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iShares S&P 500 Value ETF
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Overview Fund Activity

293 hedge funds and large institutions have $3.43B invested in iShares S&P 500 Value ETF in 2013 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 102 increasing their positions, 96 reducing their positions, and 9 closing their positions.

Holders
293
Holders Change
+37
Holders Change %
+14.45%
% of All Funds
8.51%
Holding in Top 10
30
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+11.11%
% of All Funds
0.87%
New
51
Increased
102
Reduced
96
Closed
9
Calls
$2.55M
Puts
$2.86M
Net Calls
-$316K
Net Calls Change
-$1.03M

Top Buyers

1
VA
1
Valmark Advisers
Ohio
$351M
2
Wells Fargo
2
Wells Fargo
California
$366M
3
LI
3
LVZ Inc
Michigan
$11.7M
4
Morgan Stanley
4
Morgan Stanley
New York
$611M
5
SMC
5
Smith, Moore & Co
Missouri
$10.2M

Top Sellers

1
UCFA
1
United Capital Financial Advisors
Texas
$0
2
BNP Paribas Financial Markets
2
BNP Paribas Financial Markets
France
$3.08K
3
VanEck Associates
3
VanEck Associates
New York
$0
4
PWAG
4
Polaris Wealth Advisory Group
California
$12.5M
5
LMIM
5
Lockheed Martin Investment Management
Maryland
$0
Name Market Value Shares Shares
Change 		Shares
Change %
QIM
26
Quest Investment Management
Oregon
$16.2M 189,860 – –
Fidelity Investments
27
Fidelity Investments
Massachusetts
$16M 187,363 +17,541 +10%
SGAM
28
Steinberg Global Asset Management
Florida
$15.5M 181,626 +581 +0.3%
BCI
29
Brinker Capital Investments
Pennsylvania
$14.8M 173,310 +19,527 +13%
Goldman Sachs
30
Goldman Sachs
New York
$14.4M 168,527 +59,314 +54%
CAL
31
Capital Analysts LLC
Pennsylvania
$14.3M 167,681 +9,615 +6%
TAM
32
Todd Asset Management
Kentucky
$13.9M 163,010 -6,680 -4%
JPMPWA
33
J.P. Morgan Private Wealth Advisors
California
$13.8M 160,927 +26,081 +19%
BF
34
BOK Financial
Oklahoma
$13.6M 159,674 -1,889 -1%
1IA
35
1834 Investment Advisors
Wisconsin
$13.4M 156,566 -239 -0.2%
AA
36
Alesco Advisors
New York
$13.2M 154,387 +281 +0.2%
V
37
Veritable
Delaware
$13.1M 153,470 -523 -0.3%
PWAG
38
Polaris Wealth Advisory Group
California
$12.5M 146,351 -177,572 -55%
LI
39
LVZ Inc
Michigan
$11.7M 136,337 +136,337 New
GIA
40
GHP Investment Advisors
Colorado
$11.2M 130,888 +1,241 +1%
NSIM
41
North Star Investment Management
Illinois
$11M 128,244 +254 +0.2%
SMC
42
Smith, Moore & Co
Missouri
$10.2M 119,705 +119,705 New
FCBT
43
First Citizens Bank & Trust
North Carolina
$8.88M 103,856 -3,992 -4%
Fifth Third Bancorp
44
Fifth Third Bancorp
Ohio
$8.64M 101,065 -2,919 -3%
TAIM
45
TD Ameritrade Investment Management
Nebraska
$8.31M 97,266 -348 -0.4%
Jones Financial Companies
46
Jones Financial Companies
Missouri
$8.18M 95,750 +6,767 +8%
CHFS
47
Cobble Hill Financial Services
New Jersey
$7.69M 90,000 -10,000 -10%
WF
48
WealthTrust Fairport
Ohio
$7.52M 88,033 -20,389 -19%
Susquehanna International Group
49
Susquehanna International Group
Pennsylvania
$7.34M 85,918 +20,353 +31%
AIM
50
Acropolis Investment Management
Missouri
$7.31M 85,480 -12,220 -13%
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