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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
Goldman Sachs
1
Goldman Sachs
New York
$114M
2
USAA
2
United Services Automobile Association
Texas
$132M
3
VanEck Associates
3
VanEck Associates
New York
$43M
4
Wells Fargo
4
Wells Fargo
California
$490M
5
DSA
5
Davis Selected Advisers
Arizona
$15.5M

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 %
BIM
126
BlackRock Investment Management
Delaware
$2.73M 29,143 +23,577 +424%
ASN
127
Advisory Services Network
Georgia
$2.72M 29,864 +1,445 +5%
Millennium Management
128
Millennium Management
New York
$2.69M 28,726 +28,726 New
SRSA
129
S.R. Schill & Associates
Washington
$2.68M 28,608 +28,608 New
B
130
Baird
Wisconsin
$2.64M 28,125 +35 +0.1%
Creative Planning
131
Creative Planning
Kansas
$2.51M 26,771 -2,816 -10%
Janney Montgomery Scott
132
Janney Montgomery Scott
Pennsylvania
$2.5M 26,690 +2,516 +10%
WP
133
WMS Partners
Maryland
$2.48M 26,477 – –
PSUF
134
People's United Financial
Connecticut
$2.25M 23,983 -2,650 -10%
FMP
135
Financial Management Professionals
Texas
$2.19M 23,297 +494 +2%
CAM
136
Capstone Asset Management
Texas
$2.18M 23,240 -2,842 -11%
UBWV
137
United Bank (West Virginia)
West Virginia
$2.05M 21,872 – –
RCP
138
Rothschild Capital Partners
New York
$2.04M 21,800 +21,800 New
FBA
139
Front Barnett Associates
Illinois
$2.03M 21,690 +2,015 +10%
GT
140
Greenleaf Trust
Michigan
$1.99M 21,256 -460 -2%
First Trust Advisors
141
First Trust Advisors
Illinois
$1.99M 21,203 -3,561 -14%
BNP Paribas Financial Markets
142
BNP Paribas Financial Markets
France
$1.95M 20,791 +19,113 +1,139%
FMC
143
First Merchants Corp
Indiana
$1.87M 19,975 +19,975 New
SNT
144
Security National Trust
West Virginia
$1.86M 19,880 -535 -3%
CA
145
Cetera Advisors
Colorado
$1.79M 19,119 +4,286 +29%
RJT
146
Raymond James Trust
Florida
$1.75M 18,641 +9,849 +112%
OC
147
Oppenheimer & Co
New York
$1.75M 18,606 +774 +4%
CW
148
Cobiz Wealth
Colorado
$1.73M 18,482 +859 +5%
Barclays
149
Barclays
United Kingdom
$1.66M 17,814 +6,158 +53%
ACM
150
Ashford Capital Management
Delaware
$1.62M 17,256 -3,055 -15%
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