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iShares S&P 500 Value ETF
IVE

261 hedge funds and large institutions have $4.5B invested in iShares S&P 500 Value ETF in 2013 Q2 according to their latest regulatory filings, with 261 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

57.99% more ownership

Funds ownership: 0% → 57.99% (+58%)

11% less call options, than puts

Call options by funds: $1.35M | Put options by funds: $1.51M

Holders
261
Holders Change
+261
Holders Change %
–
% of All Funds
8.52%
Holding in Top 10
35
Holding in Top 10 Change
+35
Holding in Top 10 Change %
% of All Funds
1.14%
New
261
Increased
–
Reduced
–
Closed
–
Calls
$1.35M
Puts
$1.51M
Net Calls
-$159K
Net Calls Change
-$159K

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
TAT
26
TD Ameritrade Trust
Colorado
$24.6M +$24.6M +324,306 New
PFM
27
Phillips Financial Management
Indiana
$24.1M +$23.1M +304,087 New
PWAG
28
Polaris Wealth Advisory Group
California
$23.9M +$23.9M +315,402 New
ACH
29
Axis Capital Holdings
Bermuda
$23M +$23M +302,937 New
Susquehanna International Group
30
Susquehanna International Group
Pennsylvania
$22.2M +$22.2M +293,149 New
QIM
31
Quest Investment Management
Oregon
$19.2M +$19.2M +252,860 New
VanEck Associates
32
VanEck Associates
New York
$19.1M +$19.2M +252,427 New
CC
33
Courier Capital
New York
$18M +$18M +237,457 New
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$17.9M +$17.9M +236,133 New
RJA
35
Raymond James & Associates
Florida
$14.3M +$14.3M +188,555 New
TAM
36
Todd Asset Management
Kentucky
$13.4M +$13.5M +177,510 New
BCI
37
Brinker Capital Investments
Pennsylvania
$13.4M +$13.4M +177,148 New
LMIM
38
Lockheed Martin Investment Management
Maryland
$13.4M +$13.4M +176,932 New
JMPWA
39
JP Morgan Private Wealth Advisors
California
$13.2M +$13.3M +174,618 New
SGAM
40
Steinberg Global Asset Management
Florida
$12.9M +$12.9M +169,963 New
BF
41
BOK Financial
Oklahoma
$12.3M +$12.3M +162,509 New
AA
42
Alesco Advisors
New York
$12.1M +$12.1M +159,844 New
V
43
Veritable
Delaware
$12M +$12.1M +158,940 New
1IA
44
1834 Investment Advisors
Wisconsin
$11.8M +$11.8M +155,811 New
JP Morgan Chase
45
JP Morgan Chase
New York
$11.6M +$11.6M +152,591 New
IFS
46
Ifrah Financial Services
Arkansas
$11.5M +$11.5M +151,912 New
CAL
47
Capital Analysts LLC
Pennsylvania
$11.2M +$11.2M +147,627 New
CS
48
Credit Suisse
Switzerland
$10.7M +$10.7M +141,135 New
Goldman Sachs
49
Goldman Sachs
New York
$10.7M +$10.7M +140,876 New
GIA
50
GHP Investment Advisors
Colorado
$9.6M +$9.62M +126,731 New
1
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IVE Hedge Fund Activity: Q2 2013 in Review

261 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in iShares S&P 500 Value ETF (IVE) for Q2 2013, worth a combined $4.5B.

Buyers outnumbered sellers: 261 funds opened new IVE positions and 0 closed out — a net gain of 261 holders — while 0 added to existing stakes and 0 trimmed.

  • 261 institutional investors held iShares S&P 500 Value ETF (IVE) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $4.5B of iShares S&P 500 Value ETF stock for Q2 2013.
  • 261 funds opened new iShares S&P 500 Value ETF positions in Q2 2013 and 0 closed out, a net change of +261 holders.

Based on aggregated 13F filings for Q2 2013.