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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 %
FBNAT
26
FirstMerit Bank N.A. Trustee
Ohio
$38.8M 414,068 +900 +0.2%
TAT
27
TD Ameritrade Trust
Colorado
$35.5M 374,344 -5,911 -2%
MA
28
MUFG Americas
New York
$33.2M 354,374 -1,527 -0.4%
US Bancorp
29
US Bancorp
Minnesota
$29.8M 318,284 -7,110 -2%
PWAG
30
Polaris Wealth Advisory Group
California
$29.7M 316,897 -283,446 -47%
PFM
31
Phillips Financial Management
Indiana
$28.6M 311,512 +4,158 +1%
JPMorgan Chase & Co
32
JPMorgan Chase & Co
New York
$24.2M 258,248 -14,754 -5%
CC
33
Courier Capital
New York
$24M 256,012 +3,401 +1%
CAL
34
Capital Analysts LLC
Pennsylvania
$21.4M 227,737 +30,180 +15%
AIP
35
Ameritas Investment Partners
Nebraska
$20.6M 220,091 +16,300 +8%
LTFS
36
Ladenburg Thalmann Financial Services
Florida
$19.5M 208,122 +98,982 +91%
F
37
FutureAdvisor
California
$19.1M 203,635 +203,635 New
RJA
38
Raymond James & Associates
Florida
$18.3M 194,848 +42,869 +28%
QIM
39
Quest Investment Management
Oregon
$17.8M 189,860 – –
SGAM
40
Steinberg Global Asset Management
Florida
$17.6M 188,095 +24,893 +15%
AIG
41
American International Group
New York
$17.5M 186,646 +101,101 +118%
BTS
42
BB&T Securities
Virginia
$17M 18,148 -1,144 -6%
1IA
43
1834 Investment Advisors
Wisconsin
$16.5M 175,739 +4,484 +3%
LI
44
LVZ Inc
Michigan
$16.1M 171,905 +48,944 +40%
BCI
45
Brinker Capital Investments
Pennsylvania
$16.1M 171,646 -65,032 -27%
DSA
46
Davis Selected Advisers
Arizona
$15.5M 165,396 +165,396 New
FCBT
47
First Citizens Bank & Trust
North Carolina
$15.4M 164,618 +5,457 +3%
AWM
48
Affinity Wealth Management
Delaware
$15M 159,564 +159,564 New
Ameriprise
49
Ameriprise
Minnesota
$14.4M 153,539 +29,780 +24%
BF
50
BOK Financial
Oklahoma
$13.7M 146,365 -10,214 -7%
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