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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 %
CFD
276
Creative Financial Designs
Indiana
– -$37K -651 Closed
SFM
277
Signet Financial Management
New Jersey
– -$25K -444 Closed
TFS
278
TrustCore Financial Services
Tennessee
– -$17K -300 Closed
SIA
279
SeaBridge Investment Advisors
New Jersey
– -$10K -180 Closed
CFA
280
Camarda Financial Advisors
Florida
– -$8K -145 Closed
TC
281
Trilogy Capital
California
– -$6K -115 Closed
ML
282
McAdam LLC
Pennsylvania
– -$6K -102 Closed
KJWM
283
Kiley Juergens Wealth Management
Washington
– -$2K -50 Closed
CB
284
CNB Bank
Pennsylvania
– -$1K -21 Closed
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