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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 Market Value Shares Shares
Change
Shares
Change %
FNBTCON
201
First National Bank & Trust Co of Newtown
Pennsylvania
$602K 6,760 +640 +10%
CWM
202
Concert Wealth Management
California
$600K 6,831 -220 -3%
TIA
203
Tiemann Investment Advisors
California
$592K 6,560 +917 +16%
CDIA
204
Capital Directions Investment Advisors
Georgia
$590K 6,532
BJL
205
Brighton Jones LLC
Washington
$583K 6,455 +33 +0.5%
PFS
206
Prospera Financial Services
Texas
$582K 6,443 +737 +13%
RJT
207
Raymond James Trust
Florida
$577K 6,397
PA
208
Parkside Advisors
California
$576K 6,376 -20 -0.3%
GG
209
Gofen & Glossberg
Illinois
$544K 6,027 -280 -4%
AF
210
Allworth Financial
California
$538K 5,962
AW
211
ACG Wealth
Georgia
$534K 5,911 +29 +0.5%
WG
212
Welch Group
Alabama
$530K 5,872 +5,872 New
SWA
213
SFMG Wealth Advisors
Texas
$526K 5,822
HI
214
Horizon Investments
North Carolina
$525K 5,819 +43 +0.7%
BDF
215
Balasa Dinverno & Foltz
$522K 5,786 -79 -1%
CIM
216
Confluence Investment Management
Missouri
$505K 5,588 +488 +10%
BPC
217
Banque Pictet & Cie
Switzerland
$497K 5,500
NEPWA
218
New England Private Wealth Advisors
Massachusetts
$495K 5,485 -546 -9%
DADC
219
D.A. Davidson & Co
Montana
$495K 5,494 -16 -0.3%
BIM
220
BlackRock Investment Management
Delaware
$481K 5,330
CL
221
Choreo LLC
Illinois
$481K 5,328 +1 +0%
BOTW
222
Bank of the West
California
$469K 5,190 -570 -10%
YP
223
Yellowstone Partners
Idaho
$466K 5,165 -285 -5%
AC
224
Alexandria Capital
Virginia
$465K 5,154 -191 -4%
BSW
225
Buckingham Strategic Wealth
Missouri
$464K 5,136 -303 -6%