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iShares Core S&P US Value ETF
IUSV

Overview Fund Activity

147 hedge funds and large institutions have $1.48B invested in iShares Core S&P US Value ETF in 2017 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 64 increasing their positions, 30 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
147
Holders Change
+4
Holders Change %
+2.8%
% of All Funds
3.67%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.12%
New
20
Increased
64
Reduced
30
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
$614M
2
LPL Financial
LPL Financial
California
$318M
3
AWE
Avidian Wealth Enterprises
Texas
$19.6M
4
MIM
Miller Investment Management
Pennsylvania
$15.1M
5
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$31.8M

Top Sellers

1
AC
Alleghany Corporation
New York
$0
2
MIAN
Mariner Independent Advisor Network
Kansas
$0
3
AL
Aspiriant LLC
California
$64.8M
4
BPB
Badgley, Phelps & Bell
Washington
$0
5
PAG
Private Advisor Group
New Jersey
$13.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
LTFS
26
Ladenburg Thalmann Financial Services
Florida
$5.64M +$754K +14,395 +15%
AG
27
Advisor Group
Arizona
$4.97M +$666K +12,717 +15%
PCM
28
Peak Capital Management
Colorado
$4.61M +$605K +11,564 +15%
FPIS
29
Financial Planning & Information Services
Wisconsin
$4.54M -$139K -2,655 -3%
US Bancorp
30
US Bancorp
Minnesota
$4.5M +$283K +5,406 +7%
EIC
31
Equity Investment Corp
Georgia
$4.11M -$2.9M -55,346 -41%
AMG
32
Asset Management Group
Connecticut
$3.6M -$68.5K -1,308 -2%
FDCDDQ
33
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.33M +$62.4K +1,192 +2%
TSS
34
Two Sigma Securities
New York
$3.2M +$3.2M +61,105 New
Fidelity Investments
35
Fidelity Investments
Massachusetts
$2.88M -$41.9K -801 -1%
HCM
36
Howland Capital Management
Massachusetts
$2.83M – – –
Northwestern Mutual Wealth Management
37
Northwestern Mutual Wealth Management
Wisconsin
$2.61M +$223K +4,263 +9%
Boston Partners
38
Boston Partners
Massachusetts
$2.55M – – –
IA
39
IFP Advisors
Florida
$2.53M -$130K -2,476 -5%
TF
40
TIAA FSB
Florida
$2.43M +$480K +9,167 +25%
GP
41
Geneva Partners
Wisconsin
$2.16M +$2.16M +41,255 New
SIAS
42
Shine Investment Advisory Services
Colorado
$2.03M +$504K +9,635 +33%
AIM
43
Advantage Investment Management
Iowa
$2M +$490K +9,358 +33%
BCI
44
Brinker Capital Investments
Pennsylvania
$1.99M +$1.32M +25,176 +196%
Cambridge Investment Research Advisors
45
Cambridge Investment Research Advisors
Iowa
$1.89M +$224K +4,281 +13%
RJA
46
Raymond James & Associates
Florida
$1.88M +$248K +4,729 +15%
HWP
47
Hefty Wealth Partners
Indiana
$1.86M +$115K +2,206 +7%
Natixis Advisors
48
Natixis Advisors
Massachusetts
$1.85M -$133K -2,534 -7%
FA
49
Fortis Advisors
Pennsylvania
$1.8M +$1.8M +34,279 New
IWM
50
IHT Wealth Management
Illinois
$1.77M +$29.1K +551 +2%
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