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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 %
CIBC Private Wealth Group
151
CIBC Private Wealth Group
Georgia
$1.32M 14,662 +105 +0.7%
NA
152
Nottingham Advisors
New York
$1.32M 14,580 +10,180 +231%
CW
153
Cobiz Wealth
Colorado
$1.29M 14,327 -359 -2%
KFS
154
KMS Financial Services
Washington
$1.28M 14,119 -425 -3%
Barclays
155
Barclays
United Kingdom
$1.26M 13,969 +10,254 +276%
MFS
156
MSI Financial Services
Massachusetts
$1.22M 13,563 -4,508 -25%
SG Americas Securities
157
SG Americas Securities
New York
$1.22M 13,504 +13,504 New
VIA
158
Vantage Investment Advisors
Pennsylvania
$1.2M 13,333 -120 -0.9%
ECM
159
ETrade Capital Management
Virginia
$1.19M 13,164 -132 -1%
BUB
160
BBVA USA Bancshares
Texas
$1.16M 12,812 +12,812 New
Creative Planning
161
Creative Planning
Kansas
$1.11M 12,312 +177 +1%
LFG
162
LifePlan Financial Group
Ohio
$1.1M 12,134 – –
CAN
163
Cetera Advisor Networks
California
$991K 10,986 -1,211 -10%
GF
164
Gerstein Fisher
New York
$989K 10,957 -4,845 -31%
HC
165
HHG & Company
Connecticut
$963K 10,654 – –
HW
166
Hancock Whitney
Mississippi
$934K 10,344 -669 -6%
AIS
167
American Investment Services
Massachusetts
$932K 10,320 -919 -8%
Citadel Advisors
168
Citadel Advisors
Florida
$900K 9,964 +9,964 New
BPBT
169
Boston Private Bank & Trust
Massachusetts
$897K 9,932 – –
SFA
170
Sequoia Financial Advisors
Ohio
$889K 9,849 +1,712 +21%
PFP
171
Pinnacle Financial Partners
Tennessee
$873K 9,665 -30 -0.3%
BFO
172
Boston Family Office
Massachusetts
$867K 9,600 – –
AIA
173
Alerus Investment Advisors
Minnesota
$850K 9,415 +10 +0.1%
JA
174
JOYN Advisors
Georgia
$847K 9,380 +31 +0.3%
Bank of New York Mellon
175
Bank of New York Mellon
New York
$841K 9,309 +74 +0.8%
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7
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