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iShares Core S&P US Value ETF
IUSV

Overview Fund Activity

94 hedge funds and large institutions have $280M invested in iShares Core S&P US Value ETF in 2016 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 29 increasing their positions, 31 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
94
Holders Change
-2
Holders Change %
-2.08%
% of All Funds
2.51%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.08%
New
6
Increased
29
Reduced
31
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$32.7M
2
Morgan Stanley
2
Morgan Stanley
New York
$11M
3
JHC
3
JFB Holdings Corp
Georgia
$2.87M
4
MFS
4
MSI Financial Services
Massachusetts
$1.74M
5
Wells Fargo
5
Wells Fargo
California
$8.38M

Top Sellers

1
TFF
1
The Family Firm
Maryland
$33.9M
2
AL
2
Aspiriant LLC
California
$75.8M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$964K
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$0
5
NPC
5
National Planning Corporation
California
$834K
Name Holding Trade Value Shares
Change 		Shares
Change %
MFS
26
MSI Financial Services
Massachusetts
$1.74M +$1.22M +26,534 +236%
HighTower Advisors
27
HighTower Advisors
Illinois
$1.67M -$14.5K -314 -0.9%
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$1.67M -$481K -10,442 -22%
KM
29
Kalos Management
Georgia
$1.29M -$38.4K -833 -3%
BSWMG
30
Barrington Strategic Wealth Management Group
Illinois
$1.2M +$53.7K +1,165 +5%
Jane Street
31
Jane Street
New York
$1.14M -$1.48M -32,076 -56%
RJA
32
Raymond James & Associates
Florida
$1.03M +$588K +12,759 +135%
LTFS
33
Ladenburg Thalmann Financial Services
Florida
$1.01M +$268K +5,813 +36%
Susquehanna International Group
34
Susquehanna International Group
Pennsylvania
$964K -$6.2M -134,467 -87%
DDPIC
35
Deroy & Devereaux Private Investment Counsel
Michigan
$929K +$30.1K +653 +3%
ASN
36
Advisory Services Network
Georgia
$852K -$9.26K -201 -1%
NPC
37
National Planning Corporation
California
$834K -$1.53M -33,746 -65%
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$800K +$351K +7,619 +78%
SCM
39
Sitrin Capital Management
California
$664K -$92 -2 -0%
SPC
40
Sigma Planning Corp
Michigan
$654K -$499K -10,815 -43%
CAN
41
Cetera Advisor Networks
California
$638K +$123K +2,672 +24%
CL
42
CPWM LLC
Washington
$615K +$46 +1 +0%
RJFSA
43
Raymond James Financial Services Advisors
Florida
$526K -$126K -2,724 -19%
PAG
44
Private Advisor Group
New Jersey
$498K +$26.7K +585 +6%
WT
45
Whittier Trust
California
$494K – – –
SC
46
Scotia Capital
Ontario, Canada
$485K – – –
IT
47
Independence Trust
Tennessee
$479K – – –
Citigroup
48
Citigroup
New York
$453K -$19.1K -415 -4%
JPMPWA
49
J.P. Morgan Private Wealth Advisors
California
$427K +$12.4K +270 +3%
FHC
50
First Heartland Consultants
Missouri
$399K +$45.2K +980 +13%
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