IVE icon

iShares S&P 500 Value ETF

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
Name Market Value Shares Shares
Change
Shares
Change %
KCPG
276
Kavar Capital Partners Group
Kansas
$25K 300 +300 New
AssetMark Inc
277
AssetMark Inc
California
$23K 268 -10 -4%
SFSIG
278
San Francisco Sentry Investment Group
California
$21K 240 +240 New
PMFA
279
Plante Moran Financial Advisors
Michigan
$19K 227
TWA
280
TCI Wealth Advisors
Arizona
$19K 217 +170 +362%
FWM
281
Focused Wealth Management
New York
$17K 196 -194 -50%
SSB
282
Sandy Spring Bank
Maryland
$17K 200
SF
283
Synovus Financial
Georgia
$17K 200 +200 New
HDIM
284
Hanson & Doremus Investment Management
Vermont
$10K 121 +121 New
KTC
285
Kistler-Tiffany Companies
Pennsylvania
$9K 100
CAPTRUST Financial Advisors
286
CAPTRUST Financial Advisors
North Carolina
$9K 106
NMIS
287
Northwestern Mutual Investment Services
Wisconsin
$7K 84 +84 New
MA
288
MCF Advisors
Kentucky
$6K 69
HRIA
289
Haberer Registered Investment Advisor
Ohio
$4K 50
WA
290
Winfield Associates
Ohio
$4K 45 +45 New
BNP Paribas Financial Markets
291
BNP Paribas Financial Markets
France
$3.08K 36 -353,395 -100%
TIM
292
Tortoise Investment Management
New York
$2K 25
NDSI
293
Newman Dignan & Sheerar Inc
Rhode Island
$519 6,071 -122 -2%
Manulife (Manufacturers Life Insurance)
294
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$13 150 +150 New
UCFA
295
United Capital Financial Advisors
Texas
-807,195 Closed
VanEck Associates
296
VanEck Associates
New York
-347,496 Closed
LMIM
297
Lockheed Martin Investment Management
Maryland
-176,932 Closed
FHC
298
First Heartland Consultants
Missouri
-8,877 Closed
LPT
299
Legacy Private Trust
Wisconsin
-4,050 Closed
PMG
300
ProVise Management Group
Florida
-3,478 Closed