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iShares S&P 500 Value ETF
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Overview Fund Activity

398 hedge funds and large institutions have $5.57B invested in iShares S&P 500 Value ETF in 2015 Q4 according to their latest regulatory filings, with 71 funds opening new positions, 159 increasing their positions, 104 reducing their positions, and 26 closing their positions.

Holders
398
Holders Change
+41
Holders Change %
+11.48%
% of All Funds
10.45%
Holding in Top 10
41
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+5.13%
% of All Funds
1.08%
New
71
Increased
159
Reduced
104
Closed
26
Calls
$14.3M
Puts
$864K
Net Calls
+$13.4M
Net Calls Change
-$13.6M

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$178M
2
HI
2
Horizon Investments
North Carolina
$161M
3
SIM
3
Scottrade Investment Management
Missouri
$109M
4
LPL Financial
4
LPL Financial
California
$146M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$259M

Top Sellers

1
BMM
1
Berkshire Money Management
Massachusetts
$211K
2
VA
2
Valmark Advisers
Ohio
$442M
3
Franklin Resources
3
Franklin Resources
California
$38.2M
4
LI
4
LVZ Inc
Michigan
$0
5
NFG
5
Noven Financial Group
Colorado
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$759M 8,575,257 +310,656 +4%
Wells Fargo
2
Wells Fargo
California
$503M 5,687,049 +279,793 +5%
VA
3
Valmark Advisers
Ohio
$442M 5,061,986 -396,837 -7%
Bank of America
4
Bank of America
North Carolina
$363M 4,099,886 +543,227 +15%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$259M 2,923,377 +555,288 +23%
UBS Group
6
UBS Group
Switzerland
$212M 2,395,758 +292,346 +14%
Goldman Sachs
7
Goldman Sachs
New York
$178M 2,007,831 +1,822,775 +985%
HI
8
Horizon Investments
North Carolina
$161M 1,816,080 +1,775,571 +4,383%
PNC Financial Services Group
9
PNC Financial Services Group
Pennsylvania
$156M 1,765,451 +61,477 +4%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$153M 1,724,008 -7,184 -0.4%
LPL Financial
11
LPL Financial
California
$146M 1,667,241 +886,031 +113%
M&T Bank
12
M&T Bank
New York
$128M 1,448,809 -145,055 -9%
Betterment LLC
13
Betterment LLC
New York
$111M 1,250,949 +105,473 +9%
SIM
14
Scottrade Investment Management
Missouri
$109M 1,229,840 +1,229,840 New
Stifel Financial
15
Stifel Financial
Missouri
$69M 779,562 +118,837 +18%
GC
16
Guggenheim Capital
Illinois
$57.7M 651,391 -23,548 -3%
FHB
17
First Hawaiian Bank
Hawaii
$57.6M 650,965 -17,961 -3%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$49.6M 559,774 +79,037 +16%
US Bancorp
19
US Bancorp
Minnesota
$47.9M 541,397 -2,875 -0.5%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$47.4M 535,159 +64,296 +14%
KeyBank National Association
21
KeyBank National Association
Ohio
$46.4M 524,236 +34,484 +7%
UCFA
22
United Capital Financial Advisors
Texas
$40M 451,406 +1,921 +0.4%
EA
23
Efficient Advisors
Ohio
$39M 441,011 -82 -0%
HFBOT
24
Home Federal Bank of Tennessee
Tennessee
$38.8M 437,964 +437,964 New
Franklin Resources
25
Franklin Resources
California
$38.2M 430,998 -297,843 -41%
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