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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.

New
Increased
Maintained
Reduced
Closed
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 %
Bank of New York Mellon
176
Bank of New York Mellon
New York
$1.04M +$177K +1,890 +21%
LFG
177
LifePlan Financial Group
Ohio
$1.02M -$115K -1,230 -10%
TFF
178
The Family Firm
Maryland
$966K +$966K +10,306 New
ACM
179
Argent Capital Management
Missouri
$962K +$962K +10,261 New
ACM
180
Azimuth Capital Management
Michigan
$948K +$119K +1,275 +14%
TCT
181
TIAA CREF Trust
Missouri
$944K +$944K +10,065 New
HW
182
Hancock Whitney
Mississippi
$940K -$10K -107 -1%
SFA
183
Sequoia Financial Advisors
Ohio
$937K -$29.5K -314 -3%
BFO
184
Boston Family Office
Massachusetts
$900K
DPI
185
Diversified Portfolios Inc
Michigan
$899K +$899K +9,586 New
PFP
186
Pinnacle Financial Partners
Tennessee
$896K +$18.9K +202 +2%
AIS
187
American Investment Services
Massachusetts
$890K -$56.7K -605 -6%
CAN
188
Cetera Advisor Networks
California
$885K -$193K -2,065 -18%
CI
189
Conning Inc
Connecticut
$854K
BP
190
Ballentine Partners
Massachusetts
$846K
SCG
191
Sonata Capital Group
Washington
$845K +$845K +9,016 New
PI
192
Placemark Investments
Illinois
$825K +$49.6K +530 +6%
GF
193
Gerstein Fisher
New York
$821K -$16.5K -176 -2%
FIM
194
Freedom Investment Management
Connecticut
$818K +$55K +587 +7%
FNBT
195
FineMark National Bank & Trust
Florida
$800K +$124K +1,323 +18%
SC
196
Stratford Consulting
Texas
$796K +$750 +8 +0.1%
GT
197
Glenview Trust
Kentucky
$772K +$772K +8,234 New
SFG
198
SNS Financial Group
Minnesota
$764K +$98.6K +1,052 +15%
PA
199
Pinnacle Associates
New York
$751K +$59.5K +635 +9%
DAS
200
Dynamic Advisor Solutions
Arizona
$745K +$503K +5,365 +208%