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iShares S&P 500 Value ETF
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Overview Fund Activity

398 hedge funds and large institutions have $5.57B invested in iShares S&P 500 Value ETF in 2015 Q4 according to their latest regulatory filings, with 71 funds opening new positions, 159 increasing their positions, 104 reducing their positions, and 26 closing their positions.

Holders
398
Holders Change
+41
Holders Change %
+11.48%
% of All Funds
10.45%
Holding in Top 10
41
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+5.13%
% of All Funds
1.08%
New
71
Increased
159
Reduced
104
Closed
26
Calls
$14.3M
Puts
$864K
Net Calls
+$13.4M
Net Calls Change
-$13.6M

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$178M
2
HI
2
Horizon Investments
North Carolina
$161M
3
SIM
3
Scottrade Investment Management
Missouri
$109M
4
LPL Financial
4
LPL Financial
California
$146M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$259M

Top Sellers

1
BMM
1
Berkshire Money Management
Massachusetts
$211K
2
VA
2
Valmark Advisers
Ohio
$442M
3
Franklin Resources
3
Franklin Resources
California
$38.2M
4
LI
4
LVZ Inc
Michigan
$0
5
NFG
5
Noven Financial Group
Colorado
$0
Name Market Value Shares Shares
Change 		Shares
Change %
MA
26
MUFG Americas
New York
$34.2M 385,946 +41,209 +12%
SEI Investments
27
SEI Investments
Pennsylvania
$32.7M 369,641 +92,203 +33%
RJFSA
28
Raymond James Financial Services Advisors
Florida
$30.4M 342,978 +56,271 +20%
Bank of Montreal
29
Bank of Montreal
Ontario, Canada
$29.9M 338,229 -53,285 -14%
LTFS
30
Ladenburg Thalmann Financial Services
Florida
$29.6M 333,797 +38,233 +13%
BlackRock
31
BlackRock
New York
$29.4M 331,850 +331,850 New
FBNAT
32
FirstMerit Bank N.A. Trustee
Ohio
$29.4M 331,597 -1,631 -0.5%
RJA
33
Raymond James & Associates
Florida
$28.3M 319,474 +11,030 +4%
DSA
34
Davis Selected Advisers
Arizona
$28M 316,410 +275,991 +683%
PFM
35
Phillips Financial Management
Indiana
$27.5M 335,485 +9,610 +3%
TAT
36
TD Ameritrade Trust
Colorado
$25.4M 286,893 -10,245 -3%
JPMorgan Chase & Co
37
JPMorgan Chase & Co
New York
$25.3M 285,432 +68,070 +31%
CAL
38
Capital Analysts LLC
Pennsylvania
$24.3M 274,318 +20,668 +8%
PWAG
39
Polaris Wealth Advisory Group
California
$24M 270,654 -24,311 -8%
AIP
40
Ameritas Investment Partners
Nebraska
$23.9M 270,243 -11,454 -4%
CCWA
41
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$23.8M 268,619 +80,934 +43%
CC
42
Courier Capital
New York
$23.4M 264,534 +4,659 +2%
BAAM
43
Baker Avenue Asset Management
California
$18.7M 211,491 +211,491 New
1IA
44
1834 Investment Advisors
Wisconsin
$17.2M 194,167 +14,473 +8%
AIG
45
American International Group
New York
$15.5M 174,726 +1,422 +0.8%
Ameriprise
46
Ameriprise
Minnesota
$15.2M 171,937 +24,184 +16%
FFS
47
Founders Financial Securities
Maryland
$14.4M 162,287 +162,287 New
MMA
48
Miracle Mile Advisors
California
$14.2M 160,259 -3,273 -2%
Axa
49
Axa
France
$14.2M 159,841 +32,250 +25%
Mariner
50
Mariner
Kansas
$14M 157,619 +70,080 +80%
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