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iShares S&P 500 Value ETF
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Overview Fund Activity

293 hedge funds and large institutions have $3.43B invested in iShares S&P 500 Value ETF in 2013 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 102 increasing their positions, 96 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
293
Holders Change
+37
Holders Change %
+14.45%
% of All Funds
8.51%
Holding in Top 10
30
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+11.11%
% of All Funds
0.87%
New
51
Increased
102
Reduced
96
Closed
9
Calls
$2.55M
Puts
$2.86M
Net Calls
-$316K
Net Calls Change
-$1.03M

Top Buyers

1
VA
1
Valmark Advisers
Ohio
$351M
2
Wells Fargo
2
Wells Fargo
California
$366M
3
Morgan Stanley
3
Morgan Stanley
New York
$611M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$96.9M
5
FHB
5
First Hawaiian Bank
Hawaii
$67.9M

Top Sellers

1
UCFA
1
United Capital Financial Advisors
Texas
$0
2
BNP Paribas Financial Markets
2
BNP Paribas Financial Markets
France
$3.08K
3
VanEck Associates
3
VanEck Associates
New York
$0
4
PWAG
4
Polaris Wealth Advisory Group
California
$12.5M
5
LMIM
5
Lockheed Martin Investment Management
Maryland
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GG
176
Gofen & Glossberg
Illinois
$556K -$4.27K -50 -0.8%
CIM
177
Confluence Investment Management
Missouri
$548K -$513K -6,003 -48%
BJL
178
Brighton Jones LLC
Washington
$546K -$164K -1,914 -23%
BSW
179
Buckingham Strategic Wealth
Missouri
$535K +$64.9K +759 +14%
SS
180
SG Select
Florida
$527K +$12.4K +145 +2%
FNBTCON
181
First National Bank & Trust Co of Newtown
Pennsylvania
$523K – – –
HCM
182
Hollencrest Capital Management
California
$523K +$523K +6,125 New
SG Americas Securities
183
SG Americas Securities
New York
$505K +$505K +5,904 New
BOTW
184
Bank of the West
California
$503K – – –
AW
185
ACG Wealth
Georgia
$500K +$500K +5,851 New
CA
186
Cetera Advisors
Colorado
$495K +$75K +880 +18%
HI
187
Horizon Investments
North Carolina
$494K -$5.73K -67 -1%
GT
188
Glenview Trust
Kentucky
$493K +$493K +5,769 New
DADC
189
D.A. Davidson & Co
Montana
$470K -$37.6K -441 -7%
BPC
190
Banque Pictet & Cie
Switzerland
$470K +$470K +5,500 New
BFEC
191
Benjamin F. Edwards & Company
Missouri
$467K -$329K -3,843 -41%
YP
192
Yellowstone Partners
Idaho
$458K +$458K +5,355 New
AC
193
Alexandria Capital
Virginia
$457K +$257 +3 +0.1%
RCA
194
Rex Capital Advisors
Rhode Island
$451K – – –
TIA
195
Tiemann Investment Advisors
California
$450K +$450K +5,267 New
SAM
196
Summit Asset Management
Tennessee
$446K -$35.4K -414 -7%
FNBT
197
FineMark National Bank & Trust
Florida
$437K -$38.4K -450 -8%
RJT
198
Raymond James Trust
Florida
$430K -$125K -1,469 -23%
CIA
199
Covington Investment Advisors
Pennsylvania
$428K -$3.42K -40 -0.8%
PFS
200
Prospera Financial Services
Texas
$422K +$422K +4,934 New
6 7
8
9 10