IVE icon

iShares S&P 500 Value ETF

357 hedge funds and large institutions have $4.72B invested in iShares S&P 500 Value ETF in 2015 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 128 increasing their positions, 129 reducing their positions, and 22 closing their positions.

Holders
357
Holders Change
+2
Holders Change %
+0.56%
% of All Funds
9.63%
Holding in Top 10
38
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.7%
% of All Funds
1.02%
New
29
Increased
128
Reduced
129
Closed
22
Calls
$2.32M
Puts
$406K
Net Calls
+$1.92M
Net Calls Change
+$131K
Name Market Value Shares Shares
Change
Shares
Change %
GIA
51
GHP Investment Advisors
Colorado
$11.6M 126,466 -4,458 -3%
Jones Financial Companies
52
Jones Financial Companies
Missouri
$11.5M 124,955 +3,264 +3%
V
53
Veritable
Delaware
$11.5M 124,804 -13,785 -10%
PGFC
54
Peapack-Gladstone Financial Corp
New Jersey
$10.6M 114,963 +11,966 +12%
Axa
55
Axa
France
$10.4M 112,291
AIG
56
American International Group
New York
$10.1M 109,642 -47,181 -30%
TAM
57
Todd Asset Management
Kentucky
$9.85M 106,780 -15,820 -13%
TAIM
58
TD Ameritrade Investment Management
Nebraska
$8.76M 95,016 +7,676 +9%
CFA
59
Cahill Financial Advisors
Minnesota
$8.68M 94,068 +3,941 +4%
IH
60
IFC Holdings
Florida
$8.53M 90,824 +13,199 +17%
JPMPWA
61
J.P. Morgan Private Wealth Advisors
California
$8.26M 89,539 -7,016 -7%
Cambridge Investment Research Advisors
62
Cambridge Investment Research Advisors
Iowa
$8.07M 87,530 +824 +1%
WF
63
WealthTrust Fairport
Ohio
$7.94M 86,079 -6,878 -7%
RFC
64
Regions Financial Corp
Alabama
$7.91M 85,748 +7,865 +10%
AI
65
Atria Investments
North Carolina
$7.71M 83,555 -5,908 -7%
PP
66
Palladium Partners
Virginia
$7.65M 82,922 -1,109 -1%
SEIA
67
Signature Estate & Investment Advisors
California
$7.6M 82,433 +5,001 +6%
CNB
68
City National Bank
California
$7.47M 80,990 -3,970 -5%
EFSCE
69
Enterprise Financial Services Corp (EFSC)
Missouri
$7.37M 79,936 -2,708 -3%
Northwestern Mutual Wealth Management
70
Northwestern Mutual Wealth Management
Wisconsin
$7.35M 79,658 +3,101 +4%
BOH
71
Bank of Hawaii
Hawaii
$7.27M 78,842 +12,587 +19%
ANB
72
Amarillo National Bank
Texas
$7.07M 76,620 +21,909 +40%
AIM
73
Acropolis Investment Management
Missouri
$7.02M 76,122 -62 -0.1%
AMG
74
Asset Management Group
Connecticut
$6.92M 75,049 +185 +0.2%
SB
75
Suntrust Banks
Georgia
$6.89M 74,756 +1,194 +2%