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.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more funds holding
Funds holding: →
more funds holding in top 10
Funds holding in top 10: →
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
5% more capital invested
Capital invested by funds: $3.28B → $3.43B (+$152M)
2.33% less ownership
Funds ownership: 55.12% → 52.79% (-2.3%)
11% less call options, than puts
Call options by funds: $2.55M | Put options by funds: $2.86M
Holders
293
Holding in Top 10
30
Calls
$2.55M
Puts
$2.86M
Top Buyers
| 1 | +$18.1M | |
| 2 | +$14.3M | |
| 3 | +$11.5M | |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$8.49M |
| 5 |
FHB
First Hawaiian Bank
Honolulu,
Hawaii
|
+$5.44M |
Top Sellers
| 1 | -$63.2M | |
| 2 | -$30.2M | |
| 3 | -$27.2M | |
| 4 |
PWAG
Polaris Wealth Advisory Group
San Rafael,
California
|
-$15.2M |
| 5 |
LMIM
Lockheed Martin Investment Management
Bethesda,
Maryland
|
-$13.9M |