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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 %
Deutsche Bank
76
Deutsche Bank
Germany
$6.54M 72,495 +23,951 +49%
BlackRock
77
BlackRock
New York
$6.53M 72,363 +72,363 New
MGIA
78
Moneta Group Investment Advisors
Missouri
$6.49M 71,886 +849 +1%
RFC
79
Regions Financial Corp
Alabama
$6.36M 70,469 +4,282 +6%
CHFS
80
Cobble Hill Financial Services
New Jersey
$6.32M 70,000 -20,000 -22%
Susquehanna International Group
81
Susquehanna International Group
Pennsylvania
$6.01M 66,531 -79,850 -55%
LIA
82
LBMC Investment Advisors
Tennessee
$5.82M 64,451 -7,754 -11%
PAG
83
Private Advisor Group
New Jersey
$5.6M 62,061 +5,160 +9%
Citigroup
84
Citigroup
New York
$4.93M 54,611 +1,020 +2%
CBU
85
CIBC Bank USA
Illinois
$4.83M 53,464 -1,065 -2%
SI
86
Stephens Inc
Arkansas
$4.8M 53,122 +14,343 +37%
BOH
87
Bank of Hawaii
Hawaii
$4.78M 52,994 +925 +2%
CMP
88
Courage Miller Partners
Virginia
$4.72M 52,268 -740 -1%
CS
89
Comerica Securities
Michigan
$4.57M 50,615 -1,303 -3%
Allianz Asset Management
90
Allianz Asset Management
Germany
$4.51M 50,000 +20,000 +67%
CFA
91
Camarda Financial Advisors
Florida
$4.49M 49,778 +1,772 +4%
Northwestern Mutual Wealth Management
92
Northwestern Mutual Wealth Management
Wisconsin
$4.42M 48,918 +882 +2%
Comerica Bank
93
Comerica Bank
Texas
$4.31M 47,682 +12,495 +36%
CC
94
Cadinha & Co
Hawaii
$4.26M 47,212 -16,007 -25%
CWM
95
Cranbrook Wealth Management
Michigan
$4.25M 47,099 +263 +0.6%
LTFS
96
Ladenburg Thalmann Financial Services
Florida
$4.19M 46,448 +10,020 +28%
Cambridge Investment Research Advisors
97
Cambridge Investment Research Advisors
Iowa
$4.11M 45,566 +26,083 +134%
WTIM
98
Wilmington Trust Investment Management
Delaware
$4.08M 45,037 +1,025 +2%
IA
99
IndexIQ Advisors
New York
$4.06M 44,939 +42,657 +1,869%
BPCE
100
Bank Pictet & Cie (Europe)
Germany
$3.99M 44,150 +44,150 New
2 3
4
5 6