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iShares S&P 500 Value ETF
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Overview Fund Activity

398 hedge funds and large institutions have $5.57B invested in iShares S&P 500 Value ETF in 2015 Q4 according to their latest regulatory filings, with 71 funds opening new positions, 159 increasing their positions, 104 reducing their positions, and 26 closing their positions.

Holders
398
Holders Change
+41
Holders Change %
+11.48%
% of All Funds
10.45%
Holding in Top 10
41
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+5.13%
% of All Funds
1.08%
New
71
Increased
159
Reduced
104
Closed
26
Calls
$14.3M
Puts
$864K
Net Calls
+$13.4M
Net Calls Change
-$13.6M

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$178M
2
HI
2
Horizon Investments
North Carolina
$161M
3
LPL Financial
3
LPL Financial
California
$146M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$259M
5
Bank of America
5
Bank of America
North Carolina
$363M

Top Sellers

1
BMM
1
Berkshire Money Management
Massachusetts
$211K
2
VA
2
Valmark Advisers
Ohio
$442M
3
Franklin Resources
3
Franklin Resources
California
$38.2M
4
LI
4
LVZ Inc
Michigan
$0
5
NFG
5
Noven Financial Group
Colorado
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RCA
276
Rex Capital Advisors
Rhode Island
$429K – – –
NFG
277
Next Financial Group
Texas
$420K +$34K +384 +9%
AFP
278
Ausdal Financial Partners
Iowa
$419K +$419K +4,732 New
CIA
279
Covington Investment Advisors
Pennsylvania
$412K -$31.4K -355 -7%
PA
280
Parkside Advisors
California
$408K – – –
CPO
281
Cerity Partners OCIO
New York
$386K -$4.61K -52 -1%
FCI
282
Financial Counselors Inc
Kansas
$383K +$17.7K +200 +5%
CCS
283
Crosspoint Capital Strategies
California
$383K +$383K +4,083 New
BFEC
284
Benjamin F. Edwards & Company
Missouri
$381K +$2.57K +29 +0.7%
LWM
285
Lenox Wealth Management
Ohio
$381K +$381K +4,298 New
LWAC
286
Laurel Wealth Advisors (California)
California
$381K +$381K +4,306 New
SAM
287
Summit Asset Management
Tennessee
$375K – – –
LW
288
Linscomb Wealth
Texas
$374K – – –
YP
289
Yellowstone Partners
Idaho
$368K -$59.3K -670 -14%
William Blair & Company
290
William Blair & Company
Illinois
$358K -$11.8K -133 -3%
GT
291
Glenmede Trust
Pennsylvania
$358K – – –
WEC
292
Winslow Evans & Crocker
Massachusetts
$357K – – –
FWP
293
FAS Wealth Partners
Kansas
$357K +$357K +4,036 New
BSB
294
Bangor Savings Bank
Maine
$355K +$61.5K +695 +21%
MCM
295
Manchester Capital Management
Vermont
$354K – – –
ADL
296
Asset Dedication LLC
California
$353K +$353K +3,985 New
SFPM
297
Sensible Financial Planning & Management
Massachusetts
$344K – – –
SSWM
298
Sheets Smith Wealth Management
North Carolina
$342K – – –
AW
299
ACG Wealth
Georgia
$340K +$4.07K +46 +1%
IAA
300
Ironsides Asset Advisors
North Carolina
$322K +$4.87K +55 +2%
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12
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