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iShares Core S&P US Value ETF
IUSV

Overview Fund Activity

82 hedge funds and large institutions have $246M invested in iShares Core S&P US Value ETF in 2015 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 25 increasing their positions, 23 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
82
Holders Change
+4
Holders Change %
+5.13%
% of All Funds
2.29%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
11
Increased
25
Reduced
23
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$21.5M
2
CIM
2
Confluence Investment Management
Missouri
$5.99M
3
Natixis Advisors
3
Natixis Advisors
Massachusetts
$6M
4
Goldman Sachs
4
Goldman Sachs
New York
$3.63M
5
TAM
5
Third Avenue Management
New York
$2M

Top Sellers

1
AL
1
Aspiriant LLC
California
$73.1M
2
Jane Street
2
Jane Street
New York
$1.25M
3
SAM
3
Stringer Asset Management
Tennessee
$1.86M
4
Morgan Stanley
4
Morgan Stanley
New York
$8.17M
5
BSWMG
5
Barrington Strategic Wealth Management Group
Illinois
$873K
Name Holding Trade Value Shares
Change 		Shares
Change %
NIMC
26
NWQ Investment Management Company
California
$1.92M +$1.92M +47,379 New
SAM
27
Stringer Asset Management
Tennessee
$1.86M -$753K -18,585 -29%
SCM
28
Snow Capital Management
Pennsylvania
$1.67M +$1.67M +41,154 New
JHC
29
JFB Holdings Corp
Georgia
$1.51M -$351K -8,670 -19%
Northwestern Mutual Wealth Management
30
Northwestern Mutual Wealth Management
Wisconsin
$1.49M -$269K -6,624 -15%
RJA
31
Raymond James & Associates
Florida
$1.39M -$9.73K -240 -0.7%
Jane Street
32
Jane Street
New York
$1.25M -$2.34M -57,588 -65%
BSWMG
33
Barrington Strategic Wealth Management Group
Illinois
$873K -$703K -17,325 -45%
ASN
34
Advisory Services Network
Georgia
$810K -$7.78K -192 -1%
Ameriprise
35
Ameriprise
Minnesota
$717K +$32K +789 +5%
DDPIC
36
Deroy & Devereaux Private Investment Counsel
Michigan
$676K +$37.1K +915 +6%
WT
37
Whittier Trust
California
$664K – – –
Federated Hermes
38
Federated Hermes
Pennsylvania
$607K +$607K +14,976 New
TH
39
Timber Hill
Connecticut
$592K +$85.2K +2,100 +17%
NPC
40
National Planning Corporation
California
$589K +$104K +2,343 +21%
Envestnet Asset Management
41
Envestnet Asset Management
Illinois
$585K +$38.8K +957 +7%
LTFS
42
Ladenburg Thalmann Financial Services
Florida
$546K +$43.5K +1,074 +9%
CL
43
CPWM LLC
Washington
$541K – – –
Allianz Asset Management
44
Allianz Asset Management
Germany
$430K +$430K +10,605 New
Citigroup
45
Citigroup
New York
$429K +$40.9K +1,008 +11%
SC
46
Scotia Capital
Ontario, Canada
$426K – – –
IT
47
Independence Trust
Tennessee
$421K – – –
CAN
48
Cetera Advisor Networks
California
$412K +$15K +372 +4%
M&T Bank
49
M&T Bank
New York
$390K +$37K +912 +10%
JPMPWA
50
J.P. Morgan Private Wealth Advisors
California
$386K -$12.8K -315 -3%
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