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iShares Core S&P US Value ETF
IUSV

Overview Fund Activity

63 hedge funds and large institutions have $92.2M invested in iShares Core S&P US Value ETF in 2013 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 19 increasing their positions, 19 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
63
Holders Change
+3
Holders Change %
+5%
% of All Funds
2.04%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
6
Increased
19
Reduced
19
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$13.1M
2
CS
Credit Suisse
Switzerland
$4.67M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$8.47M
4
KAM
Keeley Asset Management
Illinois
$851K
5
ICOA
Investment Centers of America
North Dakota
$682K

Top Sellers

1
AL
Aspiriant LLC
California
$857K
2
TH
Timber Hill
Connecticut
$1.43M
3
William Blair & Company
William Blair & Company
Illinois
$697K
4
PI
Placemark Investments
Illinois
$0
5
MAA
Managed Account Advisors
New Jersey
$3.71M
Name Holding Trade Value Shares
Change 		Shares
Change %
ICOA
26
Investment Centers of America
North Dakota
$682K +$682K +18,012 New
Natixis Advisors
27
Natixis Advisors
Massachusetts
$679K +$90.2K +2,397 +15%
HC
28
HHG & Company
Connecticut
$670K +$3.61K +96 +0.5%
WT
29
Whittier Trust
California
$551K – – –
JPMPWA
30
J.P. Morgan Private Wealth Advisors
California
$502K +$115K +3,045 +30%
NSCM
31
New South Capital Management
Tennessee
$501K +$128K +3,405 +34%
CL
32
CPWM LLC
Washington
$481K – – –
DDPIC
33
Deroy & Devereaux Private Investment Counsel
Michigan
$420K +$14.1K +375 +3%
IT
34
Independence Trust
Tennessee
$391K – – –
RPGK
35
Retirement Planning Group (Kansas)
Kansas
$365K – – –
Truist Financial
36
Truist Financial
North Carolina
$354K -$8.82K -234 -2%
SSB
37
Sandy Spring Bank
Maryland
$330K -$27.7K -735 -8%
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$321K -$204K -5,415 -39%
CAN
39
Cetera Advisor Networks
California
$308K -$21.1K -561 -6%
Invesco
40
Invesco
Georgia
$271K – – –
GC
41
Gibson Capital
Pennsylvania
$263K -$14.8K -393 -5%
FHB
42
First Hawaiian Bank
Hawaii
$247K -$146K -3,882 -37%
NPC
43
National Planning Corporation
California
$225K +$225K +5,907 New
Envestnet Asset Management
44
Envestnet Asset Management
Illinois
$179K -$6.53K -174 -4%
ST
45
Smithfield Trust
Pennsylvania
$172K – – –
LTFS
46
Ladenburg Thalmann Financial Services
Florida
$164K +$41.5K +1,104 +34%
Citigroup
47
Citigroup
New York
$161K -$257K -6,813 -61%
MFS
48
MSI Financial Services
Massachusetts
$113K +$56.6K +1,500 +100%
FHA
49
First Horizon Advisors
Tennessee
$102K +$102K +2,700 New
AFC
50
AFT Forsyth & Company
Florida
$68K – – –
1
2
3