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.

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 Market Value Shares Shares
Change
Shares
Change %
WF
51
WealthTrust Fairport
Ohio
$8.49M 108,422 -681 -0.6%
FCBT
52
First Citizens Bank & Trust
North Carolina
$8.45M 107,848 +8,108 +8%
Fifth Third Bancorp
53
Fifth Third Bancorp
Ohio
$8.14M 103,984 -2,302 -2%
CHFS
54
Cobble Hill Financial Services
New Jersey
$7.83M 100,000 +25,000 +33%
AIM
55
Acropolis Investment Management
Missouri
$7.65M 97,700 -8,675 -8%
TAIM
56
TD Ameritrade Investment Management
Nebraska
$7.65M 97,614 +104 +0.1%
FAAS
57
First Allied Advisory Services
California
$7.62M 97,427 +24,151 +33%
Jones Financial Companies
58
Jones Financial Companies
Missouri
$6.97M 88,983 +6,177 +7%
MWM
59
Merriman Wealth Management
Washington
$6.92M 88,287 -1,792 -2%
GT
60
Greenleaf Trust
Michigan
$6.88M 87,780 +2,729 +3%
WTIM
61
Wilmington Trust Investment Management
Delaware
$6.87M 87,914 -1,091 -1%
CCWA
62
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$6.63M 84,708 +61,419 +264%
EFSCE
63
Enterprise Financial Services Corp (EFSC)
Missouri
$6.47M 82,564 +10,130 +14%
Comerica Bank
64
Comerica Bank
Texas
$6.19M 79,044 -4,714 -6%
SB
65
Suntrust Banks
Georgia
$6.09M 77,759
CNB
66
City National Bank
California
$6.01M 76,671 -32,130 -30%
AIG
67
American International Group
New York
$5.94M 75,903 +16,778 +28%
AMG
68
Asset Management Group
Connecticut
$5.86M 74,859 -746 -1%
LNWWM
69
Laird Norton Wetherby Wealth Management
California
$5.74M 73,339 +180 +0.2%
CC
70
Cadinha & Co
Hawaii
$5.72M 73,009 -1,854 -2%
RJA
71
Raymond James & Associates
Florida
$5.63M 71,857 -116,698 -62%
LIA
72
LBMC Investment Advisors
Tennessee
$5.59M 71,305 -1,583 -2%
MGIA
73
Moneta Group Investment Advisors
Missouri
$5.51M 70,301 -120 -0.2%
PP
74
Palladium Partners
Virginia
$5.22M 66,673 +40,260 +152%
Ameriprise
75
Ameriprise
Minnesota
$5.14M 65,610 +12,521 +24%