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iShares S&P 500 Value ETF

355 hedge funds and large institutions have $4.8B invested in iShares S&P 500 Value ETF in 2015 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 142 increasing their positions, 116 reducing their positions, and 32 closing their positions.

Holders
355
Holders Change
-4
Holders Change %
-1.11%
% of All Funds
9.47%
Holding in Top 10
37
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.99%
New
32
Increased
142
Reduced
116
Closed
32
Calls
$2.27M
Puts
$481K
Net Calls
+$1.79M
Net Calls Change
+$1.37M
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$683M 7,380,875 +71,800 +1%
VA
2
Valmark Advisers
Ohio
$498M 5,377,950 +110,171 +2%
Wells Fargo
3
Wells Fargo
California
$488M 5,274,544 +44,118 +0.8%
Bank of America
4
Bank of America
North Carolina
$304M 3,288,484 +73,235 +2%
UBS Group
5
UBS Group
Switzerland
$207M 2,235,831 +155,099 +7%
Goldman Sachs
6
Goldman Sachs
New York
$185M 2,001,289 +783,953 +64%
PNC Financial Services Group
7
PNC Financial Services Group
Pennsylvania
$162M 1,753,886 +61,137 +4%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$156M 1,688,110 +207,728 +14%
M&T Bank
9
M&T Bank
New York
$153M 1,655,802 -15,871 -0.9%
Bank of Montreal
10
Bank of Montreal
Ontario, Canada
$110M 1,191,541 -138,940 -10%
Betterment LLC
11
Betterment LLC
New York
$89.5M 967,031 -1,759 -0.2%
LPL Financial
12
LPL Financial
California
$70.7M 766,534 -981,145 -56%
FHB
13
First Hawaiian Bank
Hawaii
$70.1M 757,445 -47,424 -6%
Franklin Resources
14
Franklin Resources
California
$66.7M 720,095 -6,461 -0.9%
Stifel Financial
15
Stifel Financial
Missouri
$55.2M 596,804 +70,244 +13%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$45.6M 493,062 -72,774 -13%
KeyBank National Association
17
KeyBank National Association
Ohio
$45.2M 488,409 +2,732 +0.6%
Fidelity Investments
18
Fidelity Investments
Massachusetts
$44.1M 476,419 +1,324 +0.3%
EA
19
Efficient Advisors
Ohio
$41.1M 443,922 +12,555 +3%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$40.3M 434,845 -55,935 -11%
UCFA
21
United Capital Financial Advisors
Texas
$39.5M 420,554 -25,867 -6%
BMM
22
Berkshire Money Management
Massachusetts
$39.2M 423,761 +6,418 +2%
FBNAT
23
FirstMerit Bank N.A. Trustee
Ohio
$37.8M 408,082 -5,986 -1%
TAT
24
TD Ameritrade Trust
Colorado
$35.2M 380,631 +6,287 +2%
US Bancorp
25
US Bancorp
Minnesota
$30M 324,097 +5,813 +2%