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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
Fidelity Investments
76
Fidelity Investments
Massachusetts
$5.11M +$5.12M +67,496 New
RFC
77
Regions Financial Corp
Alabama
$4.93M +$4.94M +65,086 New
PI
78
Placemark Investments
Illinois
$4.79M +$4.8M +63,219 New
NPC
79
National Planning Corporation
California
$4.64M +$4.64M +61,118 New
DA
80
DSC Advisors
Illinois
$4.55M +$4.55M +60,000 New
AIG
81
American International Group
New York
$4.48M +$4.49M +59,125 New
PGFC
82
Peapack-Gladstone Financial Corp
New Jersey
$4.34M +$4.35M +57,258 New
CS
83
Comerica Securities
Michigan
$4.04M +$4.04M +53,264 New
Ameriprise
84
Ameriprise
Minnesota
$4.02M +$4.03M +53,089 New
LTFS
85
Ladenburg Thalmann Financial Services
Florida
$3.95M +$3.96M +52,146 New
SEIA
86
Signature Estate & Investment Advisors
California
$3.78M +$3.78M +49,839 New
ST
87
Smithfield Trust
Pennsylvania
$3.76M +$3.76M +49,595 New
CMP
88
Courage Miller Partners
Virginia
$3.62M +$3.62M +47,756 New
MBT
89
Monroe Bank & Trust
Michigan
$3.55M +$3.56M +46,848 New
Deutsche Bank
90
Deutsche Bank
Germany
$3.52M +$3.53M +46,528 New
BOH
91
Bank of Hawaii
Hawaii
$3.26M +$3.26M +43,015 New
Invesco
92
Invesco
Georgia
$3.26M +$3.27M +43,020 New
MLICM
93
Metropolitan Life Insurance Company (MetLife)
New York
$3.23M +$3.23M +42,580 New
ACM
94
Ashford Capital Management
Delaware
$3.05M +$3.06M +40,312 New
CBU
95
CIBC Bank USA
Illinois
$2.94M +$2.95M +38,828 New
CFA
96
Camarda Financial Advisors
Florida
$2.75M +$2.76M +36,320 New
MFS
97
MSI Financial Services
Massachusetts
$2.54M +$2.54M +33,502 New
SCG
98
Strategic Capital Group
Washington
$2.51M +$2.51M +33,112 New
WP
99
WMS Partners
Maryland
$2.47M +$2.48M +32,639 New
Citigroup
100
Citigroup
New York
$2.3M +$2.3M +30,298 New
2 3
4
5 6

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.