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iShares S&P 500 Value ETF
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Overview Fund Activity

359 hedge funds and large institutions have $5.04B invested in iShares S&P 500 Value ETF in 2014 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 136 increasing their positions, 92 reducing their positions, and 19 closing their positions.

Holders
359
Holders Change
+41
Holders Change %
+12.89%
% of All Funds
9.58%
Holding in Top 10
37
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+8.82%
% of All Funds
0.99%
New
63
Increased
136
Reduced
92
Closed
19
Calls
$1.37M
Puts
$947K
Net Calls
+$422K
Net Calls Change
+$467K

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$195M
2
Goldman Sachs
2
Goldman Sachs
New York
$114M
3
Betterment LLC
3
Betterment LLC
New York
$90.8M
4
USAA
4
United Services Automobile Association
Texas
$132M
5
VanEck Associates
5
VanEck Associates
New York
$43M

Top Sellers

1
SMA
1
Simply Money Advisors
Ohio
$0
2
UCFA
2
United Capital Financial Advisors
Texas
$41.9M
3
PWAG
3
Polaris Wealth Advisory Group
California
$29.7M
4
LPL Financial
4
LPL Financial
California
$164M
5
NPC
5
National Planning Corporation
California
$10.4M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$685M 7,309,075 +116,925 +2%
VA
2
Valmark Advisers
Ohio
$494M 5,267,779 -123,239 -2%
Wells Fargo
3
Wells Fargo
California
$490M 5,230,426 +342,834 +7%
Bank of America
4
Bank of America
North Carolina
$301M 3,215,249 +160,963 +5%
UBS Group
5
UBS Group
Switzerland
$195M 2,080,732 +2,080,732 New
LPL Financial
6
LPL Financial
California
$164M 1,747,679 -150,647 -8%
PNC Financial Services Group
7
PNC Financial Services Group
Pennsylvania
$159M 1,692,749 +18,818 +1%
M&T Bank
8
M&T Bank
New York
$157M 1,671,673 +28,199 +2%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$139M 1,480,382 -69,387 -4%
USAA
10
United Services Automobile Association
Texas
$132M 1,408,339 +543,221 +63%
Bank of Montreal
11
Bank of Montreal
Ontario, Canada
$125M 1,330,481 -19,016 -1%
Goldman Sachs
12
Goldman Sachs
New York
$114M 1,217,336 +972,205 +397%
Betterment LLC
13
Betterment LLC
New York
$90.8M 968,790 +968,790 New
FHB
14
First Hawaiian Bank
Hawaii
$75.5M 804,869 -57,043 -7%
Franklin Resources
15
Franklin Resources
California
$68.1M 726,556 +88,900 +14%
QA
16
Quantitative Advantage
Minnesota
$62.2M 663,169 -7,457 -1%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$53.1M 565,836 +107,613 +23%
Stifel Financial
18
Stifel Financial
Missouri
$49.4M 526,560 -8,931 -2%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$46M 490,780 +75,424 +18%
KeyBank National Association
20
KeyBank National Association
Ohio
$45.5M 485,677 +976 +0.2%
Fidelity Investments
21
Fidelity Investments
Massachusetts
$44.6M 475,095 +22,082 +5%
VanEck Associates
22
VanEck Associates
New York
$43M 459,042 +459,042 New
UCFA
23
United Capital Financial Advisors
Texas
$41.9M 446,421 -387,529 -46%
EA
24
Efficient Advisors
Ohio
$40.4M 431,367 -12,838 -3%
BMM
25
Berkshire Money Management
Massachusetts
$39.1M 417,343 +57,406 +16%
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