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iShares Core S&P US Value ETF
IUSV

Overview Fund Activity

77 hedge funds and large institutions have $138M invested in iShares Core S&P US Value ETF in 2013 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 24 increasing their positions, 18 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
77
Holders Change
+14
Holders Change %
+22.22%
% of All Funds
2.24%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.06%
New
20
Increased
24
Reduced
18
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AL
1
Aspiriant LLC
California
$27.7M
2
MAA
2
Managed Account Advisors
New Jersey
$9.84M
3
SCM
3
Snow Capital Management
Pennsylvania
$2.04M
4
NIMC
4
NWQ Investment Management Company
California
$943K
5
Bank of America
5
Bank of America
North Carolina
$2.38M

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$2.78M
2
CS
2
Credit Suisse
Switzerland
$2.87M
3
MCM
3
Munder Capital Management
Michigan
$0
4
TH
4
Timber Hill
Connecticut
$0
5
NSCM
5
New South Capital Management
Tennessee
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
NIMC
26
NWQ Investment Management Company
California
$943K +$943K +22,929 New
KAM
27
Keeley Asset Management
Illinois
$752K -$178K -4,320 -19%
WT
28
Whittier Trust
California
$748K +$147K +3,570 +24%
HC
29
HHG & Company
Connecticut
$740K +$8.02K +195 +1%
Truist Financial
30
Truist Financial
North Carolina
$619K +$233K +5,664 +60%
CL
31
CPWM LLC
Washington
$545K +$2.59K +63 +0.5%
William Blair & Company
32
William Blair & Company
Illinois
$490K -$272K -6,615 -36%
ClearBridge Investments
33
ClearBridge Investments
New York
$476K +$476K +11,565 New
DDPIC
34
Deroy & Devereaux Private Investment Counsel
Michigan
$464K +$5.42K +132 +1%
SC
35
Scotia Capital
Ontario, Canada
$457K +$457K +11,121 New
IT
36
Independence Trust
Tennessee
$427K – – –
CIM
37
Confluence Investment Management
Missouri
$414K +$414K +10,053 New
JPMPWA
38
J.P. Morgan Private Wealth Advisors
California
$410K -$138K -3,360 -25%
HighTower Advisors
39
HighTower Advisors
Illinois
$401K +$401K +9,744 New
RPGK
40
Retirement Planning Group (Kansas)
Kansas
$395K -$3.7K -90 -0.9%
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$377K +$26.8K +651 +8%
ICOA
42
Investment Centers of America
North Dakota
$337K -$344K -9,096 -50%
SSB
43
Sandy Spring Bank
Maryland
$323K -$37K -900 -10%
CAN
44
Cetera Advisor Networks
California
$320K -$17.3K -420 -5%
RTS
45
Round Table Services
New Jersey
$304K +$304K +7,392 New
Invesco
46
Invesco
Georgia
$296K – – –
GC
47
Gibson Capital
Pennsylvania
$287K – – –
FHB
48
First Hawaiian Bank
Hawaii
$270K – – –
PO
49
Private Ocean
California
$247K +$247K +5,994 New
NPC
50
National Planning Corporation
California
$236K -$6.78K -165 -3%
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