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iShares S&P 500 Value ETF
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Overview Fund Activity

318 hedge funds and large institutions have $4.49B invested in iShares S&P 500 Value ETF in 2014 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 130 increasing their positions, 102 reducing their positions, and 19 closing their positions.

Holders
318
Holders Change
+4
Holders Change %
+1.27%
% of All Funds
9.23%
Holding in Top 10
34
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-8.11%
% of All Funds
0.99%
New
27
Increased
130
Reduced
102
Closed
19
Calls
$3.77M
Puts
$3.82M
Net Calls
-$45K
Net Calls Change
+$4.19M

Top Buyers

1
M&T Bank
1
M&T Bank
New York
$148M
2
Franklin Resources
2
Franklin Resources
California
$57.4M
3
BMM
3
Berkshire Money Management
Massachusetts
$32.4M
4
PWAG
4
Polaris Wealth Advisory Group
California
$54.1M
5
LPL Financial
5
LPL Financial
California
$169M

Top Sellers

1
ACH
1
Axis Capital Holdings
Bermuda
$0
2
Bank of America
2
Bank of America
North Carolina
$275M
3
Axa
3
Axa
France
$8.25M
4
UCFA
4
United Capital Financial Advisors
Texas
$75.1M
5
Goldman Sachs
5
Goldman Sachs
New York
$22.1M
Name Market Value Shares Shares
Change 		Shares
Change %
LI
51
LVZ Inc
Michigan
$11.1M 122,961 +2,066 +2%
EI
52
Excelsia Inc
Georgia
$10.9M 120,473 -6,277 -5%
Fifth Third Bancorp
53
Fifth Third Bancorp
Ohio
$9.95M 110,486 +4,548 +4%
Jane Street
54
Jane Street
New York
$9.79M 108,738 +108,738 New
JPMPWA
55
J.P. Morgan Private Wealth Advisors
California
$9.78M 108,608 +9,465 +10%
LTFS
56
Ladenburg Thalmann Financial Services
Florida
$9.73M 109,140 +62,692 +135%
Allianz Asset Management
57
Allianz Asset Management
Germany
$9.54M 100,000 +50,000 +100%
DWA
58
Dorsey Wright & Associates
California
$9.53M 105,811 -172 -0.2%
CNB
59
City National Bank
California
$9.32M 103,426 -1,770 -2%
WF
60
WealthTrust Fairport
Ohio
$9.06M 100,542 -133 -0.1%
Jones Financial Companies
61
Jones Financial Companies
Missouri
$8.76M 97,298 -1,206 -1%
PGFC
62
Peapack-Gladstone Financial Corp
New Jersey
$8.27M 91,808 +7,127 +8%
Axa
63
Axa
France
$8.25M 91,591 -93,500 -51%
CCWA
64
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$8.02M 89,059 -5,606 -6%
TAIM
65
TD Ameritrade Investment Management
Nebraska
$7.95M 88,247 +655 +0.7%
CFA
66
Cahill Financial Advisors
Minnesota
$7.81M 86,699 +2,554 +3%
AIG
67
American International Group
New York
$7.71M 85,545 -5,599 -6%
Mariner
68
Mariner
Kansas
$7.4M 82,129 +6,334 +8%
PP
69
Palladium Partners
Virginia
$7.22M 80,114 +3,416 +4%
SB
70
Suntrust Banks
Georgia
$7.02M 78,001 -613 -0.8%
BlackRock
71
BlackRock
New York
$6.94M 77,039 +4,676 +6%
EFSCE
72
Enterprise Financial Services Corp (EFSC)
Missouri
$6.77M 75,127 -3,630 -5%
AMG
73
Asset Management Group
Connecticut
$6.7M 74,346 +352 +0.5%
LNWWM
74
Laird Norton Wetherby Wealth Management
California
$6.67M 74,028 +193 +0.3%
AIM
75
Acropolis Investment Management
Missouri
$6.63M 73,659 -2,952 -4%
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