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iShares Core S&P US Value ETF
IUSV

Overview Fund Activity

73 hedge funds and large institutions have $141M invested in iShares Core S&P US Value ETF in 2014 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 23 increasing their positions, 17 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
73
Holders Change
-4
Holders Change %
-5.19%
% of All Funds
2.11%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
9
Increased
23
Reduced
17
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AL
Aspiriant LLC
California
+$6.55M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$6.34M
3
TH
Timber Hill
Connecticut
+$5.4M
4
GT
Glenmede Trust
Pennsylvania
+$743K
5
Bank of America
Bank of America
North Carolina
+$375K

Top Sellers

1
MAA
Managed Account Advisors
New Jersey
-$8.16M
2
Morgan Stanley
Morgan Stanley
New York
-$2.98M
3
SCM
Snow Capital Management
Pennsylvania
-$2.04M
4
Goldman Sachs
Goldman Sachs
New York
-$1.76M
5
SAM
Stringer Asset Management
Tennessee
-$1.33M
Name Holding Trade Value Shares
Change 		Shares
Change %
DJSG
51
D.J. St. Germain
Massachusetts
$206K – – –
FHB
52
First Hawaiian Bank
Hawaii
$203K -$73.5K -1,749 -27%
ST
53
Smithfield Trust
Pennsylvania
$192K – – –
Envestnet Asset Management
54
Envestnet Asset Management
Illinois
$180K -$5.81K -138 -3%
MFS
55
MSI Financial Services
Massachusetts
$159K +$6.33K +150 +4%
BRWM
56
B. Riley Wealth Management
Tennessee
$139K +$139K +3,300 New
Ameriprise
57
Ameriprise
Minnesota
$133K +$124K +2,958 +1,389%
FHA
58
First Horizon Advisors
Tennessee
$101K -$501 -12 -0.5%
FNBT
59
FineMark National Bank & Trust
Florida
$59K – – –
FFC
60
First Financial Corp
Indiana
$55K – – –
RFA
61
Reilly Financial Advisors
California
$35K -$14.5K -345 -29%
KT
62
Kanaly Trust
Texas
$25K – – –
CFA
63
CT Financial Advisors
Pennsylvania
$18.9K +$18.9K +420 New
Barclays
64
Barclays
United Kingdom
$18K +$2.01K +48 +13%
WA
65
Winfield Associates
Ohio
$16K – – –
LFG
66
LifePlan Financial Group
Ohio
$13K – – –
WTC
67
WhitTier Trust Company
Nevada
$11K +$11K +261 New
GI
68
Gradient Investments
Minnesota
$8K – – –
NES
69
New England Securities
New York
$4K – – –
HRIA
70
Haberer Registered Investment Advisor
Ohio
$4K – – –
KCPG
71
Kavar Capital Partners Group
Kansas
$3K – – –
SCP
72
Syntal Capital Partners
Texas
$133 +$133 +3,180 New
Manulife (Manufacturers Life Insurance)
73
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$25 – – –
SCM
74
Snow Capital Management
Pennsylvania
– -$2.04M -49,605 Closed
Goldman Sachs
75
Goldman Sachs
New York
– -$1.76M -42,849 Closed
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