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iShares S&P 500 Value ETF
293 hedge funds and large institutions have $3.43B invested in iShares S&P 500 Value ETF in 2013 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 102 increasing their positions, 96 reducing their positions, and 9 closing their positions.
New
Increased
Maintained
Reduced
Closed
467% more first-time investments, than exits
New positions opened: 51 | Existing positions closed: 9
14% more funds holding
Funds holding: 256 → 293 (+37)
11% more funds holding in top 10
Funds holding in top 10: 27 → 30 (+3)
6% more repeat investments, than reductions
Existing positions increased: 102 | Existing positions reduced: 96
5% more capital invested
Capital invested by funds: $3.28B → $3.43B (+$152M)
2.33% less ownership
Funds ownership: 55.12% → 52.79% (-2.3%)
11% less call options, than puts
Call options by funds: $2.55M | Put options by funds: $2.86M
Holders
293
Holders Change
+37
Holders Change %
+14.45%
% of All Funds
8.51%
Holding in Top 10
30
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+11.11%
% of All Funds
0.87%
New
51
Increased
102
Reduced
96
Closed
9
Calls
$2.55M
Puts
$2.86M
Net Calls
-$316K
Net Calls Change
-$1.03M
Top Buyers
| 1 |
VA
Valmark Advisers
Akron,
Ohio
|
+$17.4M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$13.8M |
| 3 |
Morgan Stanley
New York
|
+$11.1M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$8.18M |
| 5 |
FHB
First Hawaiian Bank
Honolulu,
Hawaii
|
+$5.24M |
