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iShares Core S&P US Value ETF
IUSV

Overview Fund Activity

210 hedge funds and large institutions have $2.72B invested in iShares Core S&P US Value ETF in 2018 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 88 increasing their positions, 45 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
210
Holders Change
+11
Holders Change %
+5.53%
% of All Funds
4.81%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.16%
New
26
Increased
88
Reduced
45
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$165M
2
Jones Financial Companies
Jones Financial Companies
Missouri
+$84.5M
3
LPL Financial
LPL Financial
California
+$41.4M
4
AF
Allworth Financial
California
+$25M
5
PAG
Private Advisor Group
New Jersey
+$12.3M

Top Sellers

1
RJA
Raymond James & Associates
Florida
-$11.7M
2
AL
Aspiriant LLC
California
-$3.22M
3
Wells Fargo
Wells Fargo
California
-$2.16M
4
EIC
Equity Investment Corp
Georgia
-$1.55M
5
AIM
Advantage Investment Management
Iowa
-$1.35M
Name Holding Trade Value Shares
Change 		Shares
Change %
SSB
26
Sandy Spring Bank
Maryland
$11.2M +$1.5M +27,926 +15%
CWM
27
Cornerstone Wealth Management
Missouri
$10.8M +$9.84M +527,541 +1,063%
EA
28
Edge Advisors
Georgia
$9.31M -$9.02K -168 -0.1%
TPWA
29
TRUE Private Wealth Advisors
Oregon
$8.54M +$502K +9,293 +6%
US Bancorp
30
US Bancorp
Minnesota
$7.77M +$43.2K +805 +0.6%
IWC
31
Integrated Wealth Concepts
Massachusetts
$7.64M +$241K +4,503 +3%
Citadel Advisors
32
Citadel Advisors
Florida
$6.92M +$6.92M +128,884 New
LTFS
33
Ladenburg Thalmann Financial Services
Florida
$6.1M – – –
BFEC
34
Benjamin F. Edwards & Company
Missouri
$6.07M +$1.04M +19,393 +21%
Jane Street
35
Jane Street
New York
$5.82M +$1.38M +25,768 +31%
TAIM
36
TD Ameritrade Investment Management
Nebraska
$4.93M +$495K +9,229 +11%
AG
37
Advisor Group
Arizona
$4.66M +$75K +1,397 +2%
Carson Wealth (CWM LLC)
38
Carson Wealth (CWM LLC)
Nebraska
$4.59M +$3.94M +73,376 +605%
FPIS
39
Financial Planning & Information Services
Wisconsin
$4.53M -$12.9K -240 -0.3%
PCM
40
Peak Capital Management
Colorado
$4.49M -$66.1K -1,232 -1%
GWM
41
Geneos Wealth Management
Colorado
$4.39M +$1.45M +26,967 +49%
RJFSA
42
Raymond James Financial Services Advisors
Florida
$4.19M -$467K -8,698 -10%
BW
43
Biegel & Waller
Maryland
$3.86M +$186K +3,470 +5%
FDCDDQ
44
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.79M +$179K +3,327 +5%
IWM
45
IHT Wealth Management
Illinois
$3.77M +$601K +11,191 +19%
JPMorgan Chase & Co
46
JPMorgan Chase & Co
New York
$3.61M +$1.18M +22,012 +49%
AMG
47
Asset Management Group
Connecticut
$3.58M – – –
Northwestern Mutual Wealth Management
48
Northwestern Mutual Wealth Management
Wisconsin
$3.4M -$45.7K -851 -1%
LFAS
49
Level Four Advisory Services
Texas
$3.38M +$1,000K +18,619 +42%
Fidelity Investments
50
Fidelity Investments
Massachusetts
$3.3M +$254K +4,729 +8%
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