IVE icon

iShares S&P 500 Value ETF

359 hedge funds and large institutions have $5.04B invested in iShares S&P 500 Value ETF in 2014 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 136 increasing their positions, 92 reducing their positions, and 19 closing their positions.

Holders
359
Holders Change
+41
Holders Change %
+12.89%
% of All Funds
9.58%
Holding in Top 10
37
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+8.82%
% of All Funds
0.99%
New
63
Increased
136
Reduced
92
Closed
19
Calls
$1.37M
Puts
$947K
Net Calls
+$422K
Net Calls Change
+$467K
Name Holding Trade Value Shares
Change
Shares
Change %
MFS
151
MSI Financial Services
Massachusetts
$1.57M +$358K +3,813 +29%
RJFSA
152
Raymond James Financial Services Advisors
Florida
$1.53M +$2.16K +23 +0.1%
FMII
153
Farmers & Merchants Investments Inc
Nebraska
$1.51M -$122K -1,305 -8%
1GA
154
1st Global Advisors
Texas
$1.5M
HB
155
Homrich & Berg
Georgia
$1.49M +$94 +1 +0%
CCFCSB
156
Cape Cod Five Cents Savings Bank
Massachusetts
$1.48M +$1.48M +15,735 New
MAM
157
Marquette Asset Management
Minnesota
$1.47M
ICOA
158
Investment Centers of America
North Dakota
$1.47M -$914K -9,723 -38%
TNB
159
Thomasville National Bank
Georgia
$1.46M +$36.1K +385 +3%
CG
160
Colony Group
Massachusetts
$1.43M +$580K +6,186 +68%
SC
161
Savant Capital
Illinois
$1.42M -$95.5K -1,018 -6%
CIBC Private Wealth Group
162
CIBC Private Wealth Group
Georgia
$1.38M
VIA
163
Vantage Investment Advisors
Pennsylvania
$1.33M +$83.4K +889 +7%
Natixis Advisors
164
Natixis Advisors
Massachusetts
$1.33M -$221K -2,360 -14%
MCM
165
MAI Capital Management
Ohio
$1.29M +$1.29M +13,778 New
BPBT
166
Boston Private Bank & Trust
Massachusetts
$1.28M
HC
167
HHG & Company
Connecticut
$1.24M +$239K +2,552 +24%
IP
168
Investment Partners
Ohio
$1.24M +$1.24M +13,190 New
HNB
169
Huntington National Bank
Ohio
$1.21M -$1.11M
ECM
170
ETrade Capital Management
Virginia
$1.17M -$42.4K -452 -3%
TH
171
Timber Hill
Connecticut
$1.15M +$1.15M +12,248 New
Truist Financial
172
Truist Financial
North Carolina
$1.12M -$919K -9,798 -45%
IFA
173
Interactive Financial Advisors
Illinois
$1.12M -$179K -1,907 -14%
JA
174
JOYN Advisors
Georgia
$1.09M +$207K +2,202 +23%
PPA
175
Parametric Portfolio Associates
Washington
$1.05M +$1.05M +11,220 New