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iShares S&P 500 Value ETF

314 hedge funds and large institutions have $4.33B invested in iShares S&P 500 Value ETF in 2014 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 135 increasing their positions, 83 reducing their positions, and 20 closing their positions.

Holders
314
Holders Change
+15
Holders Change %
+5.02%
% of All Funds
9.03%
Holding in Top 10
37
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+23.33%
% of All Funds
1.06%
New
37
Increased
135
Reduced
83
Closed
20
Calls
$1.85M
Puts
$6.09M
Net Calls
-$4.23M
Net Calls Change
-$428K
Name Holding Trade Value Shares
Change
Shares
Change %
GC
176
Guggenheim Capital
Illinois
$835K -$770K -8,529 -48%
HNB
177
Huntington National Bank
Ohio
$833K -$439K
AWM
178
Avior Wealth Management
Nebraska
$825K -$108K -1,197 -12%
CI
179
Conning Inc
Connecticut
$822K +$822K +9,103 New
BP
180
Ballentine Partners
Massachusetts
$814K
ACM
181
Azimuth Capital Management
Michigan
$786K -$13.1K -145 -2%
PA
182
Pinnacle Associates
New York
$775K -$56.2K -623 -7%
SC
183
Stratford Consulting
Texas
$765K +$3.7K +41 +0.5%
NG
184
NatWest Group
United Kingdom
$712K
FIM
185
Freedom Investment Management
Connecticut
$692K -$30.9K -342 -4%
MAA
186
Managed Account Advisors
New Jersey
$690K +$302K +3,343 +78%
NAM
187
NTV Asset Management
West Virginia
$686K +$26.6K +295 +4%
AWA
188
Arete Wealth Advisors
Illinois
$679K +$679K +7,520 New
BAC
189
Boys Arnold & Co
North Carolina
$677K
EWM
190
Evercore Wealth Management
New York
$671K
PMG
191
ProVise Management Group
Florida
$663K +$663K +7,347 New
OWD
192
Osborn Williams & Donohoe
Ohio
$654K
FNBT
193
FineMark National Bank & Trust
Florida
$651K +$183K +2,031 +39%
CWM
194
Confluence Wealth Management
Oregon
$645K +$3.43K +38 +0.5%
NES
195
New England Securities
New York
$632K -$57.9K -641 -8%
ABC
196
Associated Banc-Corp
Wisconsin
$617K -$90.7K -1,005 -13%
WSTAM
197
Wilbanks Smith & Thomas Asset Management
Virginia
$614K -$15.3K -170 -2%
FA
198
FCG Advisors
New Jersey
$612K +$612K +6,799 New
SFG
199
SNS Financial Group
Minnesota
$605K +$605K +6,703 New
ELC
200
Edgar Lomax Company
Virginia
$604K +$14.5K +161 +2%