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iShares S&P 500 Value ETF
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Overview Fund Activity

261 hedge funds and large institutions have $4.5B invested in iShares S&P 500 Value ETF in 2013 Q2 according to their latest regulatory filings, with 261 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

Holders
261
Holders Change
+261
Holders Change %
–
% of All Funds
8.52%
Holding in Top 10
35
Holding in Top 10 Change
+35
Holding in Top 10 Change %
%
% of All Funds
1.14%
New
261
Increased
–
Reduced
–
Closed
–
Calls
$1.35M
Puts
$1.51M
Net Calls
-$159K
Net Calls Change
-$159K

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Market Value Shares Shares
Change 		Shares
Change %
TAT
26
TD Ameritrade Trust
Colorado
$24.6M 324,306 +324,306 New
PFM
27
Phillips Financial Management
Indiana
$24.1M 304,087 +304,087 New
PWAG
28
Polaris Wealth Advisory Group
California
$23.9M 315,402 +315,402 New
ACH
29
Axis Capital Holdings
Bermuda
$23M 302,937 +302,937 New
Susquehanna International Group
30
Susquehanna International Group
Pennsylvania
$22.2M 293,149 +293,149 New
QIM
31
Quest Investment Management
Oregon
$19.2M 252,860 +252,860 New
VanEck Associates
32
VanEck Associates
New York
$19.1M 252,427 +252,427 New
CC
33
Courier Capital
New York
$18M 237,457 +237,457 New
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$17.9M 236,133 +236,133 New
RJA
35
Raymond James & Associates
Florida
$14.3M 188,555 +188,555 New
TAM
36
Todd Asset Management
Kentucky
$13.5M 177,510 +177,510 New
BCI
37
Brinker Capital Investments
Pennsylvania
$13.4M 177,148 +177,148 New
LMIM
38
Lockheed Martin Investment Management
Maryland
$13.4M 176,932 +176,932 New
JPMPWA
39
J.P. Morgan Private Wealth Advisors
California
$13.2M 174,618 +174,618 New
SGAM
40
Steinberg Global Asset Management
Florida
$12.9M 169,963 +169,963 New
BF
41
BOK Financial
Oklahoma
$12.3M 162,509 +162,509 New
AA
42
Alesco Advisors
New York
$12.1M 159,844 +159,844 New
V
43
Veritable
Delaware
$12M 158,940 +158,940 New
1IA
44
1834 Investment Advisors
Wisconsin
$11.8M 155,811 +155,811 New
JPMorgan Chase & Co
45
JPMorgan Chase & Co
New York
$11.6M 152,591 +152,591 New
IFS
46
Ifrah Financial Services
Arkansas
$11.5M 151,912 +151,912 New
CAL
47
Capital Analysts LLC
Pennsylvania
$11.2M 147,627 +147,627 New
CS
48
Credit Suisse
Switzerland
$10.7M 141,135 +141,135 New
Goldman Sachs
49
Goldman Sachs
New York
$10.7M 140,876 +140,876 New
GIA
50
GHP Investment Advisors
Colorado
$9.6M 126,731 +126,731 New
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