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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 %
SCG
176
Sonata Capital Group
Washington
$989K 10,684 +1,668 +19%
IFA
177
Interactive Financial Advisors
Illinois
$987K 10,660 -1,253 -11%
WCM
178
Wealthcare Capital Management
Virginia
$974K 10,527 +7,242 +220%
LFG
179
LifePlan Financial Group
Ohio
$972K 10,506 -398 -4%
TFF
180
The Family Firm
Maryland
$958K 10,352 +46 +0.4%
SFA
181
Sequoia Financial Advisors
Ohio
$956K 10,333 +343 +3%
ACM
182
Azimuth Capital Management
Michigan
$944K 10,195 +80 +0.8%
SFG
183
SNS Financial Group
Minnesota
$943K 10,188 +2,037 +25%
RJT
184
Raymond James Trust
Florida
$931K 10,058 -8,583 -46%
TRCT
185
Tower Research Capital (TRC)
New York
$925K 9,990 +9,990 New
PPA
186
Parametric Portfolio Associates
Washington
$922K 9,961 -1,259 -11%
HW
187
Hancock Whitney
Mississippi
$895K 9,664 -362 -4%
DPI
188
Diversified Portfolios Inc
Michigan
$887K 9,586
Brown Advisory
189
Brown Advisory
Maryland
$878K 9,482 +6,099 +180%
AIS
190
American Investment Services
Massachusetts
$869K 9,390 -105 -1%
HIS
191
Horizon Investment Services
Indiana
$846K 9,140 +3,232 +55%
DWA
192
Dorsey Wright & Associates
California
$842K 9,092 -94,430 -91%
BP
193
Ballentine Partners
Massachusetts
$835K 9,021
FIM
194
Freedom Investment Management
Connecticut
$818K 8,836 +111 +1%
BFO
195
Boston Family Office
Massachusetts
$796K 8,600 -1,000 -10%
GF
196
Gerstein Fisher
New York
$796K 8,600 -152 -2%
SC
197
Stratford Consulting
Texas
$786K 8,494 +7 +0.1%
FNBT
198
FineMark National Bank & Trust
Florida
$781K 8,433 -101 -1%
JA
199
JOYN Advisors
Georgia
$769K 8,304 -3,287 -28%
PFP
200
Pinnacle Financial Partners
Tennessee
$753K 8,135 -1,417 -15%