iShares Core S&P US Value ETF
IUSV
IUSV
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
Charlotte,
North Carolina
|
+$96.3M |
| 2 |
MFG
Merit Financial Group
Alpharetta,
Georgia
|
+$84.3M |
| 3 |
LPL Financial
San Diego,
California
|
+$34.6M |
| 4 |
Morgan Stanley
New York
|
+$19.1M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$17.9M |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
AI
276
Atria Investments
Charlotte,
North Carolina
| – | -$752K | -15,314 | Closed |
|
277
Kovitz Investment Group Partners
Chicago,
Illinois
| – | -$590K | -12,020 | Closed |
|
|
CSIA
278
Charles Schwab Investment Advisory
San Francisco,
California
| – | -$488K | -9,928 | Closed |
|
|
AWM
279
Alterna Wealth Management
Houston,
Texas
| – | -$291K | -5,938 | Closed |
|
280
M&T Bank
Buffalo,
New York
| – | -$247K | -5,034 | Closed |
|
|
HFS
281
HL Financial Services
Louisville,
Kentucky
| – | -$210K | -4,282 | Closed |
|
|
NFG
282
Next Financial Group
Houston,
Texas
| – | -$76K | -1,551 | Closed |
|
|
W
283
WealthOne
Albany,
New York
| – | -$31K | -626 | Closed |
|
|
OIA
284
OneDigital Investment Advisors
Overland Park,
Kansas
| – | -$24K | -482 | Closed |
|
|
BOPW
285
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
| – | -$5K | -280 | Closed |
|
286
Bessemer Group
Woodbridge,
New Jersey
| – | -$13K | -256 | Closed |
|
|
DWM
287
Doyle Wealth Management
St. Petersburg,
Florida
| – | -$12K | -237 | Closed |
|
|
AIA
288
Alera Investment Advisors
Deerfield,
Illinois
| – | -$2K | -49 | Closed |
|