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iShares S&P 500 Value ETF
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Overview Fund Activity

314 hedge funds and large institutions have $4.33B invested in iShares S&P 500 Value ETF in 2014 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 135 increasing their positions, 83 reducing their positions, and 20 closing their positions.

Holders
314
Holders Change
+15
Holders Change %
+5.02%
% of All Funds
9.03%
Holding in Top 10
37
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+23.33%
% of All Funds
1.06%
New
37
Increased
135
Reduced
83
Closed
20
Calls
$1.85M
Puts
$6.09M
Net Calls
-$4.23M
Net Calls Change
-$428K

Top Buyers

1
VA
1
Valmark Advisers
Ohio
$481M
2
LPL Financial
2
LPL Financial
California
$149M
3
QA
3
Quantitative Advantage
Minnesota
$65.3M
4
Bank of America
4
Bank of America
North Carolina
$287M
5
SMA
5
Simply Money Advisors
Ohio
$38.1M

Top Sellers

1
USAA
1
United Services Automobile Association
Texas
$76.3M
2
SCG
2
Strategic Capital Group
Washington
$0
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$6.01M
4
WT
4
Wilmington Trust
Delaware
$99.1M
5
UCFA
5
United Capital Financial Advisors
Texas
$82.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIA
251
Choate Investment Advisors
Massachusetts
$268K – – –
FCI
252
Financial Counselors Inc
Kansas
$267K +$26.3K +291 +11%
BRWM
253
B. Riley Wealth Management
Tennessee
$267K +$267K +2,960 New
PSI
254
Pinnacle Summer Investments
Virginia
$262K – – –
DY
255
Dowling & Yahnke
California
$254K -$11.6K -128 -4%
MC
256
Mathes Company
New York
$253K – – –
OC
257
Oarsman Capital
Wisconsin
$252K -$4.07K -45 -2%
VKH
258
Virtu KCG Holdings
New York
$249K +$249K +2,762 New
CAL
259
Capital Advisors Ltd
Ohio
$244K +$8.12K +90 +3%
FMWA
260
Forvis Mazars Wealth Advisors
Missouri
$243K -$22.5K -250 -8%
RT
261
Reliance Trust
Georgia
$241K -$14.2K -157 -6%
Franklin Resources
262
Franklin Resources
California
$240K – – –
MPM
263
Meritage Portfolio Management
Kansas
$239K -$119K -1,320 -33%
CB
264
Commerce Bank
Missouri
$232K – – –
ICAS
265
Investors Capital Advisory Services
Massachusetts
$231K – – –
MC
266
Moors & Cabot
Massachusetts
$231K +$231K +2,532 New
CCMD
267
Cypress Capital Management (Delaware)
Delaware
$227K – – –
MFP
268
Mosaic Financial Partners
California
$226K – – –
KA
269
Kovack Advisors
Florida
$225K +$225K +2,492 New
LCM
270
Lucas Capital Management
New Jersey
$224K +$1.17K +13 +0.5%
HFS
271
HL Financial Services
Kentucky
$219K -$2.61K -29 -1%
AL
272
Aspiriant LLC
California
$218K +$541 +6 +0.2%
MWP
273
MYCIO Wealth Partners
Pennsylvania
$216K -$812 -9 -0.4%
MBT
274
Montecito Bank & Trust
California
$211K +$211K +2,335 New
PAMG
275
Patton Albertson Miller Group
Tennessee
$205K +$205K +2,273 New
9 10
11
12 13