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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.

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 Market Value Shares Shares
Change 		Shares
Change %
JIR
201
James Investment Research
Ohio
$420K 4,920 +1,300 +36%
AIA
202
Alerus Investment Advisors
Minnesota
$413K 5,148 +2,789 +118%
BSB
203
Bangor Savings Bank
Maine
$409K 4,791 -35 -0.7%
BAM
204
Berkshire Asset Management
Pennsylvania
$400K 4,686 +4,686 New
NA
205
Nottingham Advisors
New York
$376K 4,400 – –
RIA
206
Regal Investment Advisors
Michigan
$355K 4,156 +95 +2%
CCM
207
Condor Capital Management
New Jersey
$353K 4,128 +38 +0.9%
NAM
208
North American Management
Massachusetts
$350K 4,100 – –
BDF
209
Balasa Dinverno & Foltz
$348K 4,068 -246 -6%
SSWM
210
Sheets Smith Wealth Management
North Carolina
$345K 4,037 – –
MCM
211
Manchester Capital Management
Vermont
$342K 4,001 – –
PFBT
212
Parkside Financial Bank & Trust
Missouri
$342K 4,002 +65 +2%
NEPWA
213
New England Private Wealth Advisors
Massachusetts
$339K 3,960 +3,960 New
TT
214
Tower Trust
Indiana
$338K 3,953 -488 -11%
LW
215
Linscomb Wealth
Texas
$335K 3,917 -104 -3%
CPO
216
Cerity Partners OCIO
New York
$335K 3,925 +1 +0%
AL
217
Aspiriant LLC
California
$323K 3,779 +3,779 New
BOK
218
Bank of Kentucky
Kentucky
$322K 3,766 -865 -19%
WCM
219
Wealthcare Capital Management
Virginia
$322K 3,769 -15 -0.4%
TNBTD
220
Trustmark National Bank Trust Department
Mississippi
$317K 3,715 – –
MG
221
Mather Group
Illinois
$315K 3,680 +3,680 New
DSA
222
Davis Selected Advisers
Arizona
$310K 3,632 +3,632 New
PSI
223
Pinnacle Summer Investments
Virginia
$294K 3,444 +17 +0.5%
TTWM
224
TCV Trust & Wealth Management
Virginia
$291K 3,402 -1,760 -34%
William Blair & Company
225
William Blair & Company
Illinois
$271K 3,180 +100 +3%
7 8
9
10 11