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iShares Core S&P US Value ETF
IUSV

Overview Fund Activity

118 hedge funds and large institutions have $460M invested in iShares Core S&P US Value ETF in 2016 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 40 increasing their positions, 17 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
118
Holders Change
+24
Holders Change %
+25.53%
% of All Funds
2.95%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.18%
New
33
Increased
40
Reduced
17
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$75.7M
2
SMA
2
Simply Money Advisors
Ohio
$20M
3
MIAN
3
Mariner Independent Advisor Network
Kansas
$10M
4
SPC
4
Sigma Planning Corp
Michigan
$9.48M
5
Jane Street
5
Jane Street
New York
$9.8M

Top Sellers

1
AL
1
Aspiriant LLC
California
$73.6M
2
CL
2
CPWM LLC
Washington
$0
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$1.37M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$2.85M
5
LPT
5
Legacy Private Trust
Wisconsin
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
HWP
26
Hefty Wealth Partners
Indiana
$4.32M +$4.32M +88,003 New
BPB
27
Badgley, Phelps & Bell
Washington
$4.31M +$4.31M +87,618 New
CIM
28
Confluence Investment Management
Missouri
$3.99M +$3.99M +81,099 New
Natixis Advisors
29
Natixis Advisors
Massachusetts
$3.77M +$1.8M +36,720 +92%
AMG
30
Asset Management Group
Connecticut
$3.5M +$19.8K +403 +0.6%
Fidelity Investments
31
Fidelity Investments
Massachusetts
$2.85M -$343K -6,978 -11%
Boston Partners
32
Boston Partners
Massachusetts
$2.72M +$328K +6,678 +14%
HCM
33
Howland Capital Management
Massachusetts
$2.66M – – –
AG
34
Advisor Group
Arizona
$2.63M -$144K -2,934 -5%
SCM
35
Snow Capital Management
Pennsylvania
$2.49M +$2.49M +50,723 New
RJA
36
Raymond James & Associates
Florida
$2.38M +$1.28M +26,126 +118%
OLA
37
Oliver Luxxe Assets
New Jersey
$2.25M +$65.5K +1,333 +3%
MFS
38
MSI Financial Services
Massachusetts
$2.15M +$289K +5,882 +16%
Northwestern Mutual Wealth Management
39
Northwestern Mutual Wealth Management
Wisconsin
$2.04M +$2.04M +41,580 New
FAAS
40
First Allied Advisory Services
California
$1.79M +$1.41M +28,631 +364%
LTFS
41
Ladenburg Thalmann Financial Services
Florida
$1.73M +$662K +13,472 +62%
HighTower Advisors
42
HighTower Advisors
Illinois
$1.69M -$84.9K -1,727 -5%
JPMPWA
43
J.P. Morgan Private Wealth Advisors
California
$1.54M +$1.08M +22,056 +238%
RIA
44
Regal Investment Advisors
Michigan
$1.53M +$1.53M +31,157 New
Envestnet Asset Management
45
Envestnet Asset Management
Illinois
$1.37M -$401K -8,157 -23%
KM
46
Kalos Management
Georgia
$1.35M -$29K -589 -2%
BSWMG
47
Barrington Strategic Wealth Management Group
Illinois
$1.24M -$33.9K -690 -3%
SIAS
48
Shine Investment Advisory Services
Colorado
$1.24M +$1.24M +25,211 New
Cambridge Investment Research Advisors
49
Cambridge Investment Research Advisors
Iowa
$1.1M +$243K +4,954 +29%
NPC
50
National Planning Corporation
California
$1.04M +$132K +2,665 +15%
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