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iShares S&P 500 Value ETF
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Overview Fund Activity

357 hedge funds and large institutions have $4.72B invested in iShares S&P 500 Value ETF in 2015 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 128 increasing their positions, 129 reducing their positions, and 22 closing their positions.

Holders
357
Holders Change
+2
Holders Change %
+0.56%
% of All Funds
9.63%
Holding in Top 10
38
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.7%
% of All Funds
1.02%
New
29
Increased
128
Reduced
129
Closed
22
Calls
$2.32M
Puts
$406K
Net Calls
+$1.92M
Net Calls Change
+$131K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$734M
2
GC
2
Guggenheim Capital
Illinois
$62.2M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$190M
4
Wells Fargo
4
Wells Fargo
California
$503M
5
US Bancorp
5
US Bancorp
Minnesota
$36.2M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$18.2M
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$89.3M
3
IA
3
IndexIQ Advisors
New York
$1.66M
4
MCM
4
MV Capital Management
Maryland
$13.3M
5
CS
5
Credit Suisse
Switzerland
$6.46M
Name Market Value Shares Shares
Change 		Shares
Change %
WCM
251
Wealthcare Capital Management
Virginia
$379K 4,110 -6,417 -61%
WEC
252
Winslow Evans & Crocker
Massachusetts
$372K 4,036 – –
SSWM
253
Sheets Smith Wealth Management
North Carolina
$372K 4,037 – –
SFPM
254
Sensible Financial Planning & Management
Massachusetts
$368K 3,995 +47 +1%
CM
255
Churchill Management
California
$355K 3,846 -3 -0.1%
AW
256
ACG Wealth
Georgia
$350K 3,800 +114 +3%
PFBT
257
Parkside Financial Bank & Trust
Missouri
$342K 3,711 -118 -3%
Susquehanna International Group
258
Susquehanna International Group
Pennsylvania
$341K 3,700 -10,367 -74%
CCM
259
Condor Capital Management
New Jersey
$339K 3,680 +170 +5%
ONB
260
Old National Bancorp
Indiana
$335K 3,629 -796 -18%
CL
261
CPWM LLC
Washington
$334K 3,626 +13 +0.4%
IAA
262
Ironsides Asset Advisors
North Carolina
$331K 3,585 – –
CWM
263
Concert Wealth Management
California
$331K 3,589 +3,589 New
HI
264
Horizon Investments
North Carolina
$330K 3,580 – –
LNC
265
Lincoln National Corp
Pennsylvania
$330K 3,511 – –
NFG
266
Next Financial Group
Texas
$328K 3,564 -59 -2%
ASN
267
Advisory Services Network
Georgia
$320K 3,450 -7,512 -69%
WG
268
Welch Group
Alabama
$312K 3,382 – –
SWP
269
Stratos Wealth Partners
Ohio
$309K 3,353 -1,575 -32%
ACM
270
Ashford Capital Management
Delaware
$306K 3,317 -14,585 -81%
TTWM
271
TCV Trust & Wealth Management
Virginia
$295K 3,202 – –
CB
272
Commerce Bank
Missouri
$293K 3,177 +458 +17%
JIC
273
Johnson Investment Counsel
Ohio
$290K 3,150 +498 +19%
EWA
274
EP Wealth Advisors
California
$289K 3,139 +139 +5%
ICAS
275
Investors Capital Advisory Services
Massachusetts
$284K 3,090 -419 -12%
9 10
11
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