IVE icon

iShares S&P 500 Value ETF

256 hedge funds and large institutions have $3.28B invested in iShares S&P 500 Value ETF in 2013 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 95 increasing their positions, 94 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
256
Holders Change
-5
Holders Change %
-1.92%
% of All Funds
8.3%
Holding in Top 10
27
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-22.86%
% of All Funds
0.88%
New
22
Increased
95
Reduced
94
Closed
24
Calls
$1.85M
Puts
$1.14M
Net Calls
+$712K
Net Calls Change
+$871K
Name Holding Trade Value Shares
Change
Shares
Change %
WTC
226
WhitTier Trust Company
Nevada
$161K
GT
227
Glenmede Trust
Pennsylvania
$158K
Barclays
228
Barclays
United Kingdom
$125K
WA
229
WFG Advisors
Texas
$121K +$157 +2 +0.1%
AFC
230
AFT Forsyth & Company
Florida
$117K
Brown Advisory
231
Brown Advisory
Maryland
$116K
PFG
232
Pacific Financial Group
Washington
$97K
JFA
233
JNBA Financial Advisors
Minnesota
$79K
EWM
234
Elite Wealth Management
Washington
$67K +$67K +854 New
BIM
235
BlackRock Investment Management
Delaware
$64K +$40.7K +517 +175%
FBT
236
Founders Bank & Trust
Michigan
$54K
HCM
237
Horrell Capital Management
Arkansas
$51K
CFA
238
Carroll Financial Associates
North Carolina
$48K
WT
239
Whittier Trust
California
$42K
GI
240
Gradient Investments
Minnesota
$38K
MAM
241
Meeder Asset Management
Ohio
$36K +$36K +460 New
FWM
242
Focused Wealth Management
New York
$31K +$31K +390 New
WRM
243
Westport Resources Management
Connecticut
$29K
Bessemer Group
244
Bessemer Group
New Jersey
$26K
AssetMark Inc
245
AssetMark Inc
California
$22K +$22K +278 New
Parallax Volatility Advisers
246
Parallax Volatility Advisers
California
$19K +$19K +243 New
PMFA
247
Plante Moran Financial Advisors
Michigan
$18K
SSB
248
Sandy Spring Bank
Maryland
$16K -$2.48K -31 -13%
CTC
249
Central Trust Company
Missouri
$15K
AA
250
AlphaMark Advisors
Kentucky
$15K