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iShares Core S&P US Value ETF
IUSV

Overview Fund Activity

96 hedge funds and large institutions have $288M invested in iShares Core S&P US Value ETF in 2016 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 27 increasing their positions, 28 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
96
Holders Change
+5
Holders Change %
+5.49%
% of All Funds
2.57%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.11%
New
14
Increased
27
Reduced
28
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
$22.8M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$6.96M
3
UBS Group
UBS Group
Switzerland
$5.37M
4
William Blair & Company
William Blair & Company
Illinois
$11M
5
Morgan Stanley
Morgan Stanley
New York
$9.17M

Top Sellers

1
LPL Financial
LPL Financial
California
$8.42M
2
AL
Aspiriant LLC
California
$89.8M
3
Jane Street
Jane Street
New York
$2.55M
4
AIG
American International Group
New York
$0
5
LPT
Legacy Private Trust
Wisconsin
$757K
Name Holding Trade Value Shares
Change 		Shares
Change %
AL
1
Aspiriant LLC
California
$89.8M -$7.91M -176,796 -8%
TFF
2
The Family Firm
Maryland
$33.1M -$739K -17,874 -2%
Bank of America
3
Bank of America
North Carolina
$22.8M +$6.27M +140,181 +38%
Jones Financial Companies
4
Jones Financial Companies
Missouri
$12M -$71.6K -1,599 -0.6%
William Blair & Company
5
William Blair & Company
Illinois
$11M +$1.9M +42,372 +21%
Morgan Stanley
6
Morgan Stanley
New York
$9.17M +$1.41M +31,446 +18%
LPL Financial
7
LPL Financial
California
$8.42M -$10.3M -231,486 -55%
Wells Fargo
8
Wells Fargo
California
$6.99M +$189K +4,221 +3%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$6.96M +$4.41M +98,526 +173%
UBS Group
10
UBS Group
Switzerland
$5.37M +$2.45M +54,798 +84%
PNC Financial Services Group
11
PNC Financial Services Group
Pennsylvania
$5.18M -$231K -5,160 -4%
FPIS
12
Financial Planning & Information Services
Wisconsin
$4.87M -$372K -8,316 -7%
Goldman Sachs
13
Goldman Sachs
New York
$4.8M -$59.5K -1,329 -1%
Ameriprise
14
Ameriprise
Minnesota
$4.08M +$604K +13,494 +17%
TPWA
15
TRUE Private Wealth Advisors
Oregon
$4.05M +$1.37M +30,555 +51%
US Bancorp
16
US Bancorp
Minnesota
$4.01M +$152K +3,399 +4%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$3.3M +$153K +3,411 +5%
AMG
18
Asset Management Group
Connecticut
$3.18M -$18.7K -417 -0.6%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$3.16M +$1.06M +23,697 +50%
GP
20
Geneva Partners
Wisconsin
$3.08M +$3.08M +181,452 New
Fidelity Investments
21
Fidelity Investments
Massachusetts
$2.91M -$283K -6,417 -9%
Jane Street
22
Jane Street
New York
$2.55M -$7.48M -167,223 -75%
AG
23
Advisor Group
Arizona
$2.46M +$2.46M +54,927 New
HCM
24
Howland Capital Management
Massachusetts
$2.42M – – –
Boston Partners
25
Boston Partners
Massachusetts
$2.18M – – –
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