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iShares Core S&P US Value ETF
IUSV

Overview Fund Activity

199 hedge funds and large institutions have $2.32B invested in iShares Core S&P US Value ETF in 2018 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 84 increasing their positions, 46 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
199
Holders Change
+11
Holders Change %
+5.85%
% of All Funds
4.57%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.18%
New
31
Increased
84
Reduced
46
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$202M
2
SRA
Summit Rock Advisors
New York
+$51.1M
3
LPL Financial
LPL Financial
California
+$39.8M
4
AL
Aspiriant LLC
California
+$34.5M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$13.3M

Top Sellers

1
Jane Street
Jane Street
New York
-$10.7M
2
WCAMG
Woodard & Company Asset Management Group
North Carolina
-$7.96M
3
PAG
Private Advisor Group
New Jersey
-$7.61M
4
CIM
Confluence Investment Management
Missouri
-$6.81M
5
EIC
Equity Investment Corp
Georgia
-$6.65M
Name Holding Trade Value Shares
Change 		Shares
Change %
EA
26
Edge Advisors
Georgia
$9.22M -$2.21M -41,685 -19%
TF
27
TIAA FSB
Florida
$8.31M +$3.71M +69,882 +81%
TPWA
28
TRUE Private Wealth Advisors
Oregon
$7.91M -$102K -1,919 -1%
US Bancorp
29
US Bancorp
Minnesota
$7.65M +$2.99M +56,263 +64%
IWC
30
Integrated Wealth Concepts
Massachusetts
$7.17M +$219K +4,213 +3%
LTFS
31
Ladenburg Thalmann Financial Services
Florida
$6.1M +$279K +5,249 +5%
PAG
32
Private Advisor Group
New Jersey
$5.26M -$7.61M -143,168 -59%
BFEC
33
Benjamin F. Edwards & Company
Missouri
$4.98M +$2.14M +40,296 +75%
RJFSA
34
Raymond James Financial Services Advisors
Florida
$4.61M +$3.85M +72,494 +510%
AG
35
Advisor Group
Arizona
$4.54M -$1.72M -32,337 -27%
PCM
36
Peak Capital Management
Colorado
$4.51M -$175K -3,287 -4%
FPIS
37
Financial Planning & Information Services
Wisconsin
$4.49M -$54.1K -1,018 -1%
Jane Street
38
Jane Street
New York
$4.39M -$10.7M -200,593 -71%
TAIM
39
TD Ameritrade Investment Management
Nebraska
$4.39M +$4.38M +82,423 +68,118%
BW
40
Biegel & Waller
Maryland
$3.64M +$752K +14,162 +26%
FDCDDQ
41
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.57M +$157K +2,948 +5%
AMG
42
Asset Management Group
Connecticut
$3.54M -$44.8K -844 -1%
Northwestern Mutual Wealth Management
43
Northwestern Mutual Wealth Management
Wisconsin
$3.41M +$663K +12,491 +24%
CAN
44
Cetera Advisor Networks
California
$3.17M +$436K +8,224 +16%
IWM
45
IHT Wealth Management
Illinois
$3.07M +$1.03M +19,791 +50%
EIC
46
Equity Investment Corp
Georgia
$3.05M -$6.65M -125,202 -69%
Fidelity Investments
47
Fidelity Investments
Massachusetts
$3.01M +$98.2K +1,848 +3%
Natixis Advisors
48
Natixis Advisors
Massachusetts
$2.92M +$941K +17,705 +48%
GWM
49
Geneos Wealth Management
Colorado
$2.91M +$968K +18,227 +50%
HCM
50
Howland Capital Management
Massachusetts
$2.87M – – –
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