iShares S&P 500 Value ETF
318 hedge funds and large institutions have $4.49B invested in iShares S&P 500 Value ETF in 2014 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 130 increasing their positions, 102 reducing their positions, and 19 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more funds holding
Funds holding: →
more capital invested
Capital invested by funds: $ → $
0.1% more ownership
Funds ownership: 55.24% → 55.34% (+0.1%)
1% less call options, than puts
Call options by funds: $3.77M | Put options by funds: $3.82M
8% less funds holding in top 10
Funds holding in top 10: 37 → 34 (-3)
Holders
318
Holding in Top 10
34
Calls
$3.77M
Puts
$3.82M
Top Buyers
| 1 | +$148M | |
| 2 | +$57.2M | |
| 3 | +$32.4M | |
| 4 |
PWAG
Polaris Wealth Advisory Group
San Rafael,
California
|
+$21.7M |
| 5 |
LPL Financial
San Diego,
California
|
+$21.7M |
Top Sellers
| 1 | -$27.9M | |
| 2 | -$11.2M | |
| 3 | -$8.42M | |
| 4 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$6.79M |
| 5 |
Goldman Sachs
New York
|
-$6.41M |