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iShares Core S&P US Value ETF
IUSV

Overview Fund Activity

73 hedge funds and large institutions have $148M invested in iShares Core S&P US Value ETF in 2014 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 17 increasing their positions, 21 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
73
Holders Change
–
Holders Change %
0%
% of All Funds
2.1%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
13
Increased
17
Reduced
21
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AL
Aspiriant LLC
California
+$8.44M
2
Bank of America
Bank of America
North Carolina
+$5.87M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$2.45M
4
SG Americas Securities
SG Americas Securities
New York
+$2.25M
5
BCM
Barometer Capital Management
Ontario, Canada
+$1.42M

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$7.96M
2
TH
Timber Hill
Connecticut
-$5.4M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$3.14M
4
CS
Credit Suisse
Switzerland
-$1.4M
5
JHC
JFB Holdings Corp
Georgia
-$944K
Name Holding Trade Value Shares
Change 		Shares
Change %
Natixis Advisors
26
Natixis Advisors
Massachusetts
$847K -$389K -8,817 -31%
Truist Financial
27
Truist Financial
North Carolina
$827K +$131K +2,973 +19%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$623K -$160K -3,630 -20%
PI
29
Placemark Investments
Illinois
$603K +$603K +13,641 New
HighTower Advisors
30
HighTower Advisors
Illinois
$592K -$106K -2,400 -15%
CL
31
CPWM LLC
Washington
$586K +$795 +18 +0.1%
DDPIC
32
Deroy & Devereaux Private Investment Counsel
Michigan
$586K +$73.8K +1,671 +14%
William Blair & Company
33
William Blair & Company
Illinois
$539K +$13.2K +300 +3%
FAAS
34
First Allied Advisory Services
California
$498K +$498K +11,271 New
SC
35
Scotia Capital
Ontario, Canada
$463K – – –
IT
36
Independence Trust
Tennessee
$459K – – –
CAN
37
Cetera Advisor Networks
California
$450K – – –
JPMPWA
38
J.P. Morgan Private Wealth Advisors
California
$435K -$66.9K -1,515 -13%
RPGK
39
Retirement Planning Group (Kansas)
Kansas
$424K – – –
Citigroup
40
Citigroup
New York
$373K +$82.5K +1,866 +28%
SSB
41
Sandy Spring Bank
Maryland
$331K – – –
PAG
42
Private Advisor Group
New Jersey
$329K +$329K +7,446 New
RTS
43
Round Table Services
New Jersey
$327K – – –
VAM
44
Verity Asset Management
North Carolina
$312K +$312K +7,083 New
LTFS
45
Ladenburg Thalmann Financial Services
Florida
$311K – – –
ClearBridge Investments
46
ClearBridge Investments
New York
$309K +$309K +6,990 New
GC
47
Gibson Capital
Pennsylvania
$308K – – –
Federated Hermes
48
Federated Hermes
Pennsylvania
$288K +$288K +6,510 New
PO
49
Private Ocean
California
$265K – – –
NPC
50
National Planning Corporation
California
$254K – – –
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