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iShares S&P 500 Value ETF
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Overview Fund Activity

318 hedge funds and large institutions have $4.49B invested in iShares S&P 500 Value ETF in 2014 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 130 increasing their positions, 102 reducing their positions, and 19 closing their positions.

Holders
318
Holders Change
+4
Holders Change %
+1.27%
% of All Funds
9.23%
Holding in Top 10
34
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-8.11%
% of All Funds
0.99%
New
27
Increased
130
Reduced
102
Closed
19
Calls
$3.77M
Puts
$3.82M
Net Calls
-$45K
Net Calls Change
+$4.19M

Top Buyers

1
M&T Bank
1
M&T Bank
New York
$148M
2
Franklin Resources
2
Franklin Resources
California
$57.4M
3
BMM
3
Berkshire Money Management
Massachusetts
$32.4M
4
PWAG
4
Polaris Wealth Advisory Group
California
$54.1M
5
LPL Financial
5
LPL Financial
California
$169M

Top Sellers

1
ACH
1
Axis Capital Holdings
Bermuda
$0
2
Bank of America
2
Bank of America
North Carolina
$275M
3
Axa
3
Axa
France
$8.25M
4
UCFA
4
United Capital Financial Advisors
Texas
$75.1M
5
Goldman Sachs
5
Goldman Sachs
New York
$22.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
BSB
226
Bangor Savings Bank
Maine
$430K – – –
YP
227
Yellowstone Partners
Idaho
$426K -$38.7K -430 -8%
RIA
228
Regal Investment Advisors
Michigan
$402K +$90 +1 +0%
HIS
229
Horizon Investment Services
Indiana
$401K +$16.9K +188 +4%
Two Sigma Investments
230
Two Sigma Investments
New York
$395K +$395K +4,386 New
PAMG
231
Patton Albertson Miller Group
Tennessee
$383K +$177K +1,961 +86%
LW
232
Linscomb Wealth
Texas
$382K – – –
SSWM
233
Sheets Smith Wealth Management
North Carolina
$364K – – –
WEC
234
Winslow Evans & Crocker
Massachusetts
$364K +$319K +3,547 +725%
MCM
235
Manchester Capital Management
Vermont
$360K – – –
CCM
236
Condor Capital Management
New Jersey
$348K -$9.19K -102 -3%
PFBT
237
Parkside Financial Bank & Trust
Missouri
$345K +$50.7K +563 +17%
CIM
238
Confluence Investment Management
Missouri
$330K -$173K -1,921 -34%
ONB
239
Old National Bancorp
Indiana
$329K -$26.9K -299 -8%
HI
240
Horizon Investments
North Carolina
$326K -$198K -2,196 -38%
IAA
241
Ironsides Asset Advisors
North Carolina
$323K – – –
William Blair & Company
242
William Blair & Company
Illinois
$315K – – –
TTWM
243
TCV Trust & Wealth Management
Virginia
$306K – – –
NAM
244
North American Management
Massachusetts
$297K – – –
WCM
245
Wealthcare Capital Management
Virginia
$296K – – –
CIC
246
Carnegie Investment Counsel
Ohio
$295K +$295K +3,275 New
BRWA
247
B. Riley Wealth Advisors
Florida
$285K -$147K -1,631 -34%
BOK
248
Bank of Kentucky
Kentucky
$281K -$58.6K -650 -17%
FHA
249
First Horizon Advisors
Tennessee
$278K -$16K -178 -5%
BFEC
250
Benjamin F. Edwards & Company
Missouri
$270K -$163K -1,807 -38%
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