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iShares Core S&P US Value ETF
IUSV

Overview Fund Activity

78 hedge funds and large institutions have $259M invested in iShares Core S&P US Value ETF in 2015 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 26 increasing their positions, 21 reducing their positions, and 8 closing their positions.

Holders
78
Holders Change
-5
Holders Change %
-6.02%
% of All Funds
2.1%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
5
Increased
26
Reduced
21
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AL
1
Aspiriant LLC
California
$98.3M
2
MAA
2
Managed Account Advisors
New Jersey
$3.19M
3
LPL Financial
3
LPL Financial
California
$10.1M
4
HighTower Advisors
4
HighTower Advisors
Illinois
$2.22M
5
ASN
5
Advisory Services Network
Georgia
$912K

Top Sellers

1
Jane Street
1
Jane Street
New York
$3.97M
2
SG Americas Securities
2
SG Americas Securities
New York
$650K
3
Bank of America
3
Bank of America
North Carolina
$12.5M
4
Morgan Stanley
4
Morgan Stanley
New York
$9.89M
5
TFF
5
The Family Firm
Maryland
$32.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
ZF
51
Zhang Financial
Michigan
$255K – – –
PAG
52
Private Advisor Group
New Jersey
$254K -$78.5K -1,746 -24%
DJSG
53
D.J. St. Germain
Massachusetts
$220K – – –
Janney Montgomery Scott
54
Janney Montgomery Scott
Pennsylvania
$214K -$8.09K -180 -4%
BRWA
55
B. Riley Wealth Advisors
Florida
$205K -$112K -2,487 -35%
ST
56
Smithfield Trust
Pennsylvania
$186K – – –
MA
57
MCF Advisors
Kentucky
$137K – – –
APSP
58
Asset Planning Services (Pennsylvania)
Pennsylvania
$103K +$103K +2,292 New
FHA
59
First Horizon Advisors
Tennessee
$79K -$13.9K -312 -15%
FNBT
60
FineMark National Bank & Trust
Florida
$63K – – –
FFC
61
First Financial Corp
Indiana
$59K – – –
NFG
62
Next Financial Group
Texas
$57K +$8.62K +195 +18%
HCMT
63
Highland Capital Management (Tennessee)
Tennessee
$57K +$57K +2,100 New
IF
64
Ironwood Financial
Arizona
$41K -$3.68K -81 -8%
DADC
65
D.A. Davidson & Co
Montana
$40K +$40K +900 New
MFS
66
MSI Financial Services
Massachusetts
$29K -$10.2K -225 -26%
RFA
67
Reilly Financial Advisors
California
$22K -$3.44K -75 -14%
CFA
68
CT Financial Advisors
Pennsylvania
$18.9K – – –
GWA
69
Genesis Wealth Advisors
Massachusetts
$18.9K +$18.9K +420 New
IWM
70
Integrated Wealth Management
California
$14K – – –
WTC
71
WhitTier Trust Company
Nevada
$12K – – –
BCI
72
Brinker Capital Investments
Pennsylvania
$10K -$13K -276 -56%
KCM
73
Karp Capital Management
California
$10K – – –
Fifth Third Bancorp
74
Fifth Third Bancorp
Ohio
$9K – – –
TAIM
75
TD Ameritrade Investment Management
Nebraska
$7K -$135 -3 -2%
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