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iShares S&P 500 Value ETF
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Overview Fund Activity

318 hedge funds and large institutions have $4.49B invested in iShares S&P 500 Value ETF in 2014 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 130 increasing their positions, 102 reducing their positions, and 19 closing their positions.

Holders
318
Holders Change
+4
Holders Change %
+1.27%
% of All Funds
9.23%
Holding in Top 10
34
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-8.11%
% of All Funds
0.99%
New
27
Increased
130
Reduced
102
Closed
19
Calls
$3.77M
Puts
$3.82M
Net Calls
-$45K
Net Calls Change
+$4.19M

Top Buyers

1
M&T Bank
1
M&T Bank
New York
$148M
2
Franklin Resources
2
Franklin Resources
California
$57.4M
3
BMM
3
Berkshire Money Management
Massachusetts
$32.4M
4
PWAG
4
Polaris Wealth Advisory Group
California
$54.1M
5
LPL Financial
5
LPL Financial
California
$169M

Top Sellers

1
ACH
1
Axis Capital Holdings
Bermuda
$0
2
Bank of America
2
Bank of America
North Carolina
$275M
3
Axa
3
Axa
France
$8.25M
4
UCFA
4
United Capital Financial Advisors
Texas
$75.1M
5
Goldman Sachs
5
Goldman Sachs
New York
$22.1M
Name Market Value Shares Shares
Change 		Shares
Change %
BPCE
101
Bank Pictet & Cie (Europe)
Germany
$4.04M 44,850 +700 +2%
CM
102
Churchill Management
California
$3.95M 43,829 +2,319 +6%
SAM
103
Securian Asset Management
Minnesota
$3.93M 43,600 +10,100 +30%
FHC
104
First Heartland Consultants
Missouri
$3.72M 41,272 +564 +1%
IH
105
IFC Holdings
Florida
$3.66M 40,569 +6,911 +21%
NA
106
Nottingham Advisors
New York
$3.59M 39,870 +25,290 +173%
ST
107
Smithfield Trust
Pennsylvania
$3.51M 38,964 +1,220 +3%
SEIA
108
Signature Estate & Investment Advisors
California
$3.48M 38,599 +5,178 +15%
HJA
109
Hugh Johnson Advisors
New York
$3.35M 37,169 +10,836 +41%
RCAG
110
Rehmann Capital Advisory Group
Michigan
$3.31M 36,768 +836 +2%
Invesco
111
Invesco
Georgia
$3.01M 33,430 -29 -0.1%
SI
112
SII Investments
Wisconsin
$2.73M 30,283 +1,870 +7%
AI
113
Atria Investments
North Carolina
$2.67M 29,593 +2,596 +10%
Creative Planning
114
Creative Planning
Kansas
$2.67M 29,587 +17,275 +140%
CK
115
Carnick & Kubik
Colorado
$2.61M 28,935 +8,219 +40%
ASN
116
Advisory Services Network
Georgia
$2.56M 28,419 +390 +1%
B
117
Baird
Wisconsin
$2.53M 28,090 +603 +2%
PSUF
118
People's United Financial
Connecticut
$2.4M 26,633 +200 +0.8%
WP
119
WMS Partners
Maryland
$2.39M 26,477 -845 -3%
CAM
120
Capstone Asset Management
Texas
$2.35M 26,082 -1,997 -7%
ICOA
121
Investment Centers of America
North Dakota
$2.28M 25,313 -3,573 -12%
First Trust Advisors
122
First Trust Advisors
Illinois
$2.23M 24,764 +556 +2%
Janney Montgomery Scott
123
Janney Montgomery Scott
Pennsylvania
$2.18M 24,174 +828 +4%
CLOS
124
Compagnie Lombard Odier SCmA
Switzerland
$2.16M 24,000 – –
VFS
125
VSR Financial Services
Kansas
$2.14M 23,728 -447 -2%
3 4
5
6 7