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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 %
AIA
251
Alera Investment Advisors
Illinois
$2K +$2K +49 New
CWM
252
Cornerstone Wealth Management
Missouri
– -$32.2M -1,695,954 Closed
AC
253
Alleghany Corporation
New York
– -$82.7M -1,467,000 Closed
SRA
254
Summit Rock Advisors
New York
– -$11.9M -211,818 Closed
Susquehanna International Group
255
Susquehanna International Group
Pennsylvania
– -$6.81M -120,697 Closed
Jane Street
256
Jane Street
New York
– -$6.57M -116,544 Closed
CGL
257
Clarius Group LLC
Washington
– -$2.23M -39,529 Closed
FTS
258
Fifth Third Securities
Ohio
– -$544K -9,655 Closed
Manulife (Manufacturers Life Insurance)
259
Manulife (Manufacturers Life Insurance)
Ontario, Canada
– -$487K -8,633 Closed
GLA
260
Good Life Advisors
Pennsylvania
– -$343K -6,097 Closed
PCM
261
Parsons Capital Management
Rhode Island
– -$293K -5,197 Closed
TRCT
262
Tower Research Capital (TRC)
New York
– -$243K -4,307 Closed
Deutsche Bank
263
Deutsche Bank
Germany
– -$229K -4,066 Closed
AW
264
ACG Wealth
Georgia
– -$223K -3,955 Closed
NL
265
NWAM LLC
Washington
– -$216K -3,838 Closed
CPIG
266
Chicago Partners Investment Group
Illinois
– -$195K -3,745 Closed
SSWM
267
Sheets Smith Wealth Management
North Carolina
– -$208K -3,687 Closed
SCP
268
Syntal Capital Partners
Texas
– -$201K -3,552 Closed
KF
269
Krilogy Financial
Missouri
– -$191K -3,390 Closed
RCAG
270
Rehmann Capital Advisory Group
Michigan
– -$159K -2,823 Closed
WCAMG
271
Woodard & Company Asset Management Group
North Carolina
– -$158K -2,800 Closed
SPIA
272
Steward Partners Investment Advisory
New York
– -$150K -2,660 Closed
WSTAM
273
Wilbanks Smith & Thomas Asset Management
Virginia
– -$148K -2,631 Closed
BA
274
Ballew Advisors
Mississippi
– -$39K -750 Closed
APP
275
Avantax Planning Partners
Iowa
– -$40K -716 Closed
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