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iShares S&P 500 Value ETF

293 hedge funds and large institutions have $3.43B invested in iShares S&P 500 Value ETF in 2013 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 102 increasing their positions, 96 reducing their positions, and 9 closing their positions.

Holders
293
Holders Change
+37
Holders Change %
+14.45%
% of All Funds
8.51%
Holding in Top 10
30
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+11.11%
% of All Funds
0.87%
New
51
Increased
102
Reduced
96
Closed
9
Calls
$2.55M
Puts
$2.86M
Net Calls
-$316K
Net Calls Change
-$1.03M
Name Market Value Shares Shares
Change
Shares
Change %
BPBT
151
Boston Private Bank & Trust
Massachusetts
$855K 10,002 +272 +3%
BFO
152
Boston Family Office
Massachusetts
$820K 9,600
PA
153
Pinnacle Associates
New York
$797K 9,322 -232 -2%
SI
154
Stephens Inc
Arkansas
$793K 9,274 +765 +9%
BC
155
Brookfield Corp
Ontario, Canada
$778K 9,103
BP
156
Ballentine Partners
Massachusetts
$771K 9,021
SFA
157
Sequoia Financial Advisors
Ohio
$766K 8,960 +8,960 New
ICOA
158
Investment Centers of America
North Dakota
$732K 9,278 -18,220 -66%
SC
159
Stratford Consulting
Texas
$717K 8,388 +47 +0.6%
FIM
160
Freedom Investment Management
Connecticut
$699K 8,179 -655 -7%
HC
161
HHG & Company
Connecticut
$697K 8,154
NG
162
NatWest Group
United Kingdom
$674K 7,886 -1,269 -14%
PA
163
Parkside Advisors
California
$667K 7,805 +7,805 New
NES
164
New England Securities
New York
$657K 7,687 -885 -10%
EWM
165
Evercore Wealth Management
New York
$635K 7,427
NAM
166
NTV Asset Management
West Virginia
$624K 7,307 -4,600 -39%
BAC
167
Boys Arnold & Co
North Carolina
$623K 7,295
OWD
168
Osborn Williams & Donohoe
Ohio
$617K 7,222
SWA
169
SFMG Wealth Advisors
Texas
$602K 7,045 +1,223 +21%
WSTAM
170
Wilbanks Smith & Thomas Asset Management
Virginia
$599K 7,008 -80 -1%
CWM
171
Concert Wealth Management
California
$598K 6,992 +1,216 +21%
FA
172
FCG Advisors
New Jersey
$574K 6,721 +928 +16%
CSIA
173
Charles Schwab Investment Advisory
California
$572K 6,692 +6,692 New
BP
174
Banyan Partners
Florida
$559K 6,542 -752 -10%
CDIA
175
Capital Directions Investment Advisors
Georgia
$558K 6,532