IVE icon

iShares S&P 500 Value ETF
IVE

Overview Fund Activity

359 hedge funds and large institutions have $5.04B invested in iShares S&P 500 Value ETF in 2014 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 136 increasing their positions, 92 reducing their positions, and 19 closing their positions.

Holders
359
Holders Change
+41
Holders Change %
+12.89%
% of All Funds
9.58%
Holding in Top 10
37
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+8.82%
% of All Funds
0.99%
New
63
Increased
136
Reduced
92
Closed
19
Calls
$1.37M
Puts
$947K
Net Calls
+$422K
Net Calls Change
+$467K

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$195M
2
Goldman Sachs
2
Goldman Sachs
New York
$114M
3
Betterment LLC
3
Betterment LLC
New York
$90.8M
4
USAA
4
United Services Automobile Association
Texas
$132M
5
VanEck Associates
5
VanEck Associates
New York
$43M

Top Sellers

1
SMA
1
Simply Money Advisors
Ohio
$0
2
UCFA
2
United Capital Financial Advisors
Texas
$41.9M
3
PWAG
3
Polaris Wealth Advisory Group
California
$29.7M
4
LPL Financial
4
LPL Financial
California
$164M
5
NPC
5
National Planning Corporation
California
$10.4M
Name Market Value Shares Shares
Change 		Shares
Change %
AA
51
Alesco Advisors
New York
$13.6M 145,284 -5,589 -4%
V
52
Veritable
Delaware
$13M 138,963 -3,173 -2%
NSIM
53
North Star Investment Management
Illinois
$12.7M 135,554 +2,599 +2%
GIA
54
GHP Investment Advisors
Colorado
$12.3M 131,547 +1,888 +1%
TAM
55
Todd Asset Management
Kentucky
$12.2M 129,690 -6,060 -4%
SMC
56
Smith, Moore & Co
Missouri
$12M 128,310 +2,010 +2%
Fifth Third Bancorp
57
Fifth Third Bancorp
Ohio
$11.9M 127,231 +16,745 +15%
NPC
58
National Planning Corporation
California
$10.4M 113,198 -141,179 -55%
Allianz Asset Management
59
Allianz Asset Management
Germany
$10.3M 110,000 +10,000 +10%
Cambridge Investment Research Advisors
60
Cambridge Investment Research Advisors
Iowa
$10.1M 107,226 +61,673 +135%
JPMPWA
61
J.P. Morgan Private Wealth Advisors
California
$9.86M 105,191 -3,417 -3%
DWA
62
Dorsey Wright & Associates
California
$9.71M 103,522 -2,289 -2%
Axa
63
Axa
France
$9.55M 101,791 +10,200 +11%
Jones Financial Companies
64
Jones Financial Companies
Missouri
$9.47M 100,984 +3,686 +4%
IA
65
IndexIQ Advisors
New York
$9.32M 99,343 +31,783 +47%
PGFC
66
Peapack-Gladstone Financial Corp
New Jersey
$9.2M 98,141 +6,333 +7%
Mariner
67
Mariner
Kansas
$9.06M 96,633 +14,504 +18%
WF
68
WealthTrust Fairport
Ohio
$8.87M 94,619 -5,923 -6%
FAAS
69
First Allied Advisory Services
California
$8.42M 89,834 +19,167 +27%
TAIM
70
TD Ameritrade Investment Management
Nebraska
$8.25M 88,023 -224 -0.3%
CNB
71
City National Bank
California
$8.16M 87,012 -16,414 -16%
CFA
72
Cahill Financial Advisors
Minnesota
$8.14M 86,824 +125 +0.1%
PP
73
Palladium Partners
Virginia
$8.13M 86,677 +6,563 +8%
BlackRock
74
BlackRock
New York
$7.3M 77,793 +754 +1%
Deutsche Bank
75
Deutsche Bank
Germany
$7.21M 76,947 +6,740 +10%
1 2
3
4 5