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iShares Core S&P US Value ETF
IUSV

Overview Fund Activity

95 hedge funds and large institutions have $302M invested in iShares Core S&P US Value ETF in 2014 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 26 increasing their positions, 20 reducing their positions, and 5 closing their positions.

Holders
95
Holders Change
+22
Holders Change %
+30.14%
% of All Funds
2.54%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
28
Increased
26
Reduced
20
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MAA
1
Managed Account Advisors
New Jersey
$26M
2
SCM
2
Snow Capital Management
Pennsylvania
$18.4M
3
AL
3
Aspiriant LLC
California
$79.7M
4
Jane Street
4
Jane Street
New York
$5.81M
5
SG Americas Securities
5
SG Americas Securities
New York
$5.36M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$52K
2
BCM
2
Barometer Capital Management
Ontario, Canada
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$11.4M
4
CS
4
Credit Suisse
Switzerland
$0
5
ICOA
5
Investment Centers of America
North Dakota
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CAN
51
Cetera Advisor Networks
California
$442K +$546 +12 +0.1%
M&T Bank
52
M&T Bank
New York
$397K +$19.5K +429 +5%
SSB
53
Sandy Spring Bank
Maryland
$345K +$4.23K +93 +1%
Stifel Financial
54
Stifel Financial
Missouri
$336K +$336K +7,386 New
TGI
55
Tradewinds Global Investors
California
$319K +$319K +7,029 New
NPF
56
Norris Perne & French
Michigan
$317K – – –
PAG
57
Private Advisor Group
New Jersey
$290K -$76.8K -1,689 -21%
PO
58
Private Ocean
California
$267K – – –
RTS
59
Round Table Services
New Jersey
$261K – – –
ZF
60
Zhang Financial
Michigan
$258K +$410 +9 +0.2%
Janney Montgomery Scott
61
Janney Montgomery Scott
Pennsylvania
$225K -$41.5K -912 -16%
NPC
62
National Planning Corporation
California
$224K – – –
DJSG
63
D.J. St. Germain
Massachusetts
$222K – – –
GC
64
Gibson Capital
Pennsylvania
$220K -$96.1K -2,124 -30%
FHB
65
First Hawaiian Bank
Hawaii
$219K +$219K +4,821 New
AR
66
Advisory Research
Illinois
$211K +$211K +4,629 New
MA
67
MCF Advisors
Kentucky
$210K +$210K +4,620 New
Allianz Asset Management
68
Allianz Asset Management
Germany
$204K +$204K +4,494 New
ST
69
Smithfield Trust
Pennsylvania
$188K – – –
OSAM
70
O'Shaughnessy Asset Management
Connecticut
$186K +$186K +4,089 New
DADC
71
D.A. Davidson & Co
Montana
$123K +$123K +2,712 New
SCP
72
Syntal Capital Partners
Texas
$113K – – –
FHA
73
First Horizon Advisors
Tennessee
$95K -$8.07K -177 -8%
SIA
74
Stancorp Investment Advisers
Oregon
$94K +$94K +2,058 New
FNBT
75
FineMark National Bank & Trust
Florida
$64K – – –
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3
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