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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
1GA
101
1st Global Advisors
Texas
$2.29M +$2.29M +30,223 New
ASN
102
Advisory Services Network
Georgia
$2.26M +$2.2M +28,972 New
HJA
103
Hugh Johnson Advisors
New York
$2.26M +$2.26M +29,803 New
GC
104
Guggenheim Capital
Illinois
$2.21M +$2.21M +29,130 New
FAAM
105
First Allied Asset Management
California
$2.18M +$2.18M +28,729 New
RCAG
106
Rehmann Capital Advisory Group
Michigan
$2.08M +$2.08M +27,385 New
Truist Financial
107
Truist Financial
North Carolina
$2.06M +$2.07M +27,215 New
PP
108
Palladium Partners
Virginia
$2M +$2M +26,413 New
AIP
109
Ameritas Investment Partners
Nebraska
$2M +$2M +26,404 New
Cambridge Investment Research Advisors
110
Cambridge Investment Research Advisors
Iowa
$1.94M +$1.94M +25,588 New
PSUF
111
People's United Financial
Connecticut
$1.93M +$1.93M +25,485 New
CAM
112
Capstone Asset Management
Texas
$1.87M +$1.87M +24,687 New
Bank of New York Mellon
113
Bank of New York Mellon
New York
$1.83M +$1.83M +24,126 New
B
114
Baird
Wisconsin
$1.8M +$1.81M +23,792 New
CCWA
115
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.76M +$1.77M +23,289 New
FHC
116
First Heartland Consultants
Missouri
$1.69M +$1.69M +22,303 New
SNT
117
Security National Trust
West Virginia
$1.69M +$1.69M +22,290 New
UBWV
118
United Bank (West Virginia)
West Virginia
$1.69M +$1.69M +22,248 New
ST
119
Sentinel Trust
Texas
$1.64M +$1.64M +21,610 New
Northern Trust
120
Northern Trust
Illinois
$1.56M +$1.57M +20,664 New
SC
121
Savant Capital
Illinois
$1.53M +$1.53M +20,166 New
FMP
122
Financial Management Professionals
Texas
$1.52M +$1.53M +20,102 New
OC
123
Oppenheimer & Co
New York
$1.52M +$1.52M +20,091 New
Northwestern Mutual Wealth Management
124
Northwestern Mutual Wealth Management
Wisconsin
$1.5M +$1.5M +19,824 New
IFA
125
Interactive Financial Advisors
Illinois
$1.48M +$1.48M +19,505 New
3 4
5
6 7

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.