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iShares S&P 500 Value ETF
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Overview Fund Activity

318 hedge funds and large institutions have $4.49B invested in iShares S&P 500 Value ETF in 2014 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 130 increasing their positions, 102 reducing their positions, and 19 closing their positions.

Holders
318
Holders Change
+4
Holders Change %
+1.27%
% of All Funds
9.23%
Holding in Top 10
34
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-8.11%
% of All Funds
0.99%
New
27
Increased
130
Reduced
102
Closed
19
Calls
$3.77M
Puts
$3.82M
Net Calls
-$45K
Net Calls Change
+$4.19M

Top Buyers

1
M&T Bank
1
M&T Bank
New York
$148M
2
Franklin Resources
2
Franklin Resources
California
$57.4M
3
BMM
3
Berkshire Money Management
Massachusetts
$32.4M
4
PWAG
4
Polaris Wealth Advisory Group
California
$54.1M
5
LPL Financial
5
LPL Financial
California
$169M

Top Sellers

1
ACH
1
Axis Capital Holdings
Bermuda
$0
2
Bank of America
2
Bank of America
North Carolina
$275M
3
Axa
3
Axa
France
$8.25M
4
UCFA
4
United Capital Financial Advisors
Texas
$75.1M
5
Goldman Sachs
5
Goldman Sachs
New York
$22.1M
Name Market Value Shares Shares
Change 		Shares
Change %
BMM
26
Berkshire Money Management
Massachusetts
$32.4M 359,937 +359,937 New
MA
27
MUFG Americas
New York
$32.1M 355,901 -1,847 -0.5%
US Bancorp
28
US Bancorp
Minnesota
$29.3M 325,394 +15,301 +5%
PFM
29
Phillips Financial Management
Indiana
$26.9M 307,354 -2,134 -0.7%
JPMorgan Chase & Co
30
JPMorgan Chase & Co
New York
$24.6M 273,002 +71,850 +36%
NPC
31
National Planning Corporation
California
$22.9M 254,377 +43,823 +21%
CC
32
Courier Capital
New York
$22.8M 252,611 +3,315 +1%
Goldman Sachs
33
Goldman Sachs
New York
$22.1M 245,131 -71,214 -23%
BCI
34
Brinker Capital Investments
Pennsylvania
$21.3M 236,678 +4,282 +2%
AIP
35
Ameritas Investment Partners
Nebraska
$18.4M 203,791 +39,852 +24%
CAL
36
Capital Analysts LLC
Pennsylvania
$17.8M 197,557 +17,694 +10%
BTS
37
BB&T Securities
Virginia
$17.4M 19,292 +8,674 +82%
QIM
38
Quest Investment Management
Oregon
$17.1M 189,860 – –
1IA
39
1834 Investment Advisors
Wisconsin
$15.4M 171,255 +6,175 +4%
SGAM
40
Steinberg Global Asset Management
Florida
$14.7M 163,202 +3,571 +2%
FCBT
41
First Citizens Bank & Trust
North Carolina
$14.3M 159,161 +19,070 +14%
BF
42
BOK Financial
Oklahoma
$14.1M 156,579 +26 +0%
RJA
43
Raymond James & Associates
Florida
$13.7M 151,979 +16,471 +12%
AA
44
Alesco Advisors
New York
$13.6M 150,873 +841 +0.6%
V
45
Veritable
Delaware
$12.8M 142,136 -164 -0.1%
TAM
46
Todd Asset Management
Kentucky
$12.2M 135,750 -5,850 -4%
NSIM
47
North Star Investment Management
Illinois
$12M 132,955 +1,003 +0.8%
GIA
48
GHP Investment Advisors
Colorado
$11.7M 129,659 +693 +0.5%
SMC
49
Smith, Moore & Co
Missouri
$11.4M 126,300 +6,415 +5%
Ameriprise
50
Ameriprise
Minnesota
$11.1M 123,759 +12,019 +11%
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