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iShares Core S&P US Value ETF
IUSV

Overview Fund Activity

253 hedge funds and large institutions have $3.29B invested in iShares Core S&P US Value ETF in 2018 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 97 increasing their positions, 46 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
253
Holders Change
+33
Holders Change %
+15%
% of All Funds
5.65%
Holding in Top 10
10
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.22%
New
68
Increased
97
Reduced
46
Closed
33
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$186M
2
Morgan Stanley
Morgan Stanley
New York
+$50.4M
3
LPL Financial
LPL Financial
California
+$31.2M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$30.7M
5
CIM
Confluence Investment Management
Missouri
+$28.6M

Top Sellers

1
BL
Balentine LLC
Georgia
-$92.4M
2
PPA
Parametric Portfolio Associates
Washington
-$87.1M
3
AC
Alleghany Corporation
New York
-$82.7M
4
CWM
Cornerstone Wealth Management
Missouri
-$32.2M
5
SRA
Summit Rock Advisors
New York
-$11.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
GI
226
Gradient Investments
Minnesota
$27K +$11K +225 +69%
QCIG
227
Quad-Cities Investment Group
Iowa
$26K +$346 +7 +1%
LC
228
Lavaca Capital
Texas
$25K +$25K +502 New
OIA
229
OneDigital Investment Advisors
Kansas
$24K -$15.8K -318 -40%
Fifth Third Bancorp
230
Fifth Third Bancorp
Ohio
$23K -$2.61K -54 -10%
LWA
231
Lenox Wealth Advisors
New York
$19K – – –
HI
232
Human Investing
Oregon
$19K +$19K +378 New
NSG
233
Nalls Sherbakoff Group
Tennessee
$15K +$15K +300 New
JCM
234
Jacobi Capital Management
Pennsylvania
$14K -$943 -19 -6%
RFA
235
Reilly Financial Advisors
California
$13K – – –
Bessemer Group
236
Bessemer Group
New Jersey
$13K +$13K +256 New
DWM
237
Doyle Wealth Management
Florida
$12K +$12K +237 New
FANJ
238
Financial Architects (New Jersey)
New Jersey
$10K +$10K +194 New
AIM
239
Anchor Investment Management
South Carolina
$8.84K – – –
CCM
240
Cribstone Capital Management
Maine
$8K – – –
AF
241
Advisornet Financial
Minnesota
$8K +$8K +169 New
SEI Investments
242
SEI Investments
Pennsylvania
$7K +$7K +148 New
LDFR
243
Lehman & Derafelo Financial Resources
Pennsylvania
$7K +$7K +150 New
WTC
244
WhitTier Trust Company
Nevada
$6K – – –
RAM
245
Riggs Asset Management
Pennsylvania
$5K – – –
VFA
246
Valeo Financial Advisors
Indiana
$5K – – –
BOPW
247
Brandywine Oak Private Wealth
Pennsylvania
$5K +$5K +280 New
BCI
248
Brinker Capital Investments
Pennsylvania
$3K – – –
LFG
249
LifePlan Financial Group
Ohio
$2K – – –
QAM
250
QCI Asset Management
New York
$2K +$2K +43 New
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10
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