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iShares S&P 500 Value ETF
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Overview Fund Activity

261 hedge funds and large institutions have $4.5B invested in iShares S&P 500 Value ETF in 2013 Q2 according to their latest regulatory filings, with 261 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

Holders
261
Holders Change
+261
Holders Change %
–
% of All Funds
8.52%
Holding in Top 10
35
Holding in Top 10 Change
+35
Holding in Top 10 Change %
%
% of All Funds
1.14%
New
261
Increased
–
Reduced
–
Closed
–
Calls
$1.35M
Puts
$1.51M
Net Calls
-$159K
Net Calls Change
-$159K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$534M
2
Wells Fargo
2
Wells Fargo
California
$302M
3
VA
3
Valmark Advisers
Ohio
$277M
4
Bank of America
4
Bank of America
North Carolina
$186M
5
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$135M

Top Sellers

No sellers this quarter
Name Market Value Shares Shares
Change 		Shares
Change %
Fidelity Investments
76
Fidelity Investments
Massachusetts
$5.11M 67,496 +67,496 New
RFC
77
Regions Financial Corp
Alabama
$4.93M 65,086 +65,086 New
PI
78
Placemark Investments
Illinois
$4.79M 63,219 +63,219 New
NPC
79
National Planning Corporation
California
$4.64M 61,118 +61,118 New
DA
80
DSC Advisors
Illinois
$4.55M 60,000 +60,000 New
AIG
81
American International Group
New York
$4.48M 59,125 +59,125 New
PGFC
82
Peapack-Gladstone Financial Corp
New Jersey
$4.34M 57,258 +57,258 New
CS
83
Comerica Securities
Michigan
$4.04M 53,264 +53,264 New
Ameriprise
84
Ameriprise
Minnesota
$4.02M 53,089 +53,089 New
LTFS
85
Ladenburg Thalmann Financial Services
Florida
$3.95M 52,146 +52,146 New
SEIA
86
Signature Estate & Investment Advisors
California
$3.78M 49,839 +49,839 New
ST
87
Smithfield Trust
Pennsylvania
$3.76M 49,595 +49,595 New
CMP
88
Courage Miller Partners
Virginia
$3.62M 47,756 +47,756 New
MBT
89
Monroe Bank & Trust
Michigan
$3.55M 46,848 +46,848 New
Deutsche Bank
90
Deutsche Bank
Germany
$3.53M 46,528 +46,528 New
BOH
91
Bank of Hawaii
Hawaii
$3.26M 43,015 +43,015 New
Invesco
92
Invesco
Georgia
$3.26M 43,020 +43,020 New
MLICM
93
Metropolitan Life Insurance Company (MetLife)
New York
$3.23M 42,580 +42,580 New
ACM
94
Ashford Capital Management
Delaware
$3.05M 40,312 +40,312 New
CBU
95
CIBC Bank USA
Illinois
$2.94M 38,828 +38,828 New
CFA
96
Camarda Financial Advisors
Florida
$2.75M 36,320 +36,320 New
MFS
97
MSI Financial Services
Massachusetts
$2.54M 33,502 +33,502 New
SCG
98
Strategic Capital Group
Washington
$2.51M 33,112 +33,112 New
WP
99
WMS Partners
Maryland
$2.47M 32,639 +32,639 New
Citigroup
100
Citigroup
New York
$2.3M 30,298 +30,298 New
2 3
4
5 6