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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

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding

Funds holding:

12% more capital invested

Capital invested by funds: $4.49B → $5.04B (+$553M)

9% more funds holding in top 10

Funds holding in top 10: 3437 (+3)

2.43% more ownership

Funds ownership: 55.34%57.77% (+2.4%)

Holders
359
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
37
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.37M
Puts
$947K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
201
$725K
202
$722K
203
$712K
204
$711K
205
$690K
206
$687K
207
$685K
208
$677K
209
$677K
210
$651K
211
$638K
212
$633K
213
$612K
214
$609K
215
$592K
216
$580K
217
$580K
218
$579K
219
$563K
220
$560K
221
$554K
222
$546K
223
$538K
224
$532K
225
$521K