IUSV icon

iShares Core S&P US Value ETF
IUSV

Overview Fund Activity

83 hedge funds and large institutions have $264M invested in iShares Core S&P US Value ETF in 2015 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 22 increasing their positions, 24 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
83
Holders Change
-12
Holders Change %
-12.63%
% of All Funds
2.21%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
9
Increased
22
Reduced
24
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
1
Jane Street
New York
$16.4M
2
AL
2
Aspiriant LLC
California
$88.4M
3
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$9.3M
4
William Blair & Company
4
William Blair & Company
Illinois
$4.38M
5
Goldman Sachs
5
Goldman Sachs
New York
$1.51M

Top Sellers

1
MAA
1
Managed Account Advisors
New Jersey
$1.39M
2
SCM
2
Snow Capital Management
Pennsylvania
$0
3
CIM
3
Confluence Investment Management
Missouri
$0
4
ClearBridge Investments
4
ClearBridge Investments
New York
$77K
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RJA
26
Raymond James & Associates
Florida
$1.46M +$1.46M +32,544 New
MAA
27
Managed Account Advisors
New Jersey
$1.39M -$24.3M -541,083 -95%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$1.3M -$249K -5,544 -16%
HighTower Advisors
29
HighTower Advisors
Illinois
$1.28M +$708K +15,750 +124%
WT
30
Whittier Trust
California
$872K – – –
Ameriprise
31
Ameriprise
Minnesota
$748K +$131K +2,913 +21%
DDPIC
32
Deroy & Devereaux Private Investment Counsel
Michigan
$709K -$61.5K -1,368 -8%
CL
33
CPWM LLC
Washington
$599K +$944 +21 +0.2%
Truist Financial
34
Truist Financial
North Carolina
$568K -$96.7K -2,151 -15%
TH
35
Timber Hill
Connecticut
$562K – – –
Citigroup
36
Citigroup
New York
$509K +$30.8K +684 +6%
Envestnet Asset Management
37
Envestnet Asset Management
Illinois
$507K +$456K +10,134 +889%
LTFS
38
Ladenburg Thalmann Financial Services
Florida
$479K -$29.8K -663 -6%
SC
39
Scotia Capital
Ontario, Canada
$473K – – –
ICOA
40
Investment Centers of America
North Dakota
$471K +$471K +10,464 New
IT
41
Independence Trust
Tennessee
$467K – – –
JPMPWA
42
J.P. Morgan Private Wealth Advisors
California
$443K – – –
CAN
43
Cetera Advisor Networks
California
$441K +$4.72K +105 +1%
Comerica Bank
44
Comerica Bank
Texas
$398K -$532K -11,811 -57%
M&T Bank
45
M&T Bank
New York
$381K -$11.2K -249 -3%
NPC
46
National Planning Corporation
California
$370K +$143K +3,153 +63%
Citadel Advisors
47
Citadel Advisors
Florida
$363K +$363K +8,061 New
SSB
48
Sandy Spring Bank
Maryland
$333K -$8.09K -180 -2%
PAG
49
Private Advisor Group
New Jersey
$333K +$45.9K +1,020 +16%
BRWA
50
B. Riley Wealth Advisors
Florida
$317K – – –
1
2
3 4 5