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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 %
MWM
51
Merriman Wealth Management
Washington
$7.24M 84,717 -3,570 -4%
CS
52
Credit Suisse
Switzerland
$7.23M 84,550 +55,549 +192%
Axa
53
Axa
France
$7.16M 83,771 -147,570 -64%
CCWA
54
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$7.09M 82,993 -1,715 -2%
EFSCE
55
Enterprise Financial Services Corp (EFSC)
Missouri
$7.06M 82,573 +9 +0%
WTIM
56
Wilmington Trust Investment Management
Delaware
$6.9M 81,443 -6,471 -7%
CFA
57
Cahill Financial Advisors
Minnesota
$6.81M 79,617 +79,617 New
CNB
58
City National Bank
California
$6.72M 78,655 +1,984 +3%
NPC
59
National Planning Corporation
California
$6.7M 78,397 -72,413 -48%
SB
60
Suntrust Banks
Georgia
$6.67M 78,081 +322 +0.4%
AMG
61
Asset Management Group
Connecticut
$6.36M 74,457 -402 -0.5%
AIG
62
American International Group
New York
$6.34M 74,195 -1,708 -2%
LNWWM
63
Laird Norton Wetherby Wealth Management
California
$6.3M 73,749 +410 +0.6%
RJA
64
Raymond James & Associates
Florida
$6.23M 72,896 +1,039 +1%
Deutsche Bank
65
Deutsche Bank
Germany
$6.16M 72,073 -72,777 -50%
CC
66
Cadinha & Co
Hawaii
$6.15M 71,932 -1,077 -1%
LIA
67
LBMC Investment Advisors
Tennessee
$6.14M 71,815 +510 +0.7%
Ameriprise
68
Ameriprise
Minnesota
$6.12M 71,718 +6,108 +9%
MGIA
69
Moneta Group Investment Advisors
Missouri
$6.06M 70,904 +603 +0.9%
PP
70
Palladium Partners
Virginia
$5.94M 69,540 +2,867 +4%
RFC
71
Regions Financial Corp
Alabama
$5.94M 69,513 +4,312 +7%
PGFC
72
Peapack-Gladstone Financial Corp
New Jersey
$5.83M 68,225 +8,132 +14%
AIP
73
Ameritas Investment Partners
Nebraska
$5.69M 66,621 +14,200 +27%
CBU
74
CIBC Bank USA
Illinois
$5.51M 64,454 +251 +0.4%
MLICM
75
Metropolitan Life Insurance Company (MetLife)
New York
$5.5M 64,400 +17,430 +37%
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