IVE icon

iShares S&P 500 Value ETF

256 hedge funds and large institutions have $3.28B invested in iShares S&P 500 Value ETF in 2013 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 95 increasing their positions, 94 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
256
Holders Change
-5
Holders Change %
-1.92%
% of All Funds
8.3%
Holding in Top 10
27
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-22.86%
% of All Funds
0.88%
New
22
Increased
95
Reduced
94
Closed
24
Calls
$1.85M
Puts
$1.14M
Net Calls
+$712K
Net Calls Change
+$871K
Name Holding Trade Value Shares
Change
Shares
Change %
PFBT
201
Parkside Financial Bank & Trust
Missouri
$308K -$33.1K -423 -10%
MAA
202
Managed Account Advisors
New Jersey
$308K +$39.6K +506 +15%
CPO
203
Cerity Partners OCIO
New York
$307K -$2.5K -32 -0.8%
WCM
204
Wealthcare Capital Management
Virginia
$296K +$9K +115 +3%
TNBTD
205
Trustmark National Bank Trust Department
Mississippi
$291K +$70.2K +896 +32%
JIR
206
James Investment Research
Ohio
$284K
PMG
207
ProVise Management Group
Florida
$272K -$114K -1,452 -29%
PSI
208
Pinnacle Summer Investments
Virginia
$268K +$626 +8 +0.2%
CIA
209
Choate Investment Advisors
Massachusetts
$263K
DY
210
Dowling & Yahnke
California
$258K +$258K +3,292 New
FHA
211
First Horizon Advisors
Tennessee
$256K -$30.8K -393 -11%
William Blair & Company
212
William Blair & Company
Illinois
$241K
HNB
213
Huntington National Bank
Ohio
$237K -$211K
EWA
214
EP Wealth Advisors
California
$235K +$235K +3,000 New
FMWA
215
Forvis Mazars Wealth Advisors
Missouri
$231K +$231K +2,945 New
FCI
216
Financial Counselors Inc
Kansas
$229K +$229K +2,923 New
RT
217
Reliance Trust
Georgia
$221K
WG
218
Winchester Group
New York
$219K
MPM
219
Meritage Portfolio Management
Kansas
$210K
MFP
220
Mosaic Financial Partners
California
$209K
Franklin Resources
221
Franklin Resources
California
$208K
OC
222
Oarsman Capital
Wisconsin
$202K +$202K +2,585 New
CB
223
Commerce Bank
Missouri
$201K +$201K +2,569 New
MWP
224
MYCIO Wealth Partners
Pennsylvania
$186K +$1.02K +13 +0.6%
AIA
225
Alerus Investment Advisors
Minnesota
$185K -$808K -10,309 -81%