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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.

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

Top Sellers

1
WT
Wilmington Trust
Delaware
$99.9M
2
MWM
Merriman Wealth Management
Washington
$0
3
WTNA
Wilmington Trust National Association
Delaware
$37.9M
4
Bank of America
Bank of America
North Carolina
$218M
5
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$8.57M
Name Holding Trade Value Shares
Change 		Shares
Change %
HB
126
Homrich & Berg
Georgia
$1.41M -$87 -1 -0%
1GA
127
1st Global Advisors
Texas
$1.41M -$68K -782 -5%
IFA
128
Interactive Financial Advisors
Illinois
$1.41M -$58.6K -674 -4%
GF
129
Gerstein Fisher
New York
$1.37M -$1.47M -16,870 -52%
TNB
130
Thomasville National Bank
Georgia
$1.37M +$262K +3,010 +24%
MAM
131
Marquette Asset Management
Minnesota
$1.36M – – –
ANB
132
Amarillo National Bank
Texas
$1.35M +$1.35M +15,530 New
CK
133
Carnick & Kubik
Colorado
$1.31M +$244K +2,804 +23%
FNBOO
134
First National Bank of Omaha
Nebraska
$1.28M +$1.28M +14,690 New
CW
135
Cobiz Wealth
Colorado
$1.28M +$73.5K +846 +6%
CIBC Private Wealth Group
136
CIBC Private Wealth Group
Georgia
$1.27M +$1.27M +14,557 New
KFS
137
KMS Financial Services
Washington
$1.26M -$6.61K -76 -0.5%
HighTower Advisors
138
HighTower Advisors
Illinois
$1.24M -$404K -4,651 -25%
VFS
139
VSR Financial Services
Kansas
$1.18M -$345K -3,966 -23%
VIA
140
Vantage Investment Advisors
Pennsylvania
$1.17M -$2.87K -33 -0.2%
ECM
141
ETrade Capital Management
Virginia
$1.16M -$14.8K -170 -1%
CG
142
Colony Group
Massachusetts
$1.15M +$200K +2,298 +21%
CAN
143
Cetera Advisor Networks
California
$1.06M +$21.3K +245 +2%
Creative Planning
144
Creative Planning
Kansas
$1.06M -$139K -1,602 -12%
LFG
145
LifePlan Financial Group
Ohio
$1.05M -$15.3K -176 -1%
RJFSA
146
Raymond James Financial Services Advisors
Florida
$1.01M -$185K -2,134 -16%
AIS
147
American Investment Services
Massachusetts
$977K -$83.1K -956 -8%
HW
148
Hancock Whitney
Mississippi
$957K -$115K -1,321 -11%
HC
149
HHG & Company
Connecticut
$925K +$217K +2,500 +31%
AWM
150
Avior Wealth Management
Nebraska
$898K -$190K -2,190 -17%
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