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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 %
SEIA
76
Signature Estate & Investment Advisors
California
$5.45M 63,739 +5,291 +9%
MBT
77
Monroe Bank & Trust
Michigan
$5.32M 62,257 +2,251 +4%
ST
78
Smithfield Trust
Pennsylvania
$4.73M 55,359 +4,760 +9%
CS
79
Comerica Securities
Michigan
$4.46M 52,228 +366 +0.7%
BOH
80
Bank of Hawaii
Hawaii
$4.37M 51,131 +1,520 +3%
GT
81
Greenleaf Trust
Michigan
$4.3M 50,265 -37,515 -43%
CMP
82
Courage Miller Partners
Virginia
$4.15M 48,589 -1,920 -4%
FAAS
83
First Allied Advisory Services
California
$4.08M 47,743 -49,684 -51%
PAG
84
Private Advisor Group
New Jersey
$4.07M 47,608 +47,608 New
CWM
85
Cranbrook Wealth Management
Michigan
$4.04M 47,303 +47,303 New
CFA
86
Camarda Financial Advisors
Florida
$3.88M 45,381 +4,298 +10%
Invesco
87
Invesco
Georgia
$3.77M 44,160 +787 +2%
Northwestern Mutual Wealth Management
88
Northwestern Mutual Wealth Management
Wisconsin
$3.44M 40,303 +11,193 +38%
Citigroup
89
Citigroup
New York
$3.34M 39,107 +5,859 +18%
ACM
90
Ashford Capital Management
Delaware
$3.19M 37,340 -11,249 -23%
TH
91
Timber Hill
Connecticut
$3.1M 36,248 +36,248 New
Comerica Bank
92
Comerica Bank
Texas
$2.98M 34,812 -44,232 -56%
RCAG
93
Rehmann Capital Advisory Group
Michigan
$2.86M 33,468 +1,464 +5%
MAA
94
Managed Account Advisors
New Jersey
$2.81M 32,913 +28,979 +737%
GF
95
Gerstein Fisher
New York
$2.79M 32,672 +24,193 +285%
LTFS
96
Ladenburg Thalmann Financial Services
Florida
$2.79M 32,643 -2,218 -6%
Janney Montgomery Scott
97
Janney Montgomery Scott
Pennsylvania
$2.77M 32,428 +506 +2%
First Trust Advisors
98
First Trust Advisors
Illinois
$2.65M 30,958 -862 -3%
WP
99
WMS Partners
Maryland
$2.48M 29,031 – –
ASN
100
Advisory Services Network
Georgia
$2.42M 28,321 +163 +0.6%
2 3
4
5 6