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iShares Core S&P US Value ETF
IUSV

Overview Fund Activity

73 hedge funds and large institutions have $148M invested in iShares Core S&P US Value ETF in 2014 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 17 increasing their positions, 21 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
73
Holders Change
–
Holders Change %
0%
% of All Funds
2.1%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
13
Increased
17
Reduced
21
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AL
Aspiriant LLC
California
+$8.44M
2
Bank of America
Bank of America
North Carolina
+$5.87M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$2.45M
4
SG Americas Securities
SG Americas Securities
New York
+$2.25M
5
BCM
Barometer Capital Management
Ontario, Canada
+$1.42M

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$7.96M
2
TH
Timber Hill
Connecticut
-$5.4M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$3.14M
4
CS
Credit Suisse
Switzerland
-$1.4M
5
JHC
JFB Holdings Corp
Georgia
-$944K
Name Holding Trade Value Shares
Change 		Shares
Change %
ZF
51
Zhang Financial
Michigan
$249K +$249K +5,646 New
BRWA
52
B. Riley Wealth Advisors
Florida
$234K +$117K +5,301 +100%
DJSG
53
D.J. St. Germain
Massachusetts
$216K – – –
Ameriprise
54
Ameriprise
Minnesota
$216K +$76.1K +1,725 +54%
FHB
55
First Hawaiian Bank
Hawaii
$213K -$663 -15 -0.3%
ST
56
Smithfield Trust
Pennsylvania
$183K -$18.6K -420 -9%
SCP
57
Syntal Capital Partners
Texas
$109K -$30.5K -696 -22%
FHA
58
First Horizon Advisors
Tennessee
$103K -$1.16K -27 -1%
MFS
59
MSI Financial Services
Massachusetts
$67K -$101K -2,262 -60%
FNBT
60
FineMark National Bank & Trust
Florida
$62K – – –
PAS
61
Partnervest Advisory Services
California
$62K +$62K +1,404 New
FFC
62
First Financial Corp
Indiana
$58K – – –
RFA
63
Reilly Financial Advisors
California
$37K – – –
Manulife (Manufacturers Life Insurance)
64
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$27K – – –
KT
65
Kanaly Trust
Texas
$26K – – –
Barclays
66
Barclays
United Kingdom
$19K – – –
WTC
67
WhitTier Trust Company
Nevada
$12K – – –
Fifth Third Bancorp
68
Fifth Third Bancorp
Ohio
$9K +$9K +210 New
NES
69
New England Securities
New York
$5K – – –
DAM
70
Delta Asset Management
Tennessee
$5K +$5K +120 New
HRIA
71
Haberer Registered Investment Advisor
Ohio
$4K – – –
TH
72
Timber Hill
Connecticut
– -$5.4M -128,169 Closed
Fidelity Investments
73
Fidelity Investments
Massachusetts
– -$3.14M -75,324 Closed
ICOA
74
Investment Centers of America
North Dakota
– -$682K -18,012 Closed
GT
75
Glenmede Trust
Pennsylvania
– -$743K -17,658 Closed
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