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iShares S&P 500 Value ETF
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Overview Fund Activity

314 hedge funds and large institutions have $4.33B invested in iShares S&P 500 Value ETF in 2014 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 135 increasing their positions, 83 reducing their positions, and 20 closing their positions.

Holders
314
Holders Change
+15
Holders Change %
+5.02%
% of All Funds
9.03%
Holding in Top 10
37
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+23.33%
% of All Funds
1.06%
New
37
Increased
135
Reduced
83
Closed
20
Calls
$1.85M
Puts
$6.09M
Net Calls
-$4.23M
Net Calls Change
-$428K

Top Buyers

1
VA
1
Valmark Advisers
Ohio
$481M
2
LPL Financial
2
LPL Financial
California
$149M
3
QA
3
Quantitative Advantage
Minnesota
$65.3M
4
Bank of America
4
Bank of America
North Carolina
$287M
5
SMA
5
Simply Money Advisors
Ohio
$38.1M

Top Sellers

1
USAA
1
United Services Automobile Association
Texas
$76.3M
2
SCG
2
Strategic Capital Group
Washington
$0
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$6.01M
4
WT
4
Wilmington Trust
Delaware
$99.1M
5
UCFA
5
United Capital Financial Advisors
Texas
$82.1M
Name Market Value Shares Shares
Change 		Shares
Change %
ANB
101
Amarillo National Bank
Texas
$3.82M 42,273 +26,743 +172%
CM
102
Churchill Management
California
$3.75M 41,510 +41,510 New
TCM
103
Tuttle Capital Management
Connecticut
$3.74M 41,177 +41,177 New
MLICM
104
Metropolitan Life Insurance Company (MetLife)
New York
$3.69M 40,900 +7,400 +22%
FHC
105
First Heartland Consultants
Missouri
$3.68M 40,708 +34,456 +551%
ST
106
Smithfield Trust
Pennsylvania
$3.41M 37,744 +280 +0.7%
RCAG
107
Rehmann Capital Advisory Group
Michigan
$3.24M 35,932 +2,912 +9%
IH
108
IFC Holdings
Florida
$3.04M 33,658 +5,354 +19%
SAM
109
Securian Asset Management
Minnesota
$3.02M 33,500 +14,800 +79%
Invesco
110
Invesco
Georgia
$3.02M 33,459 -1,552 -4%
SEIA
111
Signature Estate & Investment Advisors
California
$3.02M 33,421 +1,740 +5%
Manulife (Manufacturers Life Insurance)
112
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2.89M 31,987 +31,837 +21,225%
ICOA
113
Investment Centers of America
North Dakota
$2.61M 28,886 +1,388 +5%
Northern Trust
114
Northern Trust
Illinois
$2.58M 28,532 +6,778 +31%
SI
115
SII Investments
Wisconsin
$2.57M 28,413 +3,005 +12%
CAM
116
Capstone Asset Management
Texas
$2.54M 28,079 -460 -2%
ASN
117
Advisory Services Network
Georgia
$2.53M 28,029 -269 -1%
B
118
Baird
Wisconsin
$2.48M 27,487 -75 -0.3%
WP
119
WMS Partners
Maryland
$2.47M 27,322 -1,532 -5%
AI
120
Atria Investments
North Carolina
$2.44M 26,997 +1,219 +5%
PSUF
121
People's United Financial
Connecticut
$2.39M 26,433 – –
HJA
122
Hugh Johnson Advisors
New York
$2.38M 26,333 +7,915 +43%
Truist Financial
123
Truist Financial
North Carolina
$2.24M 24,783 -1,245 -5%
First Trust Advisors
124
First Trust Advisors
Illinois
$2.19M 24,208 -13,985 -37%
VFS
125
VSR Financial Services
Kansas
$2.18M 24,175 +10,557 +78%
3 4
5
6 7