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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 Holding Trade Value Shares
Change 		Shares
Change %
ACM
176
Azimuth Capital Management
Michigan
$796K +$11.7K +130 +1%
RJT
177
Raymond James Trust
Florida
$792K +$216K +2,395 +37%
AWM
178
Avior Wealth Management
Nebraska
$782K -$41.2K -457 -5%
SC
179
Stratford Consulting
Texas
$764K +$631 +7 +0.1%
PI
180
Placemark Investments
Illinois
$746K -$883K -9,801 -54%
FIM
181
Freedom Investment Management
Connecticut
$733K +$43.1K +478 +6%
AWA
182
Arete Wealth Advisors
Illinois
$694K +$16.7K +185 +2%
NAM
183
NTV Asset Management
West Virginia
$684K – – –
BAC
184
Boys Arnold & Co
North Carolina
$675K – – –
EWM
185
Evercore Wealth Management
New York
$669K – – –
PA
186
Pinnacle Associates
New York
$664K -$109K -1,208 -14%
ELC
187
Edgar Lomax Company
Virginia
$663K +$60.8K +675 +10%
NES
188
New England Securities
New York
$660K +$29.7K +330 +5%
OWD
189
Osborn Williams & Donohoe
Ohio
$650K – – –
FNBT
190
FineMark National Bank & Trust
Florida
$649K – – –
CWM
191
Confluence Wealth Management
Oregon
$646K +$3.24K +36 +0.5%
SFG
192
SNS Financial Group
Minnesota
$639K +$35.6K +396 +6%
ABC
193
Associated Banc-Corp
Wisconsin
$616K – – –
TIA
194
Tiemann Investment Advisors
California
$612K +$20.6K +229 +3%
CWM
195
Concert Wealth Management
California
$611K -$6.6K -73 -1%
FNBTCON
196
First National Bank & Trust Co of Newtown
Pennsylvania
$609K – – –
TFCP
197
Twin Focus Capital Partners
Massachusetts
$608K +$608K +6,750 New
CDIA
198
Capital Directions Investment Advisors
Georgia
$607K – – –
WSTAM
199
Wilbanks Smith & Thomas Asset Management
Virginia
$597K -$15.3K -170 -2%
PFS
200
Prospera Financial Services
Texas
$571K -$9.09K -101 -2%
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