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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
Morgan Stanley
3
Morgan Stanley
New York
$611M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$96.9M
5
FHB
5
First Hawaiian Bank
Hawaii
$67.9M

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 %
HB
126
Homrich & Berg
Georgia
$1.39M 16,274 -1,283 -7%
FBA
127
Front Barnett Associates
Illinois
$1.37M 16,015 +1,900 +13%
MAM
128
Marquette Asset Management
Minnesota
$1.34M 15,691 – –
WG
129
Welch Group
Alabama
$1.31M 15,306 -669 -4%
KFS
130
KMS Financial Services
Washington
$1.25M 14,620 -22 -0.2%
PI
131
Placemark Investments
Illinois
$1.23M 14,398 +4,816 +50%
Two Sigma Investments
132
Two Sigma Investments
New York
$1.23M 14,332 -1,868 -12%
Bank of New York Mellon
133
Bank of New York Mellon
New York
$1.22M 14,231 +2,274 +19%
CW
134
Cobiz Wealth
Colorado
$1.18M 13,840 +2,315 +20%
RJFSA
135
Raymond James Financial Services Advisors
Florida
$1.17M 13,736 +109 +0.8%
Creative Planning
136
Creative Planning
Kansas
$1.17M 13,737 +1,058 +8%
VIA
137
Vantage Investment Advisors
Pennsylvania
$1.15M 13,486 +13,486 New
ECM
138
ETrade Capital Management
Virginia
$1.15M 13,466 -140 -1%
TNB
139
Thomasville National Bank
Georgia
$1.09M 12,763 -124 -1%
JA
140
JOYN Advisors
Georgia
$1.08M 12,670 -301 -2%
ST
141
Sentinel Trust
Texas
$1.08M 12,600 -8,825 -41%
AWM
142
Avior Wealth Management
Nebraska
$1.07M 12,521 +12,521 New
HW
143
Hancock Whitney
Mississippi
$1.05M 12,334 -6,185 -33%
CK
144
Carnick & Kubik
Colorado
$1.05M 12,318 +12,318 New
LFG
145
LifePlan Financial Group
Ohio
$1.05M 12,310 +55 +0.4%
AIS
146
American Investment Services
Massachusetts
$1.04M 12,195 -830 -6%
CAN
147
Cetera Advisor Networks
California
$1.02M 11,952 +2,108 +21%
ABC
148
Associated Banc-Corp
Wisconsin
$956K 11,184 +793 +8%
CG
149
Colony Group
Massachusetts
$935K 10,936 +2,636 +32%
PFP
150
Pinnacle Financial Partners
Tennessee
$865K 10,120 -158 -2%
4 5
6
7 8