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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
LI
3
LVZ Inc
Michigan
$11.7M
4
Morgan Stanley
4
Morgan Stanley
New York
$611M
5
SMC
5
Smith, Moore & Co
Missouri
$10.2M

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 %
Morgan Stanley
1
Morgan Stanley
New York
$611M 7,154,825 +134,546 +2%
Wells Fargo
2
Wells Fargo
California
$366M 4,282,355 +167,059 +4%
VA
3
Valmark Advisers
Ohio
$351M 4,111,793 +211,368 +5%
Bank of America
4
Bank of America
North Carolina
$220M 2,573,959 -381 -0%
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$127M 1,485,596 +27,708 +2%
U
6
UBS
Switzerland
$123M 1,444,487 +20,040 +1%
WT
7
Wilmington Trust
Delaware
$122M 1,430,757 -76,021 -5%
Bank of Montreal
8
Bank of Montreal
Ontario, Canada
$119M 1,389,546 +31,201 +2%
USAA
9
United Services Automobile Association
Texas
$116M 1,360,118 -83 -0%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$96.9M 1,133,694 +99,310 +10%
FHB
11
First Hawaiian Bank
Hawaii
$67.9M 794,098 +63,605 +9%
LPL Financial
12
LPL Financial
California
$58.7M 686,770 +31,694 +5%
WTNA
13
Wilmington Trust National Association
Delaware
$44.3M 518,437 +17,202 +3%
KeyBank National Association
14
KeyBank National Association
Ohio
$43.7M 511,632 -58,897 -10%
EA
15
Efficient Advisors
Ohio
$38.8M 453,651 +6,684 +1%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$36.5M 426,921 +9,316 +2%
FBNAT
17
FirstMerit Bank N.A. Trustee
Ohio
$32.3M 377,791 +2,348 +0.6%
MA
18
MUFG Americas
New York
$29.6M 346,689 -28,297 -8%
TAT
19
TD Ameritrade Trust
Colorado
$28.2M 330,933 +7,585 +2%
US Bancorp
20
US Bancorp
Minnesota
$26.7M 312,756 +20,727 +7%
ACH
21
Axis Capital Holdings
Bermuda
$26.1M 305,327 – –
PFM
22
Phillips Financial Management
Indiana
$25.9M 305,311 -646 -0.2%
CC
23
Courier Capital
New York
$20.2M 236,422 -3,059 -1%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$19.9M 232,946 -88 -0%
JPMorgan Chase & Co
25
JPMorgan Chase & Co
New York
$18M 210,598 +30,114 +17%
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