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iShares S&P 500 Value ETF

357 hedge funds and large institutions have $4.56B invested in iShares S&P 500 Value ETF in 2015 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 135 increasing their positions, 118 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
357
Holders Change
Holders Change %
0%
% of All Funds
9.98%
Holding in Top 10
39
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.63%
% of All Funds
1.09%
New
29
Increased
135
Reduced
118
Closed
25
Calls
$27.1M
Puts
$102K
Net Calls
+$27M
Net Calls Change
+$25.1M
Name Holding Trade Value Shares
Change
Shares
Change %
AIS
201
American Investment Services
Massachusetts
$697K
SC
202
Stratford Consulting
Texas
$695K
PFP
203
Pinnacle Financial Partners
Tennessee
$675K -$18.1K -215 -3%
NG
204
NatWest Group
United Kingdom
$663K
ACM
205
Azimuth Capital Management
Michigan
$650K -$136K -1,620 -17%
ABC
206
Associated Banc-Corp
Wisconsin
$643K
BFO
207
Boston Family Office
Massachusetts
$630K -$92.4K -1,100 -13%
EWM
208
Evercore Wealth Management
New York
$624K
GF
209
Gerstein Fisher
New York
$622K -$115K -1,372 -16%
ELC
210
Edgar Lomax Company
Virginia
$618K
CWM
211
Confluence Wealth Management
Oregon
$606K +$3.19K +38 +0.5%
TIA
212
Tiemann Investment Advisors
California
$604K +$52.2K +621 +9%
BDF
213
Balasa Dinverno & Foltz
$590K +$155K +1,845 +36%
AWM
214
Avior Wealth Management
Nebraska
$580K -$2.1K -25 -0.4%
PA
215
Pinnacle Associates
New York
$570K -$14.7K -175 -3%
BOTW
216
Bank of the West
California
$557K +$186K +2,215 +50%
NAM
217
NTV Asset Management
West Virginia
$555K -$24.8K -295 -4%
CDIA
218
Capital Directions Investment Advisors
Georgia
$549K
PFS
219
Prospera Financial Services
Texas
$541K -$20.2K -240 -4%
RMCM
220
Reynders McVeigh Capital Management
Massachusetts
$538K +$538K +6,397 New
LYV
221
Live Your Vision
Pennsylvania
$518K
SWA
222
SFMG Wealth Advisors
Texas
$517K +$3.95K +47 +0.8%
OWD
223
Osborn Williams & Donohoe
Ohio
$516K
HTHT
224
Hemenway Trust Hemenway Trust
New Hampshire
$513K +$513K +6,100 New
GG
225
Gofen & Glossberg
Illinois
$501K