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iShares Core S&P US Value ETF
IUSV

Overview Fund Activity

94 hedge funds and large institutions have $280M invested in iShares Core S&P US Value ETF in 2016 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 29 increasing their positions, 31 reducing their positions, and 6 closing their positions.

Holders
94
Holders Change
-2
Holders Change %
-2.08%
% of All Funds
2.51%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.08%
New
6
Increased
29
Reduced
31
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$32.7M
2
Morgan Stanley
2
Morgan Stanley
New York
$11M
3
JHC
3
JFB Holdings Corp
Georgia
$2.87M
4
MFS
4
MSI Financial Services
Massachusetts
$1.74M
5
Wells Fargo
5
Wells Fargo
California
$8.38M

Top Sellers

1
TFF
1
The Family Firm
Maryland
$33.9M
2
AL
2
Aspiriant LLC
California
$75.8M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$964K
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$0
5
NPC
5
National Planning Corporation
California
$834K
Name Holding Trade Value Shares
Change 		Shares
Change %
FFC
76
First Financial Corp
Indiana
$69K – – –
GWM
77
Geneos Wealth Management
Colorado
$69K +$62.1K +1,348 +899%
BCI
78
Brinker Capital Investments
Pennsylvania
$67K +$15.1K +330 +29%
FNBT
79
FineMark National Bank & Trust
Florida
$65K – – –
MMG
80
Monetary Management Group
Missouri
$59K – – –
RFA
81
Reilly Financial Advisors
California
$47K +$25.1K +549 +114%
IF
82
Ironwood Financial
Arizona
$28K – – –
DADC
83
D.A. Davidson & Co
Montana
$27K – – –
BlackRock
84
BlackRock
New York
$22K -$2.05K -44 -9%
CFA
85
CT Financial Advisors
Pennsylvania
$19.4K – – –
TRCT
86
Tower Research Capital (TRC)
New York
$19K +$19K +413 New
SIA
87
SeaBridge Investment Advisors
New Jersey
$17K – – –
IWM
88
Integrated Wealth Management
California
$15K – – –
Bank of Montreal
89
Bank of Montreal
Ontario, Canada
$13K – – –
AIM
90
Anchor Investment Management
South Carolina
$8.3K – – –
CCM
91
Cribstone Capital Management
Maine
$7K – – –
DAM
92
Delta Asset Management
Tennessee
$6K – – –
CWM
93
Concert Wealth Management
California
$5K – – –
ADL
94
Asset Dedication LLC
California
$3K – – –
Northwestern Mutual Wealth Management
95
Northwestern Mutual Wealth Management
Wisconsin
– -$1.84M -41,022 Closed
M&T Bank
96
M&T Bank
New York
– -$221K -4,932 Closed
RIA
97
Regal Investment Advisors
Michigan
– -$211K -4,716 Closed
SG Americas Securities
98
SG Americas Securities
New York
– -$209K -4,674 Closed
DAC
99
Dividend Assets Capital
South Carolina
– -$7K -150 Closed
TAIM
100
TD Ameritrade Investment Management
Nebraska
– -$3K -63 Closed
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