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iShares S&P 500 Value ETF
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Overview Fund Activity

359 hedge funds and large institutions have $5.04B invested in iShares S&P 500 Value ETF in 2014 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 136 increasing their positions, 92 reducing their positions, and 19 closing their positions.

Holders
359
Holders Change
+41
Holders Change %
+12.89%
% of All Funds
9.58%
Holding in Top 10
37
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+8.82%
% of All Funds
0.99%
New
63
Increased
136
Reduced
92
Closed
19
Calls
$1.37M
Puts
$947K
Net Calls
+$422K
Net Calls Change
+$467K

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$195M
2
Goldman Sachs
2
Goldman Sachs
New York
$114M
3
Betterment LLC
3
Betterment LLC
New York
$90.8M
4
USAA
4
United Services Automobile Association
Texas
$132M
5
VanEck Associates
5
VanEck Associates
New York
$43M

Top Sellers

1
SMA
1
Simply Money Advisors
Ohio
$0
2
UCFA
2
United Capital Financial Advisors
Texas
$41.9M
3
PWAG
3
Polaris Wealth Advisory Group
California
$29.7M
4
LPL Financial
4
LPL Financial
California
$164M
5
NPC
5
National Planning Corporation
California
$10.4M
Name Market Value Shares Shares
Change 		Shares
Change %
First Manhattan
351
First Manhattan
New York
$8K 86 – –
GAM
352
Gemmer Asset Management
California
$7K 78 +1 +1%
PG
353
Patten Group
Tennessee
$7K 70 +70 New
MA
354
MCF Advisors
Kentucky
$6K 69 – –
HRIA
355
Haberer Registered Investment Advisor
Ohio
$5K 50 – –
Manulife (Manufacturers Life Insurance)
356
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$3.33K 35,472 +3,485 +11%
CWM
357
Catamount Wealth Management
Connecticut
$3K 34 +34 New
TIM
358
Tortoise Investment Management
New York
$2K 25 – –
RCG
359
Ruggie Capital Group
Florida
$1K 15 +15 New
NG
360
NatWest Group
United Kingdom
$739 7,886 – –
NDSI
361
Newman Dignan & Sheerar Inc
Rhode Island
$506 5,400 -50 -0.9%
BRWA
362
B. Riley Wealth Advisors
Florida
$411 4,381 +1,221 +39%
SMA
363
Simply Money Advisors
Ohio
– – -424,578 Closed
EI
364
Excelsia Inc
Georgia
– – -120,473 Closed
Jane Street
365
Jane Street
New York
– – -108,738 Closed
CMP
366
Courage Miller Partners
Virginia
– – -53,166 Closed
CIBC World Market
367
CIBC World Market
Ontario, Canada
– – -16,736 Closed
SG Americas Securities
368
SG Americas Securities
New York
– – -11,646 Closed
FAAM
369
First Allied Asset Management
California
– – -11,159 Closed
VC
370
Vicus Capital
Pennsylvania
– – -9,645 Closed
GC
371
Garde Capital
Washington
– – -9,500 Closed
EWM
372
Evercore Wealth Management
New York
– – -7,427 Closed
CIC
373
Carnegie Investment Counsel
Ohio
– – -3,275 Closed
SFSIG
374
San Francisco Sentry Investment Group
California
– – -968 Closed
EWM
375
Elite Wealth Management
Washington
– – -854 Closed
12 13 14
15
16