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iShares Core S&P US Value ETF
IUSV

Overview Fund Activity

95 hedge funds and large institutions have $302M invested in iShares Core S&P US Value ETF in 2014 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 26 increasing their positions, 20 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
95
Holders Change
+22
Holders Change %
+30.14%
% of All Funds
2.54%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
28
Increased
26
Reduced
20
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MAA
1
Managed Account Advisors
New Jersey
$26M
2
SCM
2
Snow Capital Management
Pennsylvania
$18.4M
3
AL
3
Aspiriant LLC
California
$79.7M
4
Jane Street
4
Jane Street
New York
$5.81M
5
SG Americas Securities
5
SG Americas Securities
New York
$5.36M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$52K
2
BCM
2
Barometer Capital Management
Ontario, Canada
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$11.4M
4
CS
4
Credit Suisse
Switzerland
$0
5
ICOA
5
Investment Centers of America
North Dakota
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BSWMG
26
Barrington Strategic Wealth Management Group
Illinois
$2.03M -$17.1K -375 -0.8%
Natixis Advisors
27
Natixis Advisors
Massachusetts
$1.99M +$1.99M +43,644 New
Northwestern Mutual Wealth Management
28
Northwestern Mutual Wealth Management
Wisconsin
$1.88M -$81.7K -1,797 -4%
AIG
29
American International Group
New York
$1.8M -$229K -5,025 -11%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$1.57M +$1.11M +24,333 +241%
Federated Hermes
31
Federated Hermes
Pennsylvania
$1.54M +$1.54M +33,747 New
Comerica Bank
32
Comerica Bank
Texas
$940K +$538K +11,811 +134%
AAM
33
Aston Asset Management
Illinois
$937K +$937K +20,604 New
WT
34
Whittier Trust
California
$882K – – –
DDPIC
35
Deroy & Devereaux Private Investment Counsel
Michigan
$779K +$107K +2,349 +16%
CSIA
36
Charles Schwab Investment Advisory
California
$739K +$739K +16,236 New
Truist Financial
37
Truist Financial
North Carolina
$673K +$38K +834 +6%
William Blair & Company
38
William Blair & Company
Illinois
$659K +$103K +2,274 +19%
SFM
39
Systematic Financial Management
New Jersey
$642K +$642K +14,115 New
Ameriprise
40
Ameriprise
Minnesota
$624K +$339K +7,458 +119%
CL
41
CPWM LLC
Washington
$605K +$955 +21 +0.2%
HighTower Advisors
42
HighTower Advisors
Illinois
$578K -$20.6K -453 -3%
TH
43
Timber Hill
Connecticut
$568K +$568K +12,492 New
Deutsche Bank
44
Deutsche Bank
Germany
$520K +$520K +11,445 New
LTFS
45
Ladenburg Thalmann Financial Services
Florida
$515K +$181K +3,987 +54%
Citigroup
46
Citigroup
New York
$484K +$1.77K +39 +0.4%
SC
47
Scotia Capital
Ontario, Canada
$478K +$1.5K +33 +0.3%
IT
48
Independence Trust
Tennessee
$473K – – –
JPMPWA
49
J.P. Morgan Private Wealth Advisors
California
$448K – – –
PI
50
Placemark Investments
Illinois
$445K -$308K -6,747 -41%
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