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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 %
MGIA
76
Moneta Group Investment Advisors
Missouri
$6.5M 72,125 +239 +0.3%
FAAS
77
First Allied Advisory Services
California
$6.36M 70,667 -4,143 -6%
Deutsche Bank
78
Deutsche Bank
Germany
$6.32M 70,207 -2,288 -3%
RFC
79
Regions Financial Corp
Alabama
$6.32M 70,106 -363 -0.5%
CHFS
80
Cobble Hill Financial Services
New Jersey
$6.31M 70,000 – –
MBT
81
Monroe Bank & Trust
Michigan
$6.2M 68,883 -7,806 -10%
IA
82
IndexIQ Advisors
New York
$6.09M 67,560 +22,621 +50%
LIA
83
LBMC Investment Advisors
Tennessee
$5.93M 65,830 +1,379 +2%
CS
84
Credit Suisse
Switzerland
$5.88M 65,328 -64,537 -50%
PAG
85
Private Advisor Group
New Jersey
$5.81M 64,482 +2,421 +4%
Northwestern Mutual Wealth Management
86
Northwestern Mutual Wealth Management
Wisconsin
$5.47M 60,756 +11,838 +24%
Citigroup
87
Citigroup
New York
$5.23M 58,022 +3,411 +6%
BOH
88
Bank of Hawaii
Hawaii
$5.06M 56,176 +3,182 +6%
CMP
89
Courage Miller Partners
Virginia
$4.79M 53,166 +898 +2%
Susquehanna International Group
90
Susquehanna International Group
Pennsylvania
$4.78M 53,120 -13,411 -20%
SI
91
Stephens Inc
Arkansas
$4.77M 52,955 -167 -0.3%
CFA
92
Camarda Financial Advisors
Florida
$4.77M 52,918 +3,140 +6%
ANB
93
Amarillo National Bank
Texas
$4.63M 51,438 +9,165 +22%
CBU
94
CIBC Bank USA
Illinois
$4.52M 50,172 -3,292 -6%
Comerica Bank
95
Comerica Bank
Texas
$4.29M 47,662 -20 -0%
CWM
96
Cranbrook Wealth Management
Michigan
$4.27M 47,456 +357 +0.8%
Northern Trust
97
Northern Trust
Illinois
$4.21M 46,740 +18,208 +64%
CC
98
Cadinha & Co
Hawaii
$4.12M 45,731 -1,481 -3%
Cambridge Investment Research Advisors
99
Cambridge Investment Research Advisors
Iowa
$4.1M 45,553 -13 -0%
MLICM
100
Metropolitan Life Insurance Company (MetLife)
New York
$4.1M 45,500 +4,600 +11%
2 3
4
5 6