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iShares Core S&P US Value ETF
IUSV

Overview Fund Activity

263 hedge funds and large institutions have $3.87B invested in iShares Core S&P US Value ETF in 2019 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 94 increasing their positions, 76 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
263
Holders Change
+10
Holders Change %
+3.95%
% of All Funds
5.7%
Holding in Top 10
13
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+30%
% of All Funds
0.28%
New
38
Increased
94
Reduced
76
Closed
27
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$96.3M
2
MFG
Merit Financial Group
Georgia
+$84.3M
3
LPL Financial
LPL Financial
California
+$34.6M
4
Morgan Stanley
Morgan Stanley
New York
+$19.1M
5
Wells Fargo
Wells Fargo
California
+$17.9M

Top Sellers

1
CIM
Confluence Investment Management
Missouri
-$29.2M
2
NIMC
NWQ Investment Management Company
California
-$18M
3
EIC
Equity Investment Corp
Georgia
-$14.9M
4
RJA
Raymond James & Associates
Florida
-$14.2M
5
Jones Financial Companies
Jones Financial Companies
Missouri
-$10M
Name Holding Trade Value Shares
Change 		Shares
Change %
HNB
251
Huntington National Bank
Ohio
$5K -$514K -10,289 -99%
VFA
252
Valeo Financial Advisors
Indiana
$5K – – –
LFG
253
LifePlan Financial Group
Ohio
$5K +$2.56K +44 +105%
MWM
254
Mascoma Wealth Management
New Hampshire
$5K +$5K +90 New
OSAM
255
O'Shaughnessy Asset Management
Connecticut
$4K +$4K +72 New
BCI
256
Brinker Capital Investments
Pennsylvania
$3K – – –
JFA
257
JNBA Financial Advisors
Minnesota
$3K +$3K +56 New
QAM
258
QCI Asset Management
New York
$2K – – –
SQA
259
Simon Quick Advisors
New Jersey
$1K +$1K +18 New
ACA
260
Anchor Capital Advisors
Massachusetts
$597 -$1.67K -30,423 -74%
JPLA
261
Joseph P. Lucia & Associates
New York
$455 +$455 +25,638 New
CIM
262
Confluence Investment Management
Missouri
– -$29.2M -595,505 Closed
NIMC
263
NWQ Investment Management Company
California
– -$18M -366,396 Closed
SCM
264
Snow Capital Management
Pennsylvania
– -$9.61M -195,661 Closed
Allianz Asset Management
265
Allianz Asset Management
Germany
– -$5.57M -113,361 Closed
ClearBridge Investments
266
ClearBridge Investments
New York
– -$5.47M -111,400 Closed
DIA
267
Dean Investment Associates
Ohio
– -$4.51M -91,833 Closed
Boston Partners
268
Boston Partners
Massachusetts
– -$3.99M -81,195 Closed
CNBT
269
Canandaigua National Bank & Trust
New York
– -$1.98M -40,248 Closed
HA
270
Heartland Advisors
Wisconsin
– -$1.93M -39,260 Closed
MIAN
271
Mariner Independent Advisor Network
Kansas
– -$1.54M -31,154 Closed
OAM
272
Oppenheimer Asset Management
New York
– -$1.01M -20,480 Closed
BC
273
Brinker Capital
Pennsylvania
– -$955K -19,452 Closed
SJIC
274
St. James Investment Company
Texas
– -$848K -17,265 Closed
LFA
275
Legacy Financial Advisors
Kentucky
– -$848K -17,265 Closed
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