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iShares Core S&P US Value ETF
IUSV

Overview Fund Activity

126 hedge funds and large institutions have $747M invested in iShares Core S&P US Value ETF in 2017 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 48 increasing their positions, 28 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
126
Holders Change
+8
Holders Change %
+6.78%
% of All Funds
3.14%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.15%
New
24
Increased
48
Reduced
28
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$162M
2
Bank of America
Bank of America
North Carolina
+$81.4M
3
Jane Street
Jane Street
New York
+$8.96M
4
PAG
Private Advisor Group
New Jersey
+$7.36M
5
HighTower Advisors
HighTower Advisors
Illinois
+$6.47M

Top Sellers

1
MIAN
Mariner Independent Advisor Network
Kansas
-$10M
2
SPC
Sigma Planning Corp
Michigan
-$8.01M
3
AL
Aspiriant LLC
California
-$4.3M
4
CIM
Confluence Investment Management
Missouri
-$3.99M
5
SCM
Snow Capital Management
Pennsylvania
-$2.49M
Name Holding Trade Value Shares
Change 		Shares
Change %
Susquehanna International Group
26
Susquehanna International Group
Pennsylvania
$3.86M -$1.62M -32,014 -30%
AMG
27
Asset Management Group
Connecticut
$3.62M +$15.2K +301 +0.4%
IAA
28
Independent Advisor Alliance
North Carolina
$3.58M +$3.58M +71,263 New
BlackRock
29
BlackRock
New York
$3.11M +$3.09M +61,184 +16,101%
HWP
30
Hefty Wealth Partners
Indiana
$3.1M -$1.34M -26,643 -30%
Fidelity Investments
31
Fidelity Investments
Massachusetts
$2.83M -$98.1K -1,936 -3%
AG
32
Advisor Group
Arizona
$2.77M +$58.7K +1,162 +2%
HCM
33
Howland Capital Management
Massachusetts
$2.73M – – –
Boston Partners
34
Boston Partners
Massachusetts
$2.46M -$337K -6,678 -12%
OLA
35
Oliver Luxxe Assets
New Jersey
$2.42M +$109K +2,156 +5%
Northwestern Mutual Wealth Management
36
Northwestern Mutual Wealth Management
Wisconsin
$2.34M +$238K +4,722 +11%
Natixis Advisors
37
Natixis Advisors
Massachusetts
$2.32M -$1.56M -30,864 -40%
LTFS
38
Ladenburg Thalmann Financial Services
Florida
$2.21M +$429K +8,489 +24%
IA
39
IFP Advisors
Florida
$2M +$1.81M +35,779 +947%
SPC
40
Sigma Planning Corp
Michigan
$1.74M -$8.01M -158,592 -82%
RIA
41
Regal Investment Advisors
Michigan
$1.59M +$21.3K +422 +1%
Cambridge Investment Research Advisors
42
Cambridge Investment Research Advisors
Iowa
$1.58M +$458K +9,062 +41%
KM
43
Kalos Management
Georgia
$1.39M +$2.63K +52 +0.2%
SIAS
44
Shine Investment Advisory Services
Colorado
$1.37M +$95.6K +1,895 +8%
TCT
45
TIAA CREF Trust
Missouri
$1.36M +$1.36M +26,938 New
ICOA
46
Investment Centers of America
North Dakota
$1.33M +$526K +10,415 +66%
RJA
47
Raymond James & Associates
Florida
$1.32M -$1.12M -22,264 -46%
Envestnet Asset Management
48
Envestnet Asset Management
Illinois
$1.24M -$173K -3,430 -12%
CWM
49
Cornerstone Wealth Management
Missouri
$1.24M +$1.24M +24,742 New
BSWMG
50
Barrington Strategic Wealth Management Group
Illinois
$1.24M -$39.4K -780 -3%
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