IUSV icon

iShares Core S&P US Value ETF
IUSV

Overview Fund Activity

78 hedge funds and large institutions have $259M invested in iShares Core S&P US Value ETF in 2015 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 26 increasing their positions, 21 reducing their positions, and 8 closing their positions.

Holders
78
Holders Change
-5
Holders Change %
-6.02%
% of All Funds
2.1%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
5
Increased
26
Reduced
21
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AL
1
Aspiriant LLC
California
$98.3M
2
MAA
2
Managed Account Advisors
New Jersey
$3.19M
3
LPL Financial
3
LPL Financial
California
$10.1M
4
HighTower Advisors
4
HighTower Advisors
Illinois
$2.22M
5
ASN
5
Advisory Services Network
Georgia
$912K

Top Sellers

1
Jane Street
1
Jane Street
New York
$3.97M
2
SG Americas Securities
2
SG Americas Securities
New York
$650K
3
Bank of America
3
Bank of America
North Carolina
$12.5M
4
Morgan Stanley
4
Morgan Stanley
New York
$9.89M
5
TFF
5
The Family Firm
Maryland
$32.9M
Name Market Value Shares Shares
Change 		Shares
Change %
AL
1
Aspiriant LLC
California
$98.3M 729,579 +74,493 +11%
TFF
2
The Family Firm
Maryland
$32.9M 265,300 -5,398 -2%
Bank of America
3
Bank of America
North Carolina
$12.5M 92,503 -19,128 -17%
Jones Financial Companies
4
Jones Financial Companies
Missouri
$11.4M 84,894 +2,283 +3%
LPL Financial
5
LPL Financial
California
$10.1M 75,428 +9,970 +15%
Morgan Stanley
6
Morgan Stanley
New York
$9.89M 73,338 -7,103 -9%
PNC Financial Services Group
7
PNC Financial Services Group
Pennsylvania
$9.63M 71,447 +2,526 +4%
FPIS
8
Financial Planning & Information Services
Wisconsin
$5.78M 42,897 -529 -1%
Wells Fargo
9
Wells Fargo
California
$5.76M 42,750 +5,524 +15%
William Blair & Company
10
William Blair & Company
Illinois
$4.37M 32,420 – –
Jane Street
11
Jane Street
New York
$3.97M 29,463 -92,319 -76%
US Bancorp
12
US Bancorp
Minnesota
$3.86M 28,667 +1,183 +4%
Fidelity Investments
13
Fidelity Investments
Massachusetts
$3.63M 26,959 +4,057 +18%
MAA
14
Managed Account Advisors
New Jersey
$3.19M 23,697 +13,383 +130%
AMG
15
Asset Management Group
Connecticut
$3.15M 23,355 +122 +0.5%
SAM
16
Stringer Asset Management
Tennessee
$2.89M 21,466 +292 +1%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$2.46M 18,244 +873 +5%
HCM
18
Howland Capital Management
Massachusetts
$2.43M 18,018 – –
Natixis Advisors
19
Natixis Advisors
Massachusetts
$2.29M 16,978 +5,709 +51%
HighTower Advisors
20
HighTower Advisors
Illinois
$2.22M 16,465 +6,980 +74%
JHC
21
JFB Holdings Corp
Georgia
$2.06M 15,275 -1,625 -10%
UBS Group
22
UBS Group
Switzerland
$2M 14,856 +50 +0.3%
Northwestern Mutual Wealth Management
23
Northwestern Mutual Wealth Management
Wisconsin
$1.95M 14,436 +259 +2%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$1.75M 13,010 +3,383 +35%
BSWMG
25
Barrington Strategic Wealth Management Group
Illinois
$1.75M 12,950 -2,020 -13%
1
2 3 4