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iShares Core S&P US Value ETF
IUSV

Overview Fund Activity

73 hedge funds and large institutions have $141M invested in iShares Core S&P US Value ETF in 2014 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 23 increasing their positions, 17 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
73
Holders Change
-4
Holders Change %
-5.19%
% of All Funds
2.11%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
9
Increased
23
Reduced
17
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AL
Aspiriant LLC
California
+$6.55M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$6.34M
3
TH
Timber Hill
Connecticut
+$5.4M
4
GT
Glenmede Trust
Pennsylvania
+$743K
5
Bank of America
Bank of America
North Carolina
+$375K

Top Sellers

1
MAA
Managed Account Advisors
New Jersey
-$8.16M
2
Morgan Stanley
Morgan Stanley
New York
-$2.98M
3
SCM
Snow Capital Management
Pennsylvania
-$2.04M
4
Goldman Sachs
Goldman Sachs
New York
-$1.76M
5
SAM
Stringer Asset Management
Tennessee
-$1.33M
Name Holding Trade Value Shares
Change 		Shares
Change %
AL
1
Aspiriant LLC
California
$34.9M +$6.55M +155,511 +23%
Morgan Stanley
2
Morgan Stanley
New York
$11.7M -$2.98M -70,848 -20%
Jones Financial Companies
3
Jones Financial Companies
Missouri
$10.5M +$317K +7,530 +3%
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$9.18M +$6.34M +150,558 +223%
FPIS
5
Financial Planning & Information Services
Wisconsin
$5.84M -$109K -2,580 -2%
TH
6
Timber Hill
Connecticut
$5.4M +$5.4M +128,169 New
LPL Financial
7
LPL Financial
California
$5.37M +$86.4K +2,052 +2%
PNC Financial Services Group
8
PNC Financial Services Group
Pennsylvania
$4.81M -$410K -9,747 -8%
Wells Fargo
9
Wells Fargo
California
$4.66M -$287K -6,810 -6%
JHC
10
JFB Holdings Corp
Georgia
$3.67M -$652K -15,480 -15%
US Bancorp
11
US Bancorp
Minnesota
$3.59M -$277K -6,567 -7%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$3.14M -$38.7K -927 -1%
SAM
13
Stringer Asset Management
Tennessee
$3.05M -$1.33M -31,626 -30%
AMG
14
Asset Management Group
Connecticut
$2.91M – – –
Bank of America
15
Bank of America
North Carolina
$2.81M +$375K +8,898 +15%
HCM
16
Howland Capital Management
Massachusetts
$2.28M +$1.01K +24 +0%
CS
17
Credit Suisse
Switzerland
$2.18M -$752K -17,856 -26%
BSWMG
18
Barrington Strategic Wealth Management Group
Illinois
$2.05M +$77K +1,830 +4%
U
19
UBS
Switzerland
$1.99M -$130K -3,093 -6%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$1.98M +$125K +2,964 +7%
MAA
21
Managed Account Advisors
New Jersey
$1.92M -$8.16M -193,740 -81%
Northwestern Mutual Wealth Management
22
Northwestern Mutual Wealth Management
Wisconsin
$1.52M +$47.4K +1,125 +3%
Natixis Advisors
23
Natixis Advisors
Massachusetts
$1.18M +$113K +2,685 +11%
AIG
24
American International Group
New York
$1.15M +$89K +2,115 +8%
WT
25
Whittier Trust
California
$766K – – –
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