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iShares Core S&P US Value ETF
IUSV

Overview Fund Activity

73 hedge funds and large institutions have $148M invested in iShares Core S&P US Value ETF in 2014 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 17 increasing their positions, 21 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
73
Holders Change
–
Holders Change %
0%
% of All Funds
2.1%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
13
Increased
17
Reduced
21
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AL
Aspiriant LLC
California
+$8.44M
2
Bank of America
Bank of America
North Carolina
+$5.87M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$2.45M
4
SG Americas Securities
SG Americas Securities
New York
+$2.25M
5
BCM
Barometer Capital Management
Ontario, Canada
+$1.42M

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$7.96M
2
TH
Timber Hill
Connecticut
-$5.4M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$3.14M
4
CS
Credit Suisse
Switzerland
-$1.4M
5
JHC
JFB Holdings Corp
Georgia
-$944K
Name Holding Trade Value Shares
Change 		Shares
Change %
AL
1
Aspiriant LLC
California
$45.1M +$8.44M +191,055 +23%
Morgan Stanley
2
Morgan Stanley
New York
$11.7M -$590K -13,347 -5%
Jones Financial Companies
3
Jones Financial Companies
Missouri
$11.1M +$49.6K +1,122 +0.4%
Bank of America
4
Bank of America
North Carolina
$8.82M +$5.87M +132,909 +199%
FPIS
5
Financial Planning & Information Services
Wisconsin
$6.02M -$115K -2,607 -2%
LPL Financial
6
LPL Financial
California
$5.78M +$152K +3,441 +3%
PNC Financial Services Group
7
PNC Financial Services Group
Pennsylvania
$5.04M -$14.4K -327 -0.3%
Wells Fargo
8
Wells Fargo
California
$4.81M -$80.2K -1,815 -2%
US Bancorp
9
US Bancorp
Minnesota
$3.72M -$48.6K -1,101 -1%
AMG
10
Asset Management Group
Connecticut
$3.04M -$12.7K -288 -0.4%
SAM
11
Stringer Asset Management
Tennessee
$2.94M -$257K -5,823 -8%
JHC
12
JFB Holdings Corp
Georgia
$2.91M -$944K -21,375 -24%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$2.64M +$2.45M +55,539 +1,299%
HCM
14
Howland Capital Management
Massachusetts
$2.39M – – –
U
15
UBS
Switzerland
$2.37M +$287K +6,504 +14%
SG Americas Securities
16
SG Americas Securities
New York
$2.25M +$2.25M +50,811 New
BSWMG
17
Barrington Strategic Wealth Management Group
Illinois
$2.13M -$13.9K -315 -0.6%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$2.08M +$2.65K +60 +0.1%
MAA
19
Managed Account Advisors
New Jersey
$2.01M – – –
AIG
20
American International Group
New York
$1.76M +$556K +12,594 +46%
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$1.68M -$7.96M -180,207 -83%
Northwestern Mutual Wealth Management
22
Northwestern Mutual Wealth Management
Wisconsin
$1.56M -$33.1K -750 -2%
BCM
23
Barometer Capital Management
Ontario, Canada
$1.42M +$1.42M +32,100 New
CS
24
Credit Suisse
Switzerland
$888K -$1.4M -31,743 -61%
WT
25
Whittier Trust
California
$856K +$52.5K +1,188 +7%
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