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iShares Core S&P US Value ETF
IUSV

Overview Fund Activity

77 hedge funds and large institutions have $138M invested in iShares Core S&P US Value ETF in 2013 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 24 increasing their positions, 18 reducing their positions, and 4 closing their positions.

Holders
77
Holders Change
+14
Holders Change %
+22.22%
% of All Funds
2.24%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.06%
New
20
Increased
24
Reduced
18
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AL
1
Aspiriant LLC
California
$27.7M
2
FPIS
2
Financial Planning & Information Services
Wisconsin
$5.82M
3
MAA
3
Managed Account Advisors
New Jersey
$9.84M
4
SAM
4
Stringer Asset Management
Tennessee
$4.4M
5
SCM
5
Snow Capital Management
Pennsylvania
$2.04M

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$2.78M
2
CS
2
Credit Suisse
Switzerland
$2.87M
3
MCM
3
Munder Capital Management
Michigan
$0
4
TH
4
Timber Hill
Connecticut
$0
5
NSCM
5
New South Capital Management
Tennessee
$0
Name Market Value Shares Shares
Change 		Shares
Change %
AL
1
Aspiriant LLC
California
$27.7M 224,432 +216,846 +2,859%
Morgan Stanley
2
Morgan Stanley
New York
$14.3M 116,052 +181 +0.2%
Jones Financial Companies
3
Jones Financial Companies
Missouri
$9.95M 80,635 -659 -0.8%
MAA
4
Managed Account Advisors
New Jersey
$9.84M 79,741 +46,899 +143%
FPIS
5
Financial Planning & Information Services
Wisconsin
$5.82M 47,122 +47,122 New
LPL Financial
6
LPL Financial
California
$5.16M 41,788 +938 +2%
PNC Financial Services Group
7
PNC Financial Services Group
Pennsylvania
$5.1M 41,345 +961 +2%
Wells Fargo
8
Wells Fargo
California
$4.83M 39,122 +2,242 +6%
SAM
9
Stringer Asset Management
Tennessee
$4.4M 34,692 +34,692 New
JHC
10
JFB Holdings Corp
Georgia
$4.23M 34,250 -2,045 -6%
US Bancorp
11
US Bancorp
Minnesota
$3.78M 30,598 +528 +2%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$3.13M 25,417 -360 -1%
CS
13
Credit Suisse
Switzerland
$2.87M 23,232 -18,084 -44%
AMG
14
Asset Management Group
Connecticut
$2.84M 23,002 +239 +1%
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$2.78M 22,517 -52,427 -70%
Bank of America
16
Bank of America
North Carolina
$2.38M 19,253 +4,044 +27%
HCM
17
Howland Capital Management
Massachusetts
$2.22M 18,010 – –
U
18
UBS
Switzerland
$2.07M 16,753 +452 +3%
SCM
19
Snow Capital Management
Pennsylvania
$2.04M 16,535 +16,535 New
BSWMG
20
Barrington Strategic Wealth Management Group
Illinois
$1.92M 15,590 +1,025 +7%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$1.81M 14,699 -363 -2%
Goldman Sachs
22
Goldman Sachs
New York
$1.76M 14,283 +1,428 +11%
Northwestern Mutual Wealth Management
23
Northwestern Mutual Wealth Management
Wisconsin
$1.44M 11,662 +1,286 +12%
Natixis Advisors
24
Natixis Advisors
Massachusetts
$1.04M 8,436 +2,421 +40%
AIG
25
American International Group
New York
$1.03M 8,361 +1,708 +26%
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