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iShares S&P 500 Value ETF
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Overview Fund Activity

299 hedge funds and large institutions have $3.64B invested in iShares S&P 500 Value ETF in 2014 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 102 increasing their positions, 107 reducing their positions, and 24 closing their positions.

Holders
299
Holders Change
+6
Holders Change %
+2.05%
% of All Funds
8.64%
Holding in Top 10
30
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.87%
New
31
Increased
102
Reduced
107
Closed
24
Calls
$3.9M
Puts
$7.71M
Net Calls
-$3.81M
Net Calls Change
-$3.49M

Top Buyers

1
UCFA
1
United Capital Financial Advisors
Texas
$83M
2
VA
2
Valmark Advisers
Ohio
$374M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$32M
4
NPC
4
National Planning Corporation
California
$16.9M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$108M

Top Sellers

1
WT
1
Wilmington Trust
Delaware
$99.9M
2
MWM
2
Merriman Wealth Management
Washington
$0
3
WTNA
3
Wilmington Trust National Association
Delaware
$37.9M
4
Bank of America
4
Bank of America
North Carolina
$218M
5
JPMPWA
5
J.P. Morgan Private Wealth Advisors
California
$8.57M
Name Holding Trade Value Shares
Change 		Shares
Change %
TAIM
51
TD Ameritrade Investment Management
Nebraska
$8.33M -$126K -1,452 -1%
CHFS
52
Cobble Hill Financial Services
New Jersey
$7.82M – – –
RJA
53
Raymond James & Associates
Florida
$7.65M +$1.32M +15,167 +21%
SCG
54
Strategic Capital Group
Washington
$7.53M +$7.5M +86,365 +27,770%
WF
55
WealthTrust Fairport
Ohio
$7.52M -$130K -1,495 -2%
Ameriprise
56
Ameriprise
Minnesota
$7.37M +$1.15M +13,213 +18%
AIM
57
Acropolis Investment Management
Missouri
$7.26M -$166K -1,909 -2%
CCWA
58
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$7.22M +$10.8K +124 +0.1%
CFA
59
Cahill Financial Advisors
Minnesota
$7.15M +$230K +2,651 +3%
EFSCE
60
Enterprise Financial Services Corp (EFSC)
Missouri
$6.85M -$328K -3,775 -5%
SB
61
Suntrust Banks
Georgia
$6.78M – – –
AIP
62
Ameritas Investment Partners
Nebraska
$6.62M +$829K +9,538 +14%
PGFC
63
Peapack-Gladstone Financial Corp
New Jersey
$6.54M +$615K +7,079 +10%
AMG
64
Asset Management Group
Connecticut
$6.46M -$9.39K -108 -0.1%
PP
65
Palladium Partners
Virginia
$6.41M +$368K +4,236 +6%
LNWWM
66
Laird Norton Wetherby Wealth Management
California
$6.4M -$10.2K -117 -0.2%
MBT
67
Monroe Bank & Trust
Michigan
$6.3M +$889K +10,233 +16%
LIA
68
LBMC Investment Advisors
Tennessee
$6.28M +$33.9K +390 +0.5%
MGIA
69
Moneta Group Investment Advisors
Missouri
$6.17M +$11.6K +133 +0.2%
CNB
70
City National Bank
California
$6.12M -$718K -8,257 -10%
RFC
71
Regions Financial Corp
Alabama
$5.75M -$289K -3,326 -5%
CC
72
Cadinha & Co
Hawaii
$5.49M -$757K -8,713 -12%
PAG
73
Private Advisor Group
New Jersey
$4.95M +$808K +9,293 +20%
CBU
74
CIBC Bank USA
Illinois
$4.74M -$863K -9,925 -15%
Citigroup
75
Citigroup
New York
$4.66M +$1.26M +14,484 +37%
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