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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
BFEC
151
Benjamin F. Edwards & Company
Missouri
$708K +$709K +9,341 New
BJL
152
Brighton Jones LLC
Washington
$707K +$709K +9,336 New
BC
153
Brookfield Corp
Ontario, Canada
$690K +$69.1K +910 New
GF
154
Gerstein Fisher
New York
$686K +$687K +9,047 New
BP
155
Ballentine Partners
Massachusetts
$684K +$685K +9,021 New
FIM
156
Freedom Investment Management
Connecticut
$672K +$673K +8,873 New
TNB
157
Thomasville National Bank
Georgia
$671K +$672K +8,857 New
CIM
158
Confluence Investment Management
Missouri
$657K +$658K +8,665 New
SI
159
Stephens Inc
Arkansas
$645K +$646K +8,509 New
SC
160
Stratford Consulting
Texas
$628K +$626K +8,249 New
RJT
161
Raymond James Trust
Florida
$628K +$629K +8,290 New
HC
162
HHG & Company
Connecticut
$619K +$619K +8,154 New
DADC
163
D.A. Davidson & Co
Montana
$577K +$579K +7,627 New
EWM
164
Evercore Wealth Management
New York
$563K +$564K +7,427 New
FBA
165
Front Barnett Associates
Illinois
$557K +$557K +7,345 New
BAC
166
Boys Arnold & Co
North Carolina
$553K +$554K +7,295 New
CDIA
167
Capital Directions Investment Advisors
Georgia
$551K +$552K +7,277 New
OWD
168
Osborn Williams & Donohoe
Ohio
$547K +$548K +7,222 New
WSTAM
169
Wilbanks Smith & Thomas Asset Management
Virginia
$540K +$541K +7,128 New
SBCM
170
Silver Bridge Capital Management
Massachusetts
$538K +$539K +7,107 New
NES
171
New England Securities
New York
$521K +$522K +6,874 New
KT
172
Kanaly Trust
Texas
$521K +$522K +6,883 New
FA
173
FCG Advisors
New Jersey
$517K +$518K +6,819 New
GG
174
Gofen & Glossberg
Illinois
$507K +$508K +6,698 New
BOTW
175
Bank of the West
California
$494K +$495K +6,520 New
5 6
7
8 9

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.