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iShares Core S&P US Value ETF
IUSV

Overview Fund Activity

265 hedge funds and large institutions have $4.09B invested in iShares Core S&P US Value ETF in 2019 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 118 increasing their positions, 60 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
265
Holders Change
+2
Holders Change %
+0.76%
% of All Funds
5.76%
Holding in Top 10
15
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+15.38%
% of All Funds
0.33%
New
28
Increased
118
Reduced
60
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
$1.83B
2
BL
Balentine LLC
Georgia
$146M
3
LPL Financial
LPL Financial
California
$603M
4
CG
Colony Group
Massachusetts
$18.8M
5
Morgan Stanley
Morgan Stanley
New York
$155M

Top Sellers

1
MFG
Merit Financial Group
Georgia
$0
2
Goldman Sachs
Goldman Sachs
New York
$23.3M
3
BlackRock
BlackRock
New York
$60M
4
PAG
Private Advisor Group
New Jersey
$10.1M
5
Jones Financial Companies
Jones Financial Companies
Missouri
$75.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
251
Advisornet Financial
Minnesota
$10K – – –
JCM
252
Jacobi Capital Management
Pennsylvania
$9K -$7.27K -126 -45%
LDFR
253
Lehman & Derafelo Financial Resources
Pennsylvania
$9K – – –
WTC
254
WhitTier Trust Company
Nevada
$7K – – –
VFA
255
Valeo Financial Advisors
Indiana
$6K – – –
RAM
256
Riggs Asset Management
Pennsylvania
$6K – – –
TWA
257
TCI Wealth Advisors
Arizona
$6K +$6K +111 New
PCA
258
Providence Capital Advisors
North Carolina
$6K +$6K +112 New
LFG
259
LifePlan Financial Group
Ohio
$5K – – –
JFA
260
JNBA Financial Advisors
Minnesota
$3K – – –
RIA
261
Realta Investment Advisors
Delaware
$3K +$3K +54 New
DWM
262
Doyle Wealth Management
Florida
$3K +$3K +60 New
QAM
263
QCI Asset Management
New York
$2K – – –
MFG
264
Merit Financial Group
Georgia
– -$84.3M -1,083,337 Closed
PCM
265
Peak Capital Management
Colorado
– -$4.29M -78,153 Closed
WHG
266
Westwood Holdings Group
Texas
– -$1.42M -25,896 Closed
CA
267
Clearstead Advisors
Ohio
– -$1.32M -24,149 Closed
TF
268
TIAA FSB
Florida
– -$1.09M -19,938 Closed
5L
269
55I LLC
Massachusetts
– -$290K -5,289 Closed
EAM
270
Evanson Asset Management
California
– -$284K -5,186 Closed
JIC
271
Johnson Investment Counsel
Ohio
– -$271K -4,960 Closed
PA
272
Pinnacle Associates
New York
– -$266K -4,850 Closed
PWMAG
273
Pinnacle Wealth Management Advisory Group
New Jersey
– -$266K -4,850 Closed
FHB
274
First Hawaiian Bank
Hawaii
– -$164K -2,993 Closed
SWM
275
SeaCrest Wealth Management
New York
– -$155K -2,820 Closed
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