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iShares S&P 500 Value ETF
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Overview Fund Activity

293 hedge funds and large institutions have $3.43B invested in iShares S&P 500 Value ETF in 2013 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 102 increasing their positions, 96 reducing their positions, and 9 closing their positions.

Holders
293
Holders Change
+37
Holders Change %
+14.45%
% of All Funds
8.51%
Holding in Top 10
30
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+11.11%
% of All Funds
0.87%
New
51
Increased
102
Reduced
96
Closed
9
Calls
$2.55M
Puts
$2.86M
Net Calls
-$316K
Net Calls Change
-$1.03M

Top Buyers

1
VA
1
Valmark Advisers
Ohio
$351M
2
Wells Fargo
2
Wells Fargo
California
$366M
3
Morgan Stanley
3
Morgan Stanley
New York
$611M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$96.9M
5
FHB
5
First Hawaiian Bank
Hawaii
$67.9M

Top Sellers

1
UCFA
1
United Capital Financial Advisors
Texas
$0
2
BNP Paribas Financial Markets
2
BNP Paribas Financial Markets
France
$3.08K
3
VanEck Associates
3
VanEck Associates
New York
$0
4
PWAG
4
Polaris Wealth Advisory Group
California
$12.5M
5
LMIM
5
Lockheed Martin Investment Management
Maryland
$0
Name Market Value Shares Shares
Change 		Shares
Change %
FHA
226
First Horizon Advisors
Tennessee
$269K 3,270 – –
SIMM
227
Stillwater Investment Management (Minnesota)
Minnesota
$268K 3,130 +3,130 New
DY
228
Dowling & Yahnke
California
$264K 3,087 -205 -6%
PCMI
229
Princeton Capital Management Inc
New Jersey
$262K 3,068 +3,068 New
MPM
230
Meritage Portfolio Management
Kansas
$257K 3,010 +330 +12%
EWA
231
EP Wealth Advisors
California
$256K 3,000 – –
CIA
232
Choate Investment Advisors
Massachusetts
$253K 2,965 -390 -12%
FMWA
233
Forvis Mazars Wealth Advisors
Missouri
$252K 2,945 – –
RT
234
Reliance Trust
Georgia
$242K 2,827 – –
MC
235
Mathes Company
New York
$239K 2,800 +2,800 New
T
236
TradeWorx
New Jersey
$234K 2,733 +2,733 New
OC
237
Oarsman Capital
Wisconsin
$230K 2,693 +108 +4%
MFP
238
Mosaic Financial Partners
California
$228K 2,672 – –
Franklin Resources
239
Franklin Resources
California
$227K 2,656 – –
FCI
240
Financial Counselors Inc
Kansas
$226K 2,639 -284 -10%
CB
241
Commerce Bank
Missouri
$220K 2,569 – –
ICAS
242
Investors Capital Advisory Services
Massachusetts
$219K 2,564 +2,564 New
CCMD
243
Cypress Capital Management (Delaware)
Delaware
$215K 2,517 +2,517 New
LCM
244
Lucas Capital Management
New Jersey
$210K 2,457 +2,457 New
VF
245
Virtu Financial
New York
$207K 2,420 +2,420 New
MWP
246
MYCIO Wealth Partners
Pennsylvania
$205K 2,404 +28 +1%
CTC
247
Central Trust Company
Missouri
$205K 2,403 +2,208 +1,132%
DC
248
Davenport & Co
Virginia
$204K 2,387 +2,387 New
WA
249
WFG Advisors
Texas
$193K 2,256 +711 +46%
HNB
250
Huntington National Bank
Ohio
– – – –
8 9
10
11 12