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iShares S&P 500 Value ETF
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Overview Fund Activity

359 hedge funds and large institutions have $5.04B invested in iShares S&P 500 Value ETF in 2014 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 136 increasing their positions, 92 reducing their positions, and 19 closing their positions.

Holders
359
Holders Change
+41
Holders Change %
+12.89%
% of All Funds
9.58%
Holding in Top 10
37
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+8.82%
% of All Funds
0.99%
New
63
Increased
136
Reduced
92
Closed
19
Calls
$1.37M
Puts
$947K
Net Calls
+$422K
Net Calls Change
+$467K

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$195M
2
Goldman Sachs
2
Goldman Sachs
New York
$114M
3
Betterment LLC
3
Betterment LLC
New York
$90.8M
4
USAA
4
United Services Automobile Association
Texas
$132M
5
VanEck Associates
5
VanEck Associates
New York
$43M

Top Sellers

1
SMA
1
Simply Money Advisors
Ohio
$0
2
UCFA
2
United Capital Financial Advisors
Texas
$41.9M
3
PWAG
3
Polaris Wealth Advisory Group
California
$29.7M
4
LPL Financial
4
LPL Financial
California
$164M
5
NPC
5
National Planning Corporation
California
$10.4M
Name Market Value Shares Shares
Change 		Shares
Change %
MAA
76
Managed Account Advisors
New Jersey
$7.01M 74,744 +60,738 +434%
EFSCE
77
Enterprise Financial Services Corp (EFSC)
Missouri
$7M 74,666 -461 -0.6%
SB
78
Suntrust Banks
Georgia
$6.98M 74,429 -3,572 -5%
CCWA
79
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$6.97M 74,358 -14,701 -17%
AMG
80
Asset Management Group
Connecticut
$6.96M 74,256 -90 -0.1%
LNWWM
81
Laird Norton Wetherby Wealth Management
California
$6.96M 74,242 +214 +0.3%
RFC
82
Regions Financial Corp
Alabama
$6.95M 74,126 +4,020 +6%
MCM
83
MV Capital Management
Maryland
– – – –
MGIA
84
Moneta Group Investment Advisors
Missouri
$6.76M 72,045 -80 -0.1%
AIM
85
Acropolis Investment Management
Missouri
$6.64M 70,789 -2,870 -4%
Comerica Bank
86
Comerica Bank
Texas
$6.52M 69,524 +21,862 +46%
MBT
87
Monroe Bank & Trust
Michigan
$6.37M 67,881 -1,002 -1%
BOH
88
Bank of Hawaii
Hawaii
$6.31M 67,255 +11,079 +20%
Northwestern Mutual Wealth Management
89
Northwestern Mutual Wealth Management
Wisconsin
$6.28M 67,014 +6,258 +10%
LIA
90
LBMC Investment Advisors
Tennessee
$6.17M 65,844 +14 +0%
Citigroup
91
Citigroup
New York
$5.84M 62,304 +4,282 +7%
PAG
92
Private Advisor Group
New Jersey
$5.83M 62,139 -2,343 -4%
CFA
93
Camarda Financial Advisors
Florida
$5.52M 58,851 +5,933 +11%
IH
94
IFC Holdings
Florida
$5.48M 57,749 +17,180 +42%
ANB
95
Amarillo National Bank
Texas
$5.13M 54,711 +3,273 +6%
TCM
96
Traynor Capital Management
Pennsylvania
$4.97M 53,039 +53,039 New
CBU
97
CIBC Bank USA
Illinois
$4.73M 50,434 +262 +0.5%
BUB
98
BBVA USA Bancshares
Texas
$4.56M 48,599 +31,509 +184%
Northern Trust
99
Northern Trust
Illinois
$4.5M 47,967 +1,227 +3%
CWM
100
Cranbrook Wealth Management
Michigan
$4.48M 47,792 +336 +0.7%
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4
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