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iShares S&P 500 Value ETF
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Overview Fund Activity

293 hedge funds and large institutions have $3.43B invested in iShares S&P 500 Value ETF in 2013 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 102 increasing their positions, 96 reducing their positions, and 9 closing their positions.

Holders
293
Holders Change
+37
Holders Change %
+14.45%
% of All Funds
8.51%
Holding in Top 10
30
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+11.11%
% of All Funds
0.87%
New
51
Increased
102
Reduced
96
Closed
9
Calls
$2.55M
Puts
$2.86M
Net Calls
-$316K
Net Calls Change
-$1.03M

Top Buyers

1
VA
1
Valmark Advisers
Ohio
$351M
2
Wells Fargo
2
Wells Fargo
California
$366M
3
LI
3
LVZ Inc
Michigan
$11.7M
4
Morgan Stanley
4
Morgan Stanley
New York
$611M
5
SMC
5
Smith, Moore & Co
Missouri
$10.2M

Top Sellers

1
UCFA
1
United Capital Financial Advisors
Texas
$0
2
BNP Paribas Financial Markets
2
BNP Paribas Financial Markets
France
$3.08K
3
VanEck Associates
3
VanEck Associates
New York
$0
4
PWAG
4
Polaris Wealth Advisory Group
California
$12.5M
5
LMIM
5
Lockheed Martin Investment Management
Maryland
$0
Name Market Value Shares Shares
Change 		Shares
Change %
FAAM
101
First Allied Asset Management
California
$2.35M 27,336 -3,602 -12%
B
102
Baird
Wisconsin
$2.22M 25,962 -120,255 -82%
Truist Financial
103
Truist Financial
North Carolina
$2.18M 25,528 +418 +2%
PSUF
104
People's United Financial
Connecticut
$2.17M 25,408 -150 -0.6%
IH
105
IFC Holdings
Florida
$2.07M 24,277 +3,510 +17%
CLOS
106
Compagnie Lombard Odier SCmA
Switzerland
$2.05M 24,000 +24,000 New
CAM
107
Capstone Asset Management
Texas
$2.05M 23,930 -126 -0.5%
SAM
108
Securian Asset Management
Minnesota
$2.03M 23,800 -5,405 -19%
Northern Trust
109
Northern Trust
Illinois
$1.95M 22,864 -205 -0.9%
UBWV
110
United Bank (West Virginia)
West Virginia
$1.9M 22,248 – –
GC
111
Guggenheim Capital
Illinois
$1.84M 21,505 -9,050 -30%
SNT
112
Security National Trust
West Virginia
$1.77M 20,680 -260 -1%
FMP
113
Financial Management Professionals
Texas
$1.76M 20,634 +136 +0.7%
SI
114
SII Investments
Wisconsin
$1.74M 20,353 +2,620 +15%
OC
115
Oppenheimer & Co
New York
$1.68M 19,695 -12 -0.1%
SC
116
Savant Capital
Illinois
$1.62M 18,997 -293 -2%
HighTower Advisors
117
HighTower Advisors
Illinois
$1.62M 18,892 +8,624 +84%
MFS
118
MSI Financial Services
Massachusetts
$1.59M 18,551 -9,642 -34%
HJA
119
Hugh Johnson Advisors
New York
$1.55M 18,083 +1,290 +8%
Cambridge Investment Research Advisors
120
Cambridge Investment Research Advisors
Iowa
$1.54M 17,987 -15,332 -46%
VFS
121
VSR Financial Services
Kansas
$1.5M 17,584 +3,744 +27%
Natixis Advisors
122
Natixis Advisors
Massachusetts
$1.47M 17,218 -409 -2%
FMII
123
Farmers & Merchants Investments Inc
Nebraska
$1.47M 17,191 -407 -2%
1GA
124
1st Global Advisors
Texas
$1.45M 17,015 -2,461 -13%
IFA
125
Interactive Financial Advisors
Illinois
$1.44M 16,878 -1,516 -8%
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5
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