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iShares Core S&P US Value ETF
IUSV

Overview Fund Activity

73 hedge funds and large institutions have $141M invested in iShares Core S&P US Value ETF in 2014 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 23 increasing their positions, 17 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
73
Holders Change
-4
Holders Change %
-5.19%
% of All Funds
2.11%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
9
Increased
23
Reduced
17
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AL
Aspiriant LLC
California
+$6.55M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$6.34M
3
TH
Timber Hill
Connecticut
+$5.4M
4
GT
Glenmede Trust
Pennsylvania
+$743K
5
Bank of America
Bank of America
North Carolina
+$375K

Top Sellers

1
MAA
Managed Account Advisors
New Jersey
-$8.16M
2
Morgan Stanley
Morgan Stanley
New York
-$2.98M
3
SCM
Snow Capital Management
Pennsylvania
-$2.04M
4
Goldman Sachs
Goldman Sachs
New York
-$1.76M
5
SAM
Stringer Asset Management
Tennessee
-$1.33M
Name Holding Trade Value Shares
Change 		Shares
Change %
HC
26
HHG & Company
Connecticut
$758K – – –
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$746K +$360K +8,553 +93%
GT
28
Glenmede Trust
Pennsylvania
$743K +$743K +17,658 New
ICOA
29
Investment Centers of America
North Dakota
$682K +$344K +9,096 +102%
HighTower Advisors
30
HighTower Advisors
Illinois
$665K +$255K +6,054 +62%
Truist Financial
31
Truist Financial
North Carolina
$663K +$28.9K +687 +5%
CL
32
CPWM LLC
Washington
$558K – – –
William Blair & Company
33
William Blair & Company
Illinois
$501K – – –
DDPIC
34
Deroy & Devereaux Private Investment Counsel
Michigan
$488K +$12.8K +303 +3%
JPMPWA
35
J.P. Morgan Private Wealth Advisors
California
$479K +$58.8K +1,395 +14%
SC
36
Scotia Capital
Ontario, Canada
$441K -$27K -642 -6%
IT
37
Independence Trust
Tennessee
$437K – – –
CAN
38
Cetera Advisor Networks
California
$427K +$100K +2,382 +31%
RPGK
39
Retirement Planning Group (Kansas)
Kansas
$404K – – –
AP
40
Advisors Preferred
Maryland
$318K +$318K +7,551 New
SSB
41
Sandy Spring Bank
Maryland
$316K -$15.2K -360 -5%
RTS
42
Round Table Services
New Jersey
$311K – – –
LTFS
43
Ladenburg Thalmann Financial Services
Florida
$296K +$123K +2,913 +71%
GC
44
Gibson Capital
Pennsylvania
$294K – – –
NPF
45
Norris Perne & French
Michigan
$294K +$294K +6,975 New
Citigroup
46
Citigroup
New York
$277K +$62.7K +1,488 +29%
PO
47
Private Ocean
California
$252K – – –
NPC
48
National Planning Corporation
California
$244K – – –
BRWA
49
B. Riley Wealth Advisors
Florida
$223K +$223K +5,301 New
KIA
50
KCM Investment Advisors
California
$216K – – –
1
2
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