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iShares S&P 500 Value ETF

357 hedge funds and large institutions have $4.72B invested in iShares S&P 500 Value ETF in 2015 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 128 increasing their positions, 129 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
357
Holders Change
+2
Holders Change %
+0.56%
% of All Funds
9.63%
Holding in Top 10
38
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.7%
% of All Funds
1.02%
New
29
Increased
128
Reduced
129
Closed
22
Calls
$2.32M
Puts
$406K
Net Calls
+$1.92M
Net Calls Change
+$131K
Name Holding Trade Value Shares
Change
Shares
Change %
RJT
176
Raymond James Trust
Florida
$973K +$45.6K +494 +5%
LFG
177
LifePlan Financial Group
Ohio
$967K -$1.84K -20 -0.2%
FMW
178
Farr Miller & Washington
District of Columbia
$967K +$617K +6,694 +177%
TFF
179
The Family Firm
Maryland
$959K +$4.15K +45 +0.4%
SFA
180
Sequoia Financial Advisors
Ohio
$953K +$645 +7 +0.1%
IFA
181
Interactive Financial Advisors
Illinois
$920K -$62.6K -679 -6%
HW
182
Hancock Whitney
Mississippi
$895K
HIS
183
Horizon Investment Services
Indiana
$873K +$30.2K +328 +4%
FIM
184
Freedom Investment Management
Connecticut
$869K +$54.3K +589 +7%
BAC
185
Boys Arnold & Co
North Carolina
$869K +$166K +1,800 +24%
ACM
186
Azimuth Capital Management
Michigan
$863K -$77.5K -840 -8%
PPA
187
Parametric Portfolio Associates
Washington
$861K -$57.8K -627 -6%
DPI
188
Diversified Portfolios Inc
Michigan
$860K -$22.6K -245 -3%
FA
189
FCG Advisors
New Jersey
$850K -$4.26M -46,210 -83%
BP
190
Ballentine Partners
Massachusetts
$832K
GF
191
Gerstein Fisher
New York
$810K +$16.5K +179 +2%
BFO
192
Boston Family Office
Massachusetts
$793K
AIS
193
American Investment Services
Massachusetts
$764K -$101K -1,100 -12%
SC
194
Stratford Consulting
Texas
$762K -$20.9K -227 -3%
PFP
195
Pinnacle Financial Partners
Tennessee
$760K +$10.2K +111 +1%
NG
196
NatWest Group
United Kingdom
$727K
MPM
197
Meritage Portfolio Management
Kansas
$712K +$123K +1,335 +21%
ABC
198
Associated Banc-Corp
Wisconsin
$706K
EWM
199
Evercore Wealth Management
New York
$685K -$784K -8,502 -53%
ELC
200
Edgar Lomax Company
Virginia
$679K