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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 %
WTC
251
WhitTier Trust Company
Nevada
$175K 2,050 – –
GT
252
Glenmede Trust
Pennsylvania
$173K 2,028 – –
BRWA
253
B. Riley Wealth Advisors
Florida
$155K 1,815 +1,815 New
PAS
254
Partnervest Advisory Services
California
$135K 1,579 +1,579 New
Brown Advisory
255
Brown Advisory
Maryland
$126K 1,480 – –
Barclays
256
Barclays
United Kingdom
$122K 1,440 -160 -10%
PFG
257
Pacific Financial Group
Washington
$122K 1,425 +176 +14%
BIM
258
BlackRock Investment Management
Delaware
$109K 1,281 +469 +58%
CFN
259
Cordasco Financial Network
Florida
$107K 1,254 +1,254 New
FBT
260
Founders Bank & Trust
Michigan
$100K 1,243 +553 +80%
JFA
261
JNBA Financial Advisors
Minnesota
$87K 1,013 – –
BAM
262
Brave Asset Management
New Jersey
$81K 950 +950 New
EWM
263
Elite Wealth Management
Washington
$73K 854 – –
CFA
264
Carroll Financial Associates
North Carolina
$69K 818 +198 +32%
Parallax Volatility Advisers
265
Parallax Volatility Advisers
California
$58K 679 +436 +179%
HCM
266
Horrell Capital Management
Arkansas
$55K 650 – –
CCM
267
CWH Capital Management
Washington
$52K 610 +610 New
TCOV
268
Trust Company of Vermont
Vermont
$47K 550 +550 New
WT
269
Whittier Trust
California
$46K 540 – –
WEC
270
Winslow Evans & Crocker
Massachusetts
$42K 489 +489 New
GI
271
Gradient Investments
Minnesota
$41K 481 – –
MPWT
272
MassMutual Private Wealth & Trust
Connecticut
$36.7K 430 +430 New
WRM
273
Westport Resources Management
Connecticut
$32K 375 – –
SCG
274
Strategic Capital Group
Washington
$27K 311 -30,930 -99%
EAMA
275
EFG Asset Management (Americas)
Florida
$26.5K 310 +310 New
9 10
11
12 13