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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
SS
176
SG Select
Florida
$456K +$457K +6,017 New
AC
177
Alexandria Capital
Virginia
$455K +$456K +6,002 New
SWA
178
SFMG Wealth Advisors
Texas
$446K +$446K +5,882 New
BSW
179
Buckingham Strategic Wealth
Missouri
$445K +$446K +5,879 New
CAN
180
Cetera Advisor Networks
California
$433K +$436K +5,744 New
SAM
181
Summit Asset Management
Tennessee
$427K +$427K +5,631 New
CWM
182
Concert Wealth Management
California
$413K +$415K +5,470 New
TTWM
183
TCV Trust & Wealth Management
Virginia
$403K +$403K +5,312 New
RCA
184
Rex Capital Advisors
Rhode Island
$400K +$400K +5,275 New
CIA
185
Covington Investment Advisors
Pennsylvania
$387K +$388K +5,112 New
KCG
186
Knight Capital Group
$373K +$374K +4,928 New
PMG
187
ProVise Management Group
Florida
$373K +$374K +4,930 New
BOK
188
Bank of Kentucky
Kentucky
$367K +$367K +4,836 New
NA
189
Nottingham Advisors
New York
$359K +$361K +4,750 New
CW
190
Cobiz Wealth
Colorado
$354K +$355K +4,676 New
CA
191
Cetera Advisors
Colorado
$346K +$350K +4,616 New
HI
192
Horizon Investments
North Carolina
$344K +$344K +4,539 New
GLA
193
Great Lakes Advisors
Illinois
$337K +$337K +4,445 New
TT
194
Tower Trust
Indiana
$336K +$337K +4,441 New
FNBTCON
195
First National Bank & Trust Co of Newtown
Pennsylvania
$335K +$336K +4,425 New
SSWM
196
Sheets Smith Wealth Management
North Carolina
$332K +$332K +4,377 New
PFBT
197
Parkside Financial Bank & Trust
Missouri
$330K +$331K +4,360 New
BDF
198
Balasa Dinverno & Foltz
$327K +$327K +4,314 New
NAM
199
North American Management
Massachusetts
$311K +$311K +4,100 New
HFS
200
HL Financial Services
Kentucky
$311K +$311K +4,104 New
6 7
8
9 10

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.