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iShares Core S&P US Value ETF
IUSV

Overview Fund Activity

96 hedge funds and large institutions have $288M invested in iShares Core S&P US Value ETF in 2016 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 27 increasing their positions, 28 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
96
Holders Change
+5
Holders Change %
+5.49%
% of All Funds
2.57%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.11%
New
14
Increased
27
Reduced
28
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$6.27M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$4.41M
3
UBS Group
UBS Group
Switzerland
+$2.45M
4
William Blair & Company
William Blair & Company
Illinois
+$1.9M
5
Morgan Stanley
Morgan Stanley
New York
+$1.41M

Top Sellers

1
LPL Financial
LPL Financial
California
-$10.3M
2
AL
Aspiriant LLC
California
-$7.91M
3
Jane Street
Jane Street
New York
-$7.48M
4
AIG
American International Group
New York
-$2.21M
5
LPT
Legacy Private Trust
Wisconsin
-$1.98M
Name Holding Trade Value Shares
Change 		Shares
Change %
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$2.08M +$256K +5,727 +14%
OLA
27
Oliver Luxxe Assets
New Jersey
$1.84M -$81.6K -1,824 -4%
Northwestern Mutual Wealth Management
28
Northwestern Mutual Wealth Management
Wisconsin
$1.84M +$34.4K +768 +2%
HighTower Advisors
29
HighTower Advisors
Illinois
$1.63M -$48.2K -1,080 -3%
Natixis Advisors
30
Natixis Advisors
Massachusetts
$1.55M -$827K -18,465 -35%
JHC
31
JFB Holdings Corp
Georgia
$1.46M -$130K -2,895 -8%
KM
32
Kalos Management
Georgia
$1.29M -$167K -3,741 -11%
SPC
33
Sigma Planning Corp
Michigan
$1.12M +$1.12M +24,996 New
BSWMG
34
Barrington Strategic Wealth Management Group
Illinois
$1.11M -$64.5K -1,440 -5%
DDPIC
35
Deroy & Devereaux Private Investment Counsel
Michigan
$873K – – –
ASN
36
Advisory Services Network
Georgia
$836K -$9.66K -216 -1%
NPC
37
National Planning Corporation
California
$787K +$534K +35,358 +211%
LPT
38
Legacy Private Trust
Wisconsin
$757K -$1.98M -44,352 -72%
LTFS
39
Ladenburg Thalmann Financial Services
Florida
$717K +$219K +4,875 +44%
SCM
40
Sitrin Capital Management
California
$644K +$42.7K +954 +7%
RJFSA
41
Raymond James Financial Services Advisors
Florida
$633K +$672 +15 +0.1%
CL
42
CPWM LLC
Washington
$597K – – –
MFS
43
MSI Financial Services
Massachusetts
$504K +$163K +3,645 +48%
CAN
44
Cetera Advisor Networks
California
$501K +$15.5K +345 +3%
WT
45
Whittier Trust
California
$480K – – –
SC
46
Scotia Capital
Ontario, Canada
$470K – – –
IT
47
Independence Trust
Tennessee
$465K – – –
Citigroup
48
Citigroup
New York
$458K +$56.5K +1,263 +14%
PAG
49
Private Advisor Group
New Jersey
$458K +$458K +10,323 New
Janney Montgomery Scott
50
Janney Montgomery Scott
Pennsylvania
$456K +$219K +4,893 +93%
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