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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 %
AWM
201
Avior Wealth Management
Nebraska
$725K -$88.7K -946 -11%
AWA
202
Arete Wealth Advisors
Illinois
$722K -$187 -2 -0%
NAM
203
NTV Asset Management
West Virginia
$712K
CWM
204
Concert Wealth Management
California
$711K +$80.5K +863 +13%
ELC
205
Edgar Lomax Company
Virginia
$690K
NES
206
New England Securities
New York
$687K
ABC
207
Associated Banc-Corp
Wisconsin
$685K +$43.9K +468 +7%
OWD
208
Osborn Williams & Donohoe
Ohio
$677K
CWM
209
Confluence Wealth Management
Oregon
$677K +$3.85K +41 +0.6%
FNBTCON
210
First National Bank & Trust Co of Newtown
Pennsylvania
$651K +$17.4K +186 +3%
BAC
211
Boys Arnold & Co
North Carolina
$638K -$65.1K -694 -9%
TFCP
212
Twin Focus Capital Partners
Massachusetts
$633K
WSTAM
213
Wilbanks Smith & Thomas Asset Management
Virginia
$612K -$10.3K -110 -2%
CDIA
214
Capital Directions Investment Advisors
Georgia
$609K
TIA
215
Tiemann Investment Advisors
California
$592K -$44.2K -472 -7%
PFS
216
Prospera Financial Services
Texas
$580K -$14.7K -157 -2%
SWP
217
Stratos Wealth Partners
Ohio
$580K +$580K +6,187 New
PA
218
Parkside Advisors
California
$579K
LYV
219
Live Your Vision
Pennsylvania
$563K
GG
220
Gofen & Glossberg
Illinois
$560K
HIS
221
Horizon Investment Services
Indiana
$554K +$137K +1,458 +33%
SWA
222
SFMG Wealth Advisors
Texas
$546K
MIAN
223
Mariner Independent Advisor Network
Kansas
$538K +$538K +5,742 New
NCM
224
Neumann Capital Management
California
$532K +$532K +5,670 New
BOTW
225
Bank of the West
California
$521K +$45.7K +488 +10%