IUSV icon

iShares Core S&P US Value ETF

82 hedge funds and large institutions have $246M invested in iShares Core S&P US Value ETF in 2015 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 25 increasing their positions, 23 reducing their positions, and 5 closing their positions.

Holders
82
Holders Change
+4
Holders Change %
+5.13%
% of All Funds
2.29%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
11
Increased
25
Reduced
23
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
AL
1
Aspiriant LLC
California
$73.1M 601,455 -128,124 -18%
TFF
2
The Family Firm
Maryland
$31.2M 274,039 +8,739 +3%
Bank of America
3
Bank of America
North Carolina
$21.5M 176,411 +83,908 +91%
Jones Financial Companies
4
Jones Financial Companies
Missouri
$10.4M 85,278 +384 +0.5%
LPL Financial
5
LPL Financial
California
$8.96M 71,012 -4,416 -6%
PNC Financial Services Group
6
PNC Financial Services Group
Pennsylvania
$8.49M 69,853 -1,594 -2%
Morgan Stanley
7
Morgan Stanley
New York
$8.17M 67,151 -6,187 -8%
Natixis Advisors
8
Natixis Advisors
Massachusetts
$6M 49,321 +32,343 +190%
CIM
9
Confluence Investment Management
Missouri
$5.99M 49,255 +49,255 New
Wells Fargo
10
Wells Fargo
California
$5.28M 43,406 +656 +2%
FPIS
11
Financial Planning & Information Services
Wisconsin
$5.16M 42,464 -433 -1%
William Blair & Company
12
William Blair & Company
Illinois
$4.58M 37,627 +5,207 +16%
Goldman Sachs
13
Goldman Sachs
New York
$3.63M 29,874 +18,610 +165%
US Bancorp
14
US Bancorp
Minnesota
$3.38M 27,808 -859 -3%
Fidelity Investments
15
Fidelity Investments
Massachusetts
$2.89M 24,200 -2,759 -10%
AMG
16
Asset Management Group
Connecticut
$2.85M 23,397 +42 +0.2%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$2.77M 22,751 +9,741 +75%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$2.5M 20,580 +2,336 +13%
HCM
19
Howland Capital Management
Massachusetts
$2.19M 18,018
UBS Group
20
UBS Group
Switzerland
$2.04M 16,778 +1,922 +13%
TAM
21
Third Avenue Management
New York
$2M 16,465 +16,465 New
AIG
22
American International Group
New York
$1.99M 16,328 +4,365 +36%
DIA
23
Dean Investment Associates
Ohio
$1.96M 16,150 +16,150 New
Ohio Public Employees Retirement System (OPERS)
24
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.96M 16,150 +16,150 New
HighTower Advisors
25
HighTower Advisors
Illinois
$1.94M 15,976 -489 -3%