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iShares S&P 500 Value ETF
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Overview Fund Activity

299 hedge funds and large institutions have $3.64B invested in iShares S&P 500 Value ETF in 2014 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 102 increasing their positions, 107 reducing their positions, and 24 closing their positions.

Holders
299
Holders Change
+6
Holders Change %
+2.05%
% of All Funds
8.64%
Holding in Top 10
30
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.87%
New
31
Increased
102
Reduced
107
Closed
24
Calls
$3.9M
Puts
$7.71M
Net Calls
-$3.81M
Net Calls Change
-$3.49M

Top Buyers

1
UCFA
1
United Capital Financial Advisors
Texas
$83M
2
VA
2
Valmark Advisers
Ohio
$374M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$32M
4
NPC
4
National Planning Corporation
California
$16.9M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$108M

Top Sellers

1
WT
1
Wilmington Trust
Delaware
$99.9M
2
MWM
2
Merriman Wealth Management
Washington
$0
3
WTNA
3
Wilmington Trust National Association
Delaware
$37.9M
4
Bank of America
4
Bank of America
North Carolina
$218M
5
JPMPWA
5
J.P. Morgan Private Wealth Advisors
California
$8.57M
Name Market Value Shares Shares
Change 		Shares
Change %
WG
301
Welch Group
Alabama
– – -15,306 Closed
Two Sigma Investments
302
Two Sigma Investments
New York
– – -14,332 Closed
ST
303
Sentinel Trust
Texas
– – -12,600 Closed
FA
304
FCG Advisors
New Jersey
– – -6,721 Closed
CSIA
305
Charles Schwab Investment Advisory
California
– – -6,692 Closed
BP
306
Banyan Partners
Florida
– – -6,542 Closed
SG Americas Securities
307
SG Americas Securities
New York
– – -5,904 Closed
TNBTD
308
Trustmark National Bank Trust Department
Mississippi
– – -3,715 Closed
MG
309
Mather Group
Illinois
– – -3,680 Closed
DSA
310
Davis Selected Advisers
Arizona
– – -3,632 Closed
PCMI
311
Princeton Capital Management Inc
New Jersey
– – -3,068 Closed
T
312
TradeWorx
New Jersey
– – -2,733 Closed
VF
313
Virtu Financial
New York
– – -2,420 Closed
BAM
314
Brave Asset Management
New Jersey
– – -950 Closed
CCM
315
CWH Capital Management
Washington
– – -610 Closed
TCOV
316
Trust Company of Vermont
Vermont
– – -550 Closed
GI
317
Gradient Investments
Minnesota
– – -481 Closed
MPWT
318
MassMutual Private Wealth & Trust
Connecticut
– – -430 Closed
SF
319
Synovus Financial
Georgia
– – -200 Closed
SSB
320
Sandy Spring Bank
Maryland
– – -200 Closed
KTC
321
Kistler-Tiffany Companies
Pennsylvania
– – -100 Closed
NMIS
322
Northwestern Mutual Investment Services
Wisconsin
– – -84 Closed
BNP Paribas Financial Markets
323
BNP Paribas Financial Markets
France
– – -36 Closed
BRWM
324
B. Riley Wealth Management
Tennessee
– – – –
SMA
325
Simply Money Advisors
Ohio
$0 2 +2 New
9 10 11 12
13