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iShares S&P 500 Value ETF
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Overview Fund Activity

318 hedge funds and large institutions have $4.49B invested in iShares S&P 500 Value ETF in 2014 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 130 increasing their positions, 102 reducing their positions, and 19 closing their positions.

Holders
318
Holders Change
+4
Holders Change %
+1.27%
% of All Funds
9.23%
Holding in Top 10
34
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-8.11%
% of All Funds
0.99%
New
27
Increased
130
Reduced
102
Closed
19
Calls
$3.77M
Puts
$3.82M
Net Calls
-$45K
Net Calls Change
+$4.19M

Top Buyers

1
M&T Bank
1
M&T Bank
New York
$148M
2
Franklin Resources
2
Franklin Resources
California
$57.4M
3
BMM
3
Berkshire Money Management
Massachusetts
$32.4M
4
PWAG
4
Polaris Wealth Advisory Group
California
$54.1M
5
LPL Financial
5
LPL Financial
California
$169M

Top Sellers

1
ACH
1
Axis Capital Holdings
Bermuda
$0
2
Bank of America
2
Bank of America
North Carolina
$275M
3
Axa
3
Axa
France
$8.25M
4
UCFA
4
United Capital Financial Advisors
Texas
$75.1M
5
Goldman Sachs
5
Goldman Sachs
New York
$22.1M
Name Market Value Shares Shares
Change 		Shares
Change %
BPBT
151
Boston Private Bank & Trust
Massachusetts
$1.23M 13,657 +3,725 +38%
VIA
152
Vantage Investment Advisors
Pennsylvania
$1.2M 13,333 – –
MFS
153
MSI Financial Services
Massachusetts
$1.17M 12,970 -593 -4%
ECM
154
ETrade Capital Management
Virginia
$1.16M 12,924 -240 -2%
HNB
155
Huntington National Bank
Ohio
– – – –
LFG
156
LifePlan Financial Group
Ohio
$1.09M 12,134 – –
Barclays
157
Barclays
United Kingdom
$1.05M 11,656 -2,313 -17%
SG Americas Securities
158
SG Americas Securities
New York
$1.05M 11,646 -1,858 -14%
CAN
159
Cetera Advisor Networks
California
$1.04M 11,546 +560 +5%
FAAM
160
First Allied Asset Management
California
$1M 11,159 +11,159 New
NFG
161
Next Financial Group
Texas
$979K 10,872 +10,872 New
HC
162
HHG & Company
Connecticut
$965K 10,709 +55 +0.5%
SFA
163
Sequoia Financial Advisors
Ohio
$928K 10,304 +455 +5%
HW
164
Hancock Whitney
Mississippi
$913K 10,133 -211 -2%
AIS
165
American Investment Services
Massachusetts
$910K 10,100 -220 -2%
VC
166
Vicus Capital
Pennsylvania
$869K 9,645 +9,645 New
BFO
167
Boston Family Office
Massachusetts
$865K 9,600 – –
GC
168
Garde Capital
Washington
$856K 9,500 +9,500 New
JA
169
JOYN Advisors
Georgia
$846K 9,389 +9 +0.1%
PFP
170
Pinnacle Financial Partners
Tennessee
$842K 9,350 -315 -3%
Bank of New York Mellon
171
Bank of New York Mellon
New York
$827K 9,194 -115 -1%
CI
172
Conning Inc
Connecticut
$820K 9,103 – –
CG
173
Colony Group
Massachusetts
$814K 9,042 -5,714 -39%
BP
174
Ballentine Partners
Massachusetts
$813K 9,021 – –
GF
175
Gerstein Fisher
New York
$804K 8,928 -2,029 -19%
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7
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