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iShares S&P 500 Value ETF
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Overview Fund Activity

299 hedge funds and large institutions have $3.64B invested in iShares S&P 500 Value ETF in 2014 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 102 increasing their positions, 107 reducing their positions, and 24 closing their positions.

Holders
299
Holders Change
+6
Holders Change %
+2.05%
% of All Funds
8.64%
Holding in Top 10
30
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.87%
New
31
Increased
102
Reduced
107
Closed
24
Calls
$3.9M
Puts
$7.71M
Net Calls
-$3.81M
Net Calls Change
-$3.49M

Top Buyers

1
UCFA
1
United Capital Financial Advisors
Texas
$83M
2
VA
2
Valmark Advisers
Ohio
$374M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$32M
4
NPC
4
National Planning Corporation
California
$16.9M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$108M

Top Sellers

1
WT
1
Wilmington Trust
Delaware
$99.9M
2
MWM
2
Merriman Wealth Management
Washington
$0
3
WTNA
3
Wilmington Trust National Association
Delaware
$37.9M
4
Bank of America
4
Bank of America
North Carolina
$218M
5
JPMPWA
5
J.P. Morgan Private Wealth Advisors
California
$8.57M
Name Market Value Shares Shares
Change 		Shares
Change %
B
101
Baird
Wisconsin
$2.4M 27,562 +1,600 +6%
GT
102
Greenleaf Trust
Michigan
$2.36M 27,145 -23,120 -46%
PSUF
103
People's United Financial
Connecticut
$2.3M 26,433 +1,025 +4%
Truist Financial
104
Truist Financial
North Carolina
$2.26M 26,028 +500 +2%
AI
105
Atria Investments
North Carolina
$2.24M 25,778 +25,778 New
ICOA
106
Investment Centers of America
North Dakota
$2.16M 27,498 +18,220 +196%
CLOS
107
Compagnie Lombard Odier SCmA
Switzerland
$2.09M 24,000 – –
SI
108
SII Investments
Wisconsin
$2.07M 25,408 +5,055 +25%
UBWV
109
United Bank (West Virginia)
West Virginia
$1.93M 22,248 – –
FMP
110
Financial Management Professionals
Texas
$1.9M 21,841 +1,207 +6%
Northern Trust
111
Northern Trust
Illinois
$1.89M 21,754 -1,110 -5%
SNT
112
Security National Trust
West Virginia
$1.8M 20,680 – –
ACM
113
Ashford Capital Management
Delaware
$1.77M 20,311 -17,029 -46%
Cambridge Investment Research Advisors
114
Cambridge Investment Research Advisors
Iowa
$1.69M 19,483 +1,496 +8%
Mariner
115
Mariner
Kansas
$1.64M 18,910 +18,910 New
OC
116
Oppenheimer & Co
New York
$1.64M 18,845 -850 -4%
SAM
117
Securian Asset Management
Minnesota
$1.63M 18,700 -5,100 -21%
HJA
118
Hugh Johnson Advisors
New York
$1.6M 18,418 +335 +2%
Janney Montgomery Scott
119
Janney Montgomery Scott
Pennsylvania
$1.59M 18,269 -14,159 -44%
MFS
120
MSI Financial Services
Massachusetts
$1.57M 18,071 -480 -3%
GC
121
Guggenheim Capital
Illinois
$1.55M 17,779 -3,726 -17%
FBA
122
Front Barnett Associates
Illinois
$1.52M 17,530 +1,515 +9%
FMII
123
Farmers & Merchants Investments Inc
Nebraska
$1.52M 17,517 +326 +2%
SC
124
Savant Capital
Illinois
$1.51M 17,389 -1,608 -8%
Natixis Advisors
125
Natixis Advisors
Massachusetts
$1.45M 16,717 -501 -3%
3 4
5
6 7