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iShares Core S&P US Value ETF
IUSV

Overview Fund Activity

91 hedge funds and large institutions have $285M invested in iShares Core S&P US Value ETF in 2016 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 23 increasing their positions, 26 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
91
Holders Change
-1
Holders Change %
-1.09%
% of All Funds
2.43%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
18
Increased
23
Reduced
26
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
Jane Street
New York
+$9.62M
2
AL
Aspiriant LLC
California
+$3.76M
3
LPT
Legacy Private Trust
Wisconsin
+$2.63M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$2.44M
5
Ameriprise
Ameriprise
Minnesota
+$2.25M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$58.4M
2
SCM
Snow Capital Management
Pennsylvania
-$16.2M
3
CIM
Confluence Investment Management
Missouri
-$12.8M
4
ClearBridge Investments
ClearBridge Investments
New York
-$9.55M
5
NIMC
NWQ Investment Management Company
California
-$5.59M
Name Holding Trade Value Shares
Change 		Shares
Change %
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$2.02M +$963K +22,440 +91%
AC
27
AFAM Capital
Texas
$1.86M -$425K -9,903 -19%
OLA
28
Oliver Luxxe Assets
New Jersey
$1.85M +$23.7K +552 +1%
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$1.75M +$674K +15,705 +63%
Northwestern Mutual Wealth Management
30
Northwestern Mutual Wealth Management
Wisconsin
$1.73M +$126K +2,943 +8%
RJA
31
Raymond James & Associates
Florida
$1.67M -$5.23M -121,890 -76%
HighTower Advisors
32
HighTower Advisors
Illinois
$1.61M -$13.3K -309 -0.8%
JHC
33
JFB Holdings Corp
Georgia
$1.53M -$713K -16,605 -32%
KM
34
Kalos Management
Georgia
$1.38M +$6.24K +147 +0.5%
BSWMG
35
Barrington Strategic Wealth Management Group
Illinois
$1.13M +$90.1K +2,100 +9%
DDPIC
36
Deroy & Devereaux Private Investment Counsel
Michigan
$837K +$13.4K +312 +2%
ASN
37
Advisory Services Network
Georgia
$811K -$3.86K -90 -0.5%
NPC
38
National Planning Corporation
California
$727K -$35K -807 -5%
ICOA
39
Investment Centers of America
North Dakota
$705K +$471K +10,971 +201%
RJFSA
40
Raymond James Financial Services Advisors
Florida
$606K +$606K +14,124 New
SCM
41
Sitrin Capital Management
California
$577K – – –
CL
42
CPWM LLC
Washington
$573K – – –
JPMPWA
43
J.P. Morgan Private Wealth Advisors
California
$496K +$87.2K +2,034 +21%
LTFS
44
Ladenburg Thalmann Financial Services
Florida
$478K -$239K -5,562 -33%
CAN
45
Cetera Advisor Networks
California
$464K -$9.65K -225 -2%
WT
46
Whittier Trust
California
$460K -$199K -4,647 -30%
SC
47
Scotia Capital
Ontario, Canada
$451K – – –
IT
48
Independence Trust
Tennessee
$446K – – –
Citigroup
49
Citigroup
New York
$385K -$130K -3,033 -25%
PFA
50
Pure Financial Advisors
California
$371K +$371K +8,613 New
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