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iShares S&P 500 Value ETF
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Overview Fund Activity

314 hedge funds and large institutions have $4.33B invested in iShares S&P 500 Value ETF in 2014 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 135 increasing their positions, 83 reducing their positions, and 20 closing their positions.

Holders
314
Holders Change
+15
Holders Change %
+5.02%
% of All Funds
9.03%
Holding in Top 10
37
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+23.33%
% of All Funds
1.06%
New
37
Increased
135
Reduced
83
Closed
20
Calls
$1.85M
Puts
$6.09M
Net Calls
-$4.23M
Net Calls Change
-$428K

Top Buyers

1
VA
1
Valmark Advisers
Ohio
$481M
2
LPL Financial
2
LPL Financial
California
$149M
3
QA
3
Quantitative Advantage
Minnesota
$65.3M
4
Bank of America
4
Bank of America
North Carolina
$287M
5
SMA
5
Simply Money Advisors
Ohio
$38.1M

Top Sellers

1
USAA
1
United Services Automobile Association
Texas
$76.3M
2
SCG
2
Strategic Capital Group
Washington
$0
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$6.01M
4
WT
4
Wilmington Trust
Delaware
$99.1M
5
UCFA
5
United Capital Financial Advisors
Texas
$82.1M
Name Market Value Shares Shares
Change 		Shares
Change %
EI
51
Excelsia Inc
Georgia
$11.4M 126,750 +126,750 New
LI
52
LVZ Inc
Michigan
$10.9M 120,895 -7,205 -6%
SMC
53
Smith, Moore & Co
Missouri
$10.8M 119,885 -78 -0.1%
Ameriprise
54
Ameriprise
Minnesota
$10.1M 111,740 +26,809 +32%
DWA
55
Dorsey Wright & Associates
California
$9.67M 105,983 +105,983 New
BTS
56
BB&T Securities
Virginia
$9.59M 10,618 +10,618 New
Fifth Third Bancorp
57
Fifth Third Bancorp
Ohio
$9.56M 105,938 +3,828 +4%
CNB
58
City National Bank
California
$9.5M 105,196 +34,798 +49%
WF
59
WealthTrust Fairport
Ohio
$9.09M 100,675 +14,137 +16%
JPMPWA
60
J.P. Morgan Private Wealth Advisors
California
$8.95M 99,143 +547 +0.6%
Jones Financial Companies
61
Jones Financial Companies
Missouri
$8.89M 98,504 +88 +0.1%
CCWA
62
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$8.55M 94,665 +11,548 +14%
AIG
63
American International Group
New York
$8.23M 91,144 +37,639 +70%
TAIM
64
TD Ameritrade Investment Management
Nebraska
$7.91M 87,592 -8,222 -9%
PGFC
65
Peapack-Gladstone Financial Corp
New Jersey
$7.65M 84,681 +9,377 +12%
CFA
66
Cahill Financial Advisors
Minnesota
$7.6M 84,145 +1,877 +2%
EFSCE
67
Enterprise Financial Services Corp (EFSC)
Missouri
$7.11M 78,757 -41 -0.1%
SB
68
Suntrust Banks
Georgia
$7.1M 78,614 +533 +0.7%
PP
69
Palladium Partners
Virginia
$6.92M 76,698 +2,922 +4%
MBT
70
Monroe Bank & Trust
Michigan
$6.92M 76,689 +4,199 +6%
AIM
71
Acropolis Investment Management
Missouri
$6.92M 76,611 -6,960 -8%
Mariner
72
Mariner
Kansas
$6.84M 75,795 +56,885 +301%
FAAS
73
First Allied Advisory Services
California
$6.76M 74,810 +33,737 +82%
AMG
74
Asset Management Group
Connecticut
$6.68M 73,994 -355 -0.5%
LNWWM
75
Laird Norton Wetherby Wealth Management
California
$6.67M 73,835 +203 +0.3%
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