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iShares S&P 500 Value ETF

256 hedge funds and large institutions have $3.28B invested in iShares S&P 500 Value ETF in 2013 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 95 increasing their positions, 94 reducing their positions, and 24 closing their positions.

Holders
256
Holders Change
-5
Holders Change %
-1.92%
% of All Funds
8.3%
Holding in Top 10
27
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-22.86%
% of All Funds
0.88%
New
22
Increased
95
Reduced
94
Closed
24
Calls
$1.85M
Puts
$1.14M
Net Calls
+$712K
Net Calls Change
+$871K
Name Market Value Shares Shares
Change
Shares
Change %
Northwestern Mutual Wealth Management
101
Northwestern Mutual Wealth Management
Wisconsin
$2.28M 29,110 +9,286 +47%
WP
102
WMS Partners
Maryland
$2.27M 29,031 -3,608 -11%
CS
103
Credit Suisse
Switzerland
$2.27M 29,001 -112,134 -79%
MFS
104
MSI Financial Services
Massachusetts
$2.21M 28,193 -5,309 -16%
ASN
105
Advisory Services Network
Georgia
$2.21M 28,158 -814 -3%
ICOA
106
Investment Centers of America
North Dakota
$2.16M 27,498 +8,861 +48%
PSUF
107
People's United Financial
Connecticut
$2M 25,558 +73 +0.3%
Truist Financial
108
Truist Financial
North Carolina
$1.97M 25,110 -2,105 -8%
CAM
109
Capstone Asset Management
Texas
$1.88M 24,056 -631 -3%
Northern Trust
110
Northern Trust
Illinois
$1.81M 23,069 +2,405 +12%
UBWV
111
United Bank (West Virginia)
West Virginia
$1.74M 22,248
ST
112
Sentinel Trust
Texas
$1.68M 21,425 -185 -0.9%
SNT
113
Security National Trust
West Virginia
$1.64M 20,940 -1,350 -6%
IH
114
IFC Holdings
Florida
$1.64M 20,767 +17,669 +570%
FMP
115
Financial Management Professionals
Texas
$1.61M 20,498 +396 +2%
OC
116
Oppenheimer & Co
New York
$1.54M 19,707 -384 -2%
1GA
117
1st Global Advisors
Texas
$1.53M 19,476 -10,747 -36%
SC
118
Savant Capital
Illinois
$1.51M 19,290 -876 -4%
HW
119
Hancock Whitney
Mississippi
$1.45M 18,519 +178 +1%
IFA
120
Interactive Financial Advisors
Illinois
$1.44M 18,394 -1,111 -6%
SI
121
SII Investments
Wisconsin
$1.39M 17,733 +14,105 +389%
Natixis Advisors
122
Natixis Advisors
Massachusetts
$1.38M 17,627 +1,433 +9%
FMII
123
Farmers & Merchants Investments Inc
Nebraska
$1.38M 17,598 -699 -4%
HB
124
Homrich & Berg
Georgia
$1.38M 17,557 +1,498 +9%
HJA
125
Hugh Johnson Advisors
New York
$1.32M 16,793 -13,010 -44%