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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
LW
201
Linscomb Wealth
Texas
$303K +$303K +3,996 New
MCM
202
Manchester Capital Management
Vermont
$303K +$304K +4,001 New
CPO
203
Cerity Partners OCIO
New York
$300K +$300K +3,956 New
RIA
204
Regal Investment Advisors
Michigan
$295K +$294K +3,868 New
FHA
205
First Horizon Advisors
Tennessee
$291K +$278K +3,663 New
AL
206
Aspiriant LLC
California
$283K +$284K +3,738 New
WCM
207
Wealthcare Capital Management
Virginia
$278K +$278K +3,669 New
LPT
208
Legacy Private Trust
Wisconsin
$277K +$277K +3,650 New
SI
209
SII Investments
Wisconsin
$275K +$275K +3,628 New
JIR
210
James Investment Research
Ohio
$274K +$275K +3,620 New
KA
211
Kovack Advisors
Florida
$264K +$264K +3,485 New
MAA
212
Managed Account Advisors
New Jersey
$260K +$260K +3,428 New
PSI
213
Pinnacle Summer Investments
Virginia
$259K +$259K +3,419 New
CIA
214
Choate Investment Advisors
Massachusetts
$254K +$255K +3,355 New
IH
215
IFC Holdings
Florida
$235K +$235K +3,098 New
William Blair & Company
216
William Blair & Company
Illinois
$233K +$234K +3,080 New
FNBT
217
FineMark National Bank & Trust
Florida
$218K +$217K +2,863 New
BRWA
218
B. Riley Wealth Advisors
Florida
$217K +$218K +2,867 New
TNBTD
219
Trustmark National Bank Trust Department
Mississippi
$214K +$214K +2,819 New
RT
220
Reliance Trust
Georgia
$214K +$215K +2,827 New
MWM
221
Modera Wealth Management
New Jersey
$213K +$213K +2,813 New
WG
222
Winchester Group
New York
$212K +$213K +2,800 New
HNB
223
Huntington National Bank
Ohio
$211K – – –
MPM
224
Meritage Portfolio Management
Kansas
$203K +$203K +2,680 New
MFP
225
Mosaic Financial Partners
California
$202K +$203K +2,672 New
7 8
9
10 11

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.