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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 %
CLOS
126
Compagnie Lombard Odier SCmA
Switzerland
$2.17M 24,000 – –
Janney Montgomery Scott
127
Janney Montgomery Scott
Pennsylvania
$2.11M 23,346 +5,077 +28%
FMP
128
Financial Management Professionals
Texas
$2.03M 22,492 +651 +3%
UBWV
129
United Bank (West Virginia)
West Virginia
$2.01M 22,248 – –
GT
130
Greenleaf Trust
Michigan
$1.98M 22,459 -4,686 -17%
CK
131
Carnick & Kubik
Colorado
$1.87M 20,716 +5,594 +37%
SNT
132
Security National Trust
West Virginia
$1.85M 20,480 -200 -1%
ACM
133
Ashford Capital Management
Delaware
$1.83M 20,311 – –
OC
134
Oppenheimer & Co
New York
$1.67M 18,488 -357 -2%
FBA
135
Front Barnett Associates
Illinois
$1.65M 18,240 +710 +4%
PI
136
Placemark Investments
Illinois
$1.63M 18,083 +11,524 +176%
FMII
137
Farmers & Merchants Investments Inc
Nebraska
$1.62M 17,972 +455 +3%
HighTower Advisors
138
HighTower Advisors
Illinois
$1.61M 17,847 +3,606 +25%
Natixis Advisors
139
Natixis Advisors
Massachusetts
$1.59M 17,661 +944 +6%
SC
140
Savant Capital
Illinois
$1.54M 17,086 -303 -2%
TRCT
141
Tower Research Capital (TRC)
New York
$1.51M 16,736 +16,736 New
CIBC World Market
142
CIBC World Market
Ontario, Canada
$1.49M 16,550 +16,550 New
RJFSA
143
Raymond James Financial Services Advisors
Florida
$1.46M 16,152 +4,550 +39%
1GA
144
1st Global Advisors
Texas
$1.44M 15,973 -260 -2%
HB
145
Homrich & Berg
Georgia
$1.44M 15,915 -358 -2%
MAM
146
Marquette Asset Management
Minnesota
$1.42M 15,691 – –
TNB
147
Thomasville National Bank
Georgia
$1.38M 15,307 -466 -3%
IFA
148
Interactive Financial Advisors
Illinois
$1.36M 15,053 -1,151 -7%
CA
149
Cetera Advisors
Colorado
$1.34M 14,824 +8,182 +123%
CG
150
Colony Group
Massachusetts
$1.33M 14,756 +1,522 +12%
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