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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change
Shares
Change %
Two Sigma Investments
126
Two Sigma Investments
New York
$1.27M +$1.27M +16,200 New
WG
127
Welch Group
Alabama
$1.25M -$70.6K -902 -5%
MAM
128
Marquette Asset Management
Minnesota
$1.23M +$1.23M +15,691 New
KFS
129
KMS Financial Services
Washington
$1.15M -$24.4K -312 -2%
FBA
130
Front Barnett Associates
Illinois
$1.11M +$530K +6,770 +92%
VFS
131
VSR Financial Services
Kansas
$1.08M -$253K -3,233 -19%
RJFSA
132
Raymond James Financial Services Advisors
Florida
$1.07M -$8.78M -112,155 -89%
ECM
133
ETrade Capital Management
Virginia
$1.07M -$11.4K -145 -1%
AIS
134
American Investment Services
Massachusetts
$1.02M -$81.4K -1,040 -7%
JA
135
JOYN Advisors
Georgia
$1.02M +$1.02M +12,971 New
TNB
136
Thomasville National Bank
Georgia
$1.01M +$316K +4,030 +46%
Creative Planning
137
Creative Planning
Kansas
$993K +$148K +1,891 +18%
CIM
138
Confluence Investment Management
Missouri
$972K +$293K +3,748 +43%
LFG
139
LifePlan Financial Group
Ohio
$960K +$209K +2,666 +28%
Bank of New York Mellon
140
Bank of New York Mellon
New York
$936K -$953K -12,169 -50%
NAM
141
NTV Asset Management
West Virginia
$932K -$400K -5,105 -30%
CW
142
Cobiz Wealth
Colorado
$903K +$537K +6,849 +146%
ABC
143
Associated Banc-Corp
Wisconsin
$814K +$814K +10,391 New
PFP
144
Pinnacle Financial Partners
Tennessee
$805K -$6.66K -85 -0.8%
HighTower Advisors
145
HighTower Advisors
Illinois
$804K -$182K -2,328 -18%
CAN
146
Cetera Advisor Networks
California
$772K +$322K +4,100 +71%
BPBT
147
Boston Private Bank & Trust
Massachusetts
$762K
BFO
148
Boston Family Office
Massachusetts
$752K
PI
149
Placemark Investments
Illinois
$751K -$4.2M -53,637 -85%
PA
150
Pinnacle Associates
New York
$748K -$87.5K -1,118 -10%