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iShares Core S&P US Value ETF
IUSV

Overview Fund Activity

92 hedge funds and large institutions have $396M invested in iShares Core S&P US Value ETF in 2015 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 35 increasing their positions, 20 reducing their positions, and 9 closing their positions.

Holders
92
Holders Change
+10
Holders Change %
+12.2%
% of All Funds
2.42%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
20
Increased
35
Reduced
20
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$73.5M
2
SCM
2
Snow Capital Management
Pennsylvania
$16.2M
3
AL
3
Aspiriant LLC
California
$89M
4
LPL Financial
4
LPL Financial
California
$18.6M
5
ClearBridge Investments
5
ClearBridge Investments
New York
$9.55M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$1.04M
2
TAM
2
Third Avenue Management
New York
$300K
3
Natixis Advisors
3
Natixis Advisors
Massachusetts
$4.57M
4
SAM
4
Stringer Asset Management
Tennessee
$564K
5
Jane Street
5
Jane Street
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Comerica Bank
26
Comerica Bank
Texas
$2.31M +$1.95M +48,939 +554%
HCM
27
Howland Capital Management
Massachusetts
$2.3M – – –
AC
28
AFAM Capital
Texas
$2.26M +$2.26M +53,139 New
JHC
29
JFB Holdings Corp
Georgia
$2.22M +$639K +15,060 +41%
TPWA
30
TRUE Private Wealth Advisors
Oregon
$2.17M +$2.17M +51,018 New
Allianz Asset Management
31
Allianz Asset Management
Germany
$2.12M +$1.67M +39,363 +371%
OLA
32
Oliver Luxxe Assets
New Jersey
$1.7M +$1.7M +42,459 New
AIG
33
American International Group
New York
$1.69M -$393K -9,249 -19%
HighTower Advisors
34
HighTower Advisors
Illinois
$1.61M -$428K -10,071 -21%
Northwestern Mutual Wealth Management
35
Northwestern Mutual Wealth Management
Wisconsin
$1.58M +$26.6K +627 +2%
KM
36
Kalos Management
Georgia
$1.38M +$1.38M +32,442 New
DIA
37
Dean Investment Associates
Ohio
$1.16M -$902K -21,243 -44%
HA
38
Heartland Advisors
Wisconsin
$1.15M +$1.15M +27,144 New
Envestnet Asset Management
39
Envestnet Asset Management
Illinois
$1.07M +$455K +10,704 +74%
Ameriprise
40
Ameriprise
Minnesota
$1.06M +$312K +7,350 +42%
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$1.04M -$1.86M -43,716 -64%
Ohio Public Employees Retirement System (OPERS)
42
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.04M -$1.02M -24,003 -50%
BSWMG
43
Barrington Strategic Wealth Management Group
Illinois
$1.03M +$111K +2,610 +12%
DDPIC
44
Deroy & Devereaux Private Investment Counsel
Michigan
$815K +$106K +2,502 +15%
ASN
45
Advisory Services Network
Georgia
$806K -$41.9K -987 -5%
LTFS
46
Ladenburg Thalmann Financial Services
Florida
$707K +$136K +3,201 +24%
NPC
47
National Planning Corporation
California
$689K +$166K +4,233 +32%
WT
48
Whittier Trust
California
$652K -$43.3K -1,020 -6%
CL
49
CPWM LLC
Washington
$567K – – –
SAM
50
Stringer Asset Management
Tennessee
$564K -$1.38M -32,523 -71%
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