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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.

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 Market Value Shares Shares
Change
Shares
Change %
FHC
151
First Heartland Consultants
Missouri
$1.48M 15,979 -23,638 -60%
HB
152
Homrich & Berg
Georgia
$1.47M 15,921 +1 +0%
EWM
153
Evercore Wealth Management
New York
$1.47M 15,929 +15,929 New
PCM
154
Perritt Capital Management
Illinois
$1.46M 15,778 +15,778 New
MAM
155
Marquette Asset Management
Minnesota
$1.45M 15,691
TNB
156
Thomasville National Bank
Georgia
$1.42M 15,328 -218 -1%
CG
157
Colony Group
Massachusetts
$1.42M 15,296 +68 +0.4%
MCM
158
MAI Capital Management
Ohio
$1.41M 15,201 +1,423 +10%
CAN
159
Cetera Advisor Networks
California
$1.37M 14,837 +5,356 +56%
SIA
160
Starfire Investment Advisers
Michigan
$1.37M 14,794 +14,794 New
SC
161
Savant Capital
Illinois
$1.37M 14,792 -351 -2%
1GA
162
1st Global Advisors
Texas
$1.36M 14,714 -1,299 -8%
CIBC Private Wealth Group
163
CIBC Private Wealth Group
Georgia
$1.36M 14,662
SWA
164
SFMG Wealth Advisors
Texas
$1.34M 14,472 +8,650 +149%
Susquehanna International Group
165
Susquehanna International Group
Pennsylvania
$1.3M 14,067 -20,586 -59%
CA
166
Cetera Advisors
Colorado
$1.29M 13,864 -5,255 -27%
Natixis Advisors
167
Natixis Advisors
Massachusetts
$1.28M 13,814 -327 -2%
BPBT
168
Boston Private Bank & Trust
Massachusetts
$1.26M 13,657
IP
169
Investment Partners
Ohio
$1.22M 13,195 +5 +0%
Bank of New York Mellon
170
Bank of New York Mellon
New York
$1.2M 12,927 +1,843 +17%
ECM
171
ETrade Capital Management
Virginia
$1.16M 12,540 +68 +0.5%
TD Asset Management
172
TD Asset Management
Ontario, Canada
$1.03M 17,452 +17,452 New
ASN
173
Advisory Services Network
Georgia
$1.02M 10,962 -18,902 -63%
RBC
174
Roble Belko & Company
Pennsylvania
$1.01M 10,945 +10,945 New
MIAN
175
Mariner Independent Advisor Network
Kansas
$996K 10,761 +5,019 +87%