M 92,957 -1,662 -2%
CFA
65
Cahill Financial Advisors
Minnesota
$8.34M 90,127 +3,303 +4%
AI
66
Atria Investments
North Carolina
$8.28M 89,463 +53,402 +148%
TAIM
67
TD Ameritrade Investment Management
Nebraska
$8.08M 87,340 -683 -0.8%
Cambridge Investment Research Advisors
68
Cambridge Investment Research Advisors
Iowa
$8.03M 86,706 -20,520 -19%
CNB
69
City National Bank
California
$7.86M 84,960 -2,052 -2%
PP
70
Palladium Partners
Virginia
$7.78M 84,031 -2,646 -3%
EFSCE
71
Enterprise Financial Services Corp (EFSC)
Missouri
$7.65M 82,644 +7,978 +11%
RFC
72
Regions Financial Corp
Alabama
$7.21M 77,883 +3,757 +5%
SEIA
73
Signature Estate & Investment Advisors
California
$7.17M 77,432 +31,433 +68%
IH
74
IFC Holdings
Florida
$7.14M 77,625 +19,876 +34%
Northwestern Mutual Wealth Management
75
Northwestern Mutual Wealth Management
Wisconsin
$7.09M 76,557 +9,543 +14%