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iShares S&P 500 Value ETF
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Overview Fund Activity

359 hedge funds and large institutions have $5.04B invested in iShares S&P 500 Value ETF in 2014 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 136 increasing their positions, 92 reducing their positions, and 19 closing their positions.

Holders
359
Holders Change
+41
Holders Change %
+12.89%
% of All Funds
9.58%
Holding in Top 10
37
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+8.82%
% of All Funds
0.99%
New
63
Increased
136
Reduced
92
Closed
19
Calls
$1.37M
Puts
$947K
Net Calls
+$422K
Net Calls Change
+$467K

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$195M
2
Goldman Sachs
2
Goldman Sachs
New York
$114M
3
Betterment LLC
3
Betterment LLC
New York
$90.8M
4
USAA
4
United Services Automobile Association
Texas
$132M
5
VanEck Associates
5
VanEck Associates
New York
$43M

Top Sellers

1
SMA
1
Simply Money Advisors
Ohio
$0
2
UCFA
2
United Capital Financial Advisors
Texas
$41.9M
3
PWAG
3
Polaris Wealth Advisory Group
California
$29.7M
4
LPL Financial
4
LPL Financial
California
$164M
5
NPC
5
National Planning Corporation
California
$10.4M
Name Market Value Shares Shares
Change 		Shares
Change %
SIA
101
Stancorp Investment Advisers
Oregon
$4.38M 46,737 +46,737 New
SI
102
Stephens Inc
Arkansas
$4.38M 46,679 -6,276 -12%
SEIA
103
Signature Estate & Investment Advisors
California
$4.31M 45,999 +7,400 +19%
BPCE
104
Bank Pictet & Cie (Europe)
Germany
$4.21M 44,850 – –
MLICM
105
Metropolitan Life Insurance Company (MetLife)
New York
$4.19M 44,700 -800 -2%
CS
106
Credit Suisse
Switzerland
$4.18M 44,622 -20,706 -32%
NA
107
Nottingham Advisors
New York
$4.11M 43,895 +4,025 +10%
FA
108
FCG Advisors
New Jersey
$4.1M 43,841 +38,048 +657%
ST
109
Smithfield Trust
Pennsylvania
$4.02M 42,821 +3,857 +10%
HighTower Advisors
110
HighTower Advisors
Illinois
$3.99M 42,555 +24,551 +136%
SI
111
SII Investments
Wisconsin
$3.85M 41,076 +10,793 +36%
HJA
112
Hugh Johnson Advisors
New York
$3.72M 39,679 +2,510 +7%
FHC
113
First Heartland Consultants
Missouri
$3.72M 39,617 -1,655 -4%
RCAG
114
Rehmann Capital Advisory Group
Michigan
$3.44M 36,698 -70 -0.2%
CC
115
Cadinha & Co
Hawaii
$3.41M 36,356 -9,375 -21%
AI
116
Atria Investments
North Carolina
$3.38M 36,061 +6,468 +22%
SIAM
117
Sterling Investment Advisors (Missouri)
Missouri
$3.38M 36,054 +36,054 New
CK
118
Carnick & Kubik
Colorado
$3.28M 34,928 +5,993 +21%
Invesco
119
Invesco
Georgia
$3.25M 34,699 +1,269 +4%
Susquehanna International Group
120
Susquehanna International Group
Pennsylvania
$3.25M 34,653 -18,467 -35%
IF
121
Ironwood Financial
Arizona
$3.1M 33,082 +33,082 New
SAM
122
Securian Asset Management
Minnesota
$3.09M 32,900 -10,700 -25%
CLOS
123
Compagnie Lombard Odier SCmA
Switzerland
$3M 32,000 +8,000 +33%
VFS
124
VSR Financial Services
Kansas
$2.85M 30,435 +6,707 +28%
SPC
125
Sigma Planning Corp
Michigan
$2.81M 30,009 +30,009 New
3 4
5
6 7