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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change
Shares
Change %
RPG
126
Risk Paradigm Group
Texas
$2.46M +$2.46M +26,579 New
PSUF
127
People's United Financial
Connecticut
$2.45M +$227K +2,450 +10%
WP
128
WMS Partners
Maryland
$2.41M -$40.3K -435 -2%
MAA
129
Managed Account Advisors
New Jersey
$2.4M -$4.52M -48,843 -65%
HighTower Advisors
130
HighTower Advisors
Illinois
$2.37M -$1.57M -16,948 -40%
Barclays
131
Barclays
United Kingdom
$2.27M +$632K +6,859 +39%
HNB
132
Huntington National Bank
Ohio
$2.21M +$2.21M +23,824 New
FMC
133
First Merchants Corp
Indiana
$2.04M +$194K +2,100 +11%
TH
134
Timber Hill
Connecticut
$1.98M +$842K +9,095 +74%
CW
135
Cobiz Wealth
Colorado
$1.97M +$254K +2,747 +15%
MFS
136
MSI Financial Services
Massachusetts
$1.94M +$382K +4,132 +25%
RJFSA
137
Raymond James Financial Services Advisors
Florida
$1.92M +$404K +4,368 +27%
SNT
138
Security National Trust
West Virginia
$1.9M +$64.8K +700 +4%
GT
139
Greenleaf Trust
Michigan
$1.89M -$73.6K -795 -4%
First Trust Advisors
140
First Trust Advisors
Illinois
$1.89M -$71.1K -768 -4%
UBWV
141
United Bank (West Virginia)
West Virginia
$1.85M -$179K -1,938 -9%
CCFCSB
142
Cape Cod Five Cents Savings Bank
Massachusetts
$1.81M +$349K +3,765 +24%
VFS
143
VSR Financial Services
Kansas
$1.74M -$1.08M -11,684 -38%
OC
144
Oppenheimer & Co
New York
$1.69M -$31.3K -338 -2%
ACM
145
Ashford Capital Management
Delaware
$1.66M +$59.8K +646 +4%
SPC
146
Sigma Planning Corp
Michigan
$1.65M -$1.13M -12,198 -41%
HC
147
HHG & Company
Connecticut
$1.6M +$376K +4,059 +31%
OAM
148
Occidental Asset Management
California
$1.6M +$1.35M +14,583 +548%
SRSA
149
S.R. Schill & Associates
Washington
$1.55M -$1.1M -11,913 -42%
FMII
150
Farmers & Merchants Investments Inc
Nebraska
$1.49M +$3.98K +43 +0.3%