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iShares S&P 500 Value ETF
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Overview Fund Activity

261 hedge funds and large institutions have $4.5B invested in iShares S&P 500 Value ETF in 2013 Q2 according to their latest regulatory filings, with 261 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

Holders
261
Holders Change
+261
Holders Change %
–
% of All Funds
8.52%
Holding in Top 10
35
Holding in Top 10 Change
+35
Holding in Top 10 Change %
%
% of All Funds
1.14%
New
261
Increased
–
Reduced
–
Closed
–
Calls
$1.35M
Puts
$1.51M
Net Calls
-$159K
Net Calls Change
-$159K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$534M
2
Wells Fargo
2
Wells Fargo
California
$302M
3
VA
3
Valmark Advisers
Ohio
$277M
4
Bank of America
4
Bank of America
North Carolina
$186M
5
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$135M

Top Sellers

No sellers this quarter
Name Market Value Shares Shares
Change 		Shares
Change %
1GA
101
1st Global Advisors
Texas
$2.29M 30,223 +30,223 New
ASN
102
Advisory Services Network
Georgia
$2.26M 28,972 +28,972 New
HJA
103
Hugh Johnson Advisors
New York
$2.26M 29,803 +29,803 New
GC
104
Guggenheim Capital
Illinois
$2.21M 29,130 +29,130 New
FAAM
105
First Allied Asset Management
California
$2.18M 28,729 +28,729 New
RCAG
106
Rehmann Capital Advisory Group
Michigan
$2.08M 27,385 +27,385 New
Truist Financial
107
Truist Financial
North Carolina
$2.06M 27,215 +27,215 New
PP
108
Palladium Partners
Virginia
$2M 26,413 +26,413 New
AIP
109
Ameritas Investment Partners
Nebraska
$2M 26,404 +26,404 New
Cambridge Investment Research Advisors
110
Cambridge Investment Research Advisors
Iowa
$1.94M 25,588 +25,588 New
PSUF
111
People's United Financial
Connecticut
$1.93M 25,485 +25,485 New
CAM
112
Capstone Asset Management
Texas
$1.87M 24,687 +24,687 New
Bank of New York Mellon
113
Bank of New York Mellon
New York
$1.83M 24,126 +24,126 New
B
114
Baird
Wisconsin
$1.8M 23,792 +23,792 New
CCWA
115
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.77M 23,289 +23,289 New
FHC
116
First Heartland Consultants
Missouri
$1.69M 22,303 +22,303 New
SNT
117
Security National Trust
West Virginia
$1.69M 22,290 +22,290 New
UBWV
118
United Bank (West Virginia)
West Virginia
$1.69M 22,248 +22,248 New
ST
119
Sentinel Trust
Texas
$1.64M 21,610 +21,610 New
Northern Trust
120
Northern Trust
Illinois
$1.57M 20,664 +20,664 New
SC
121
Savant Capital
Illinois
$1.53M 20,166 +20,166 New
FMP
122
Financial Management Professionals
Texas
$1.52M 20,102 +20,102 New
OC
123
Oppenheimer & Co
New York
$1.52M 20,091 +20,091 New
Northwestern Mutual Wealth Management
124
Northwestern Mutual Wealth Management
Wisconsin
$1.5M 19,824 +19,824 New
IFA
125
Interactive Financial Advisors
Illinois
$1.48M 19,505 +19,505 New
3 4
5
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