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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
ICOA
126
Investment Centers of America
North Dakota
$1.41M +$1.41M +18,637 New
HW
127
Hancock Whitney
Mississippi
$1.39M +$1.39M +18,341 New
FMII
128
Farmers & Merchants Investments Inc
Nebraska
$1.39M +$1.39M +18,297 New
VFS
129
VSR Financial Services
Kansas
$1.29M +$1.3M +17,073 New
NAM
130
NTV Asset Management
West Virginia
$1.29M +$1.29M +17,012 New
WG
131
Welch Group
Alabama
$1.28M +$1.28M +16,877 New
Natixis Advisors
132
Natixis Advisors
Massachusetts
$1.23M +$1.23M +16,194 New
HB
133
Homrich & Berg
Georgia
$1.22M +$1.22M +16,059 New
KFS
134
KMS Financial Services
Washington
$1.14M +$1.13M +14,954 New
SAM
135
Securian Asset Management
Minnesota
$1.13M +$1.13M +14,850 New
AIS
136
American Investment Services
Massachusetts
$1.07M +$1.07M +14,065 New
ACM
137
Argentus Capital Management
Texas
$1.04M +$1.05M +13,775 New
ECM
138
ETrade Capital Management
Virginia
$1.04M +$1.04M +13,751 New
AIA
139
Alerus Investment Advisors
Minnesota
$1.01M +$961K +12,668 New
VAM
140
Visionary Asset Management
Texas
$974K +$976K +12,866 New
NG
141
NatWest Group
United Kingdom
$959K +$960K +12,655 New
HighTower Advisors
142
HighTower Advisors
Illinois
$954K +$956K +12,596 New
Creative Planning
143
Creative Planning
Kansas
$817K +$819K +10,788 New
PA
144
Pinnacle Associates
New York
$809K +$810K +10,672 New
PFPT
145
Pinnacle Financial Partners (Tennessee)
Tennessee
$785K +$787K +10,363 New
TRCT
146
Tower Research Capital (TRC)
New York
$748K +$750K +9,877 New
BPBT
147
Boston Private Bank & Trust
Massachusetts
$737K +$738K +9,730 New
LFG
148
LifePlan Financial Group
Ohio
$727K +$728K +9,589 New
BFO
149
Boston Family Office
Massachusetts
$727K +$729K +9,600 New
AI
150
Atria Investments
North Carolina
$720K +$721K +9,498 New
4 5
6
7 8

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.