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iShares S&P 500 Value ETF
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Overview Fund Activity

398 hedge funds and large institutions have $5.57B invested in iShares S&P 500 Value ETF in 2015 Q4 according to their latest regulatory filings, with 71 funds opening new positions, 159 increasing their positions, 104 reducing their positions, and 26 closing their positions.

Holders
398
Holders Change
+41
Holders Change %
+11.48%
% of All Funds
10.45%
Holding in Top 10
41
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+5.13%
% of All Funds
1.08%
New
71
Increased
159
Reduced
104
Closed
26
Calls
$14.3M
Puts
$864K
Net Calls
+$13.4M
Net Calls Change
-$13.6M

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$178M
2
HI
2
Horizon Investments
North Carolina
$161M
3
SIM
3
Scottrade Investment Management
Missouri
$109M
4
LPL Financial
4
LPL Financial
California
$146M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$259M

Top Sellers

1
BMM
1
Berkshire Money Management
Massachusetts
$211K
2
VA
2
Valmark Advisers
Ohio
$442M
3
Franklin Resources
3
Franklin Resources
California
$38.2M
4
LI
4
LVZ Inc
Michigan
$0
5
NFG
5
Noven Financial Group
Colorado
$0
Name Market Value Shares Shares
Change 		Shares
Change %
RFC
76
Regions Financial Corp
Alabama
$8.28M 93,482 +2,419 +3%
TAIM
77
TD Ameritrade Investment Management
Nebraska
$8.26M 93,248 -783 -0.8%
JPMPWA
78
J.P. Morgan Private Wealth Advisors
California
$8M 90,351 +7,489 +9%
PP
79
Palladium Partners
Virginia
$7.49M 84,605 -1,936 -2%
NPC
80
National Planning Corporation
California
$7.39M 89,242 +36,475 +69%
SB
81
Suntrust Banks
Georgia
$7.28M 82,247 +7,491 +10%
NA
82
Nottingham Advisors
New York
$7.12M 80,385 +1,785 +2%
CWM
83
Calamos Wealth Management
Illinois
$6.89M 77,831 +1,446 +2%
CIR
84
Clear Investment Research
Georgia
$6.87M 77,629 +4,430 +6%
RBC
85
Ronald Blue & Co
Georgia
$6.85M 77,375 +35,850 +86%
AMG
86
Asset Management Group
Connecticut
$6.75M 76,228 +882 +1%
AIM
87
Acropolis Investment Management
Missouri
$6.58M 74,373 -871 -1%
EDRIA
88
Edmonds Duncan Registered Investment Advisors
Kansas
$6.4M 72,307 +72,307 New
EFSCE
89
Enterprise Financial Services Corp (EFSC)
Missouri
$6.24M 70,478 -4,146 -6%
Citigroup
90
Citigroup
New York
$6.2M 69,988 -529 -0.8%
TCM
91
Traynor Capital Management
Pennsylvania
$6.06M 68,411 +7,270 +12%
Cambridge Investment Research Advisors
92
Cambridge Investment Research Advisors
Iowa
$6.02M 68,029 -1,141 -2%
PAG
93
Private Advisor Group
New Jersey
$6.01M 67,920 +1,426 +2%
CWM
94
Cranbrook Wealth Management
Michigan
$6.01M 67,887 -135 -0.2%
ICOA
95
Investment Centers of America
North Dakota
$5.94M 66,978 +22,040 +49%
LIA
96
LBMC Investment Advisors
Tennessee
$5.79M 65,412 -742 -1%
GT
97
Greenleaf Trust
Michigan
$5.75M 64,936 +46,389 +250%
IA
98
IndexIQ Advisors
New York
$5.7M 64,342 -112,563 -64%
MBT
99
Monroe Bank & Trust
Michigan
$5.69M 64,294 -2,289 -3%
FAAS
100
First Allied Advisory Services
California
$5.65M 63,855 +10,543 +20%
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4
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