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iShares Core S&P US Value ETF
IUSV

Overview Fund Activity

77 hedge funds and large institutions have $138M invested in iShares Core S&P US Value ETF in 2013 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 24 increasing their positions, 18 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
77
Holders Change
+14
Holders Change %
+22.22%
% of All Funds
2.24%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.06%
New
20
Increased
24
Reduced
18
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AL
1
Aspiriant LLC
California
$27.7M
2
MAA
2
Managed Account Advisors
New Jersey
$9.84M
3
SCM
3
Snow Capital Management
Pennsylvania
$2.04M
4
NIMC
4
NWQ Investment Management Company
California
$943K
5
Bank of America
5
Bank of America
North Carolina
$2.38M

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$2.78M
2
CS
2
Credit Suisse
Switzerland
$2.87M
3
MCM
3
Munder Capital Management
Michigan
$0
4
TH
4
Timber Hill
Connecticut
$0
5
NSCM
5
New South Capital Management
Tennessee
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SI
51
Stephens Inc
Arkansas
$216K +$216K +5,250 New
PI
52
Placemark Investments
Illinois
$216K +$216K +5,274 New
KIA
53
KCM Investment Advisors
California
$212K +$212K +5,142 New
Citigroup
54
Citigroup
New York
$209K +$33.4K +813 +19%
Allianz Asset Management
55
Allianz Asset Management
Germany
$205K +$205K +4,992 New
DJSG
56
D.J. St. Germain
Massachusetts
$201K +$201K +4,890 New
ST
57
Smithfield Trust
Pennsylvania
$188K – – –
Envestnet Asset Management
58
Envestnet Asset Management
Illinois
$182K -$14.6K -354 -7%
Federated Hermes
59
Federated Hermes
Pennsylvania
$178K +$178K +4,335 New
LTFS
60
Ladenburg Thalmann Financial Services
Florida
$170K -$9.9K -240 -6%
MFS
61
MSI Financial Services
Massachusetts
$149K +$25.6K +621 +21%
FHA
62
First Horizon Advisors
Tennessee
$94K -$10.4K -270 -10%
FNBT
63
FineMark National Bank & Trust
Florida
$58K – – –
FFC
64
First Financial Corp
Indiana
$54K – – –
RFA
65
Reilly Financial Advisors
California
$48K – – –
TWA
66
TCI Wealth Advisors
Arizona
$43K +$2.82K +63 +7%
KT
67
Kanaly Trust
Texas
$24K +$24K +585 New
Barclays
68
Barclays
United Kingdom
$16K – – –
WA
69
Winfield Associates
Ohio
$15K +$15K +375 New
LFG
70
LifePlan Financial Group
Ohio
$12K – – –
Ameriprise
71
Ameriprise
Minnesota
$9K -$15.7K -372 -64%
CAPTRUST Financial Advisors
72
CAPTRUST Financial Advisors
North Carolina
$9K – – –
GI
73
Gradient Investments
Minnesota
$8K – – –
HRIA
74
Haberer Registered Investment Advisor
Ohio
$4K – – –
NES
75
New England Securities
New York
$4K – – –
1 2
3
4