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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
SIM
3
Scottrade Investment Management
Missouri
$109M
4
LPL Financial
4
LPL Financial
California
$146M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$259M

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 Market Value Shares Shares
Change 		Shares
Change %
JGIA
326
Jackson Grant Investment Advisers
Connecticut
$242K 2,728 +2,728 New
PAM
327
Peak Asset Management
Colorado
$241K 2,717 -163 -6%
TRCT
328
Tower Research Capital (TRC)
New York
$240K 2,707 -26,327 -91%
CWM
329
Concert Wealth Management
California
$238K 2,666 -352 -12%
WSFS
330
Wilmington Savings Fund Society
Delaware
$238K 2,691 +2,691 New
CPSAC
331
Chas P. Smith & Associates (CPS)
Florida
$231K 2,608 +30 +1%
MC
332
Mathes Company
New York
$230K 2,600 – –
CIA
333
Choate Investment Advisors
Massachusetts
$229K 2,440 -1,112 -31%
LCM
334
Lucas Capital Management
New Jersey
$228K 2,573 +33 +1%
CMP
335
Courage Miller Partners
Virginia
$228K 2,573 +2,573 New
CCMD
336
Cypress Capital Management (Delaware)
Delaware
$223K 2,517 – –
AIA
337
Alerus Investment Advisors
Minnesota
$223K 2,524 +1,561 +162%
FMWA
338
Forvis Mazars Wealth Advisors
Missouri
$222K 2,504 +129 +5%
DMC
339
Drexel Morgan & Co
Pennsylvania
$219K 2,475 – –
HCIA
340
Hochman Cole Investment Advisors
Illinois
$218K 2,465 +2,465 New
MWP
341
MYCIO Wealth Partners
Pennsylvania
$217K 2,456 +16 +0.7%
BMM
342
Berkshire Money Management
Massachusetts
$211K 2,386 -398,092 -99%
WAM
343
Wolverine Asset Management
Illinois
$201K 2,276 +2,276 New
ACM
344
Armbruster Capital Management
New York
$197K 2,225 +2,225 New
CTC
345
Central Trust Company
Missouri
$191K 2,155 +174 +9%
WTC
346
WhitTier Trust Company
Nevada
$181K 2,050 – –
AF
347
Arrow Financial
New York
$181K 2,050 +2,050 New
HWP
348
Hefty Wealth Partners
Indiana
$146K 1,653 +1,653 New
AIM
349
Advantage Investment Management
Iowa
$145K 1,637 – –
CPIG
350
Chicago Partners Investment Group
Illinois
$143K 1,618 +1,618 New
12 13
14
15 16