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iShares Core S&P US Value ETF
IUSV

Overview Fund Activity

96 hedge funds and large institutions have $288M invested in iShares Core S&P US Value ETF in 2016 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 27 increasing their positions, 28 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
96
Holders Change
+5
Holders Change %
+5.49%
% of All Funds
2.57%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.11%
New
14
Increased
27
Reduced
28
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$6.27M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$4.41M
3
UBS Group
UBS Group
Switzerland
+$2.45M
4
William Blair & Company
William Blair & Company
Illinois
+$1.9M
5
Morgan Stanley
Morgan Stanley
New York
+$1.41M

Top Sellers

1
LPL Financial
LPL Financial
California
-$10.3M
2
AL
Aspiriant LLC
California
-$7.91M
3
Jane Street
Jane Street
New York
-$7.48M
4
AIG
American International Group
New York
-$2.21M
5
LPT
Legacy Private Trust
Wisconsin
-$1.98M
Name Holding Trade Value Shares
Change 		Shares
Change %
FNBT
76
FineMark National Bank & Trust
Florida
$63K – – –
MMG
77
Monetary Management Group
Missouri
$57K +$57K +1,275 New
BCI
78
Brinker Capital Investments
Pennsylvania
$51K +$12.6K +279 +33%
JPMorgan Chase & Co
79
JPMorgan Chase & Co
New York
$43K – – –
IF
80
Ironwood Financial
Arizona
$27K -$7.28K -165 -21%
DADC
81
D.A. Davidson & Co
Montana
$26K – – –
BlackRock
82
BlackRock
New York
$23K +$2.54K +57 +12%
RFA
83
Reilly Financial Advisors
California
$21K – – –
CFA
84
CT Financial Advisors
Pennsylvania
$18.8K – – –
SIA
85
SeaBridge Investment Advisors
New Jersey
$16K +$16K +360 New
IWM
86
Integrated Wealth Management
California
$14K – – –
Bank of Montreal
87
Bank of Montreal
Ontario, Canada
$12K +$12K +279 New
AIM
88
Anchor Investment Management
South Carolina
$8.06K – – –
DAC
89
Dividend Assets Capital
South Carolina
$7K +$7K +150 New
CCM
90
Cribstone Capital Management
Maine
$7K +$7K +156 New
GWM
91
Geneos Wealth Management
Colorado
$6K – – –
DAM
92
Delta Asset Management
Tennessee
$5K – – –
TAIM
93
TD Ameritrade Investment Management
Nebraska
$3K -$571 -12 -16%
ADL
94
Asset Dedication LLC
California
$3K – – –
FHC
95
First Heartland Consultants
Missouri
$343 +$116 +2,589 +51%
AIG
96
American International Group
New York
– -$2.21M -51,501 Closed
AC
97
AFAM Capital
Texas
– -$1.86M -43,236 Closed
Citadel Advisors
98
Citadel Advisors
Florida
– -$365K -8,514 Closed
Millennium Management
99
Millennium Management
New York
– -$228K -5,307 Closed
TWA
100
TCI Wealth Advisors
Arizona
– -$218K -4,941 Closed
1 2 3
4
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