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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.

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

Top Sellers

1
ACH
Axis Capital Holdings
Bermuda
$0
2
Bank of America
Bank of America
North Carolina
$275M
3
Axa
Axa
France
$8.25M
4
UCFA
United Capital Financial Advisors
Texas
$75.1M
5
Goldman Sachs
Goldman Sachs
New York
$22.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
201
Parkside Advisors
California
$556K -$18.5K -205 -3%
GG
202
Gofen & Glossberg
Illinois
$537K -$5.4K -60 -1%
AW
203
ACG Wealth
Georgia
$535K +$2.97K +33 +0.6%
LYV
204
Live Your Vision
Pennsylvania
$533K +$533K +6,165 New
WG
205
Welch Group
Alabama
$529K +$270 +3 +0.1%
SWA
206
SFMG Wealth Advisors
Texas
$524K – – –
BIM
207
BlackRock Investment Management
Delaware
$501K +$21.2K +236 +4%
NEPWA
208
New England Private Wealth Advisors
Massachusetts
$497K +$2.26K +25 +0.5%
BPC
209
Banque Pictet & Cie
Switzerland
$495K – – –
DADC
210
D.A. Davidson & Co
Montana
$492K -$2.43K -27 -0.5%
NDSI
211
Newman Dignan & Sheerar Inc
Rhode Island
$491K -$13.5K -150 -3%
BJL
212
Brighton Jones LLC
Washington
$486K -$95.3K -1,058 -16%
BDF
213
Balasa Dinverno & Foltz
$466K -$54.6K -607 -10%
BOTW
214
Bank of the West
California
$457K -$10.8K -120 -2%
BSW
215
Buckingham Strategic Wealth
Missouri
$455K -$7.84K -87 -2%
FA
216
FCG Advisors
New Jersey
$454K -$78.8K -1,006 -15%
CIA
217
Covington Investment Advisors
Pennsylvania
$451K – – –
GC
218
Guggenheim Capital
Illinois
$446K -$388K -4,302 -47%
JIR
219
James Investment Research
Ohio
$443K – – –
CCB
220
Cutter & Co Brokerage
Missouri
$440K +$72.1K +800 +20%
CL
221
Choreo LLC
Illinois
$439K -$40.9K -454 -9%
RCA
222
Rex Capital Advisors
Rhode Island
$437K – – –
CPO
223
Cerity Partners OCIO
New York
$436K +$4.77K +53 +1%
AC
224
Alexandria Capital
Virginia
$432K -$32.5K -361 -7%
SAM
225
Summit Asset Management
Tennessee
$432K – – –
7 8
9
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