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iShares Core S&P US Value ETF
IUSV

Overview Fund Activity

220 hedge funds and large institutions have $3.5B invested in iShares Core S&P US Value ETF in 2018 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 97 increasing their positions, 47 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
220
Holders Change
+10
Holders Change %
+4.76%
% of All Funds
5.04%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.23%
New
24
Increased
97
Reduced
47
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BL
Balentine LLC
Georgia
+$202M
2
Bank of America
Bank of America
North Carolina
+$166M
3
PPA
Parametric Portfolio Associates
Washington
+$135M
4
BlackRock
BlackRock
New York
+$81.2M
5
LPL Financial
LPL Financial
California
+$32.2M

Top Sellers

1
SRA
Summit Rock Advisors
New York
-$54M
2
AF
Allworth Financial
California
-$22.9M
3
Citadel Advisors
Citadel Advisors
Florida
-$6.92M
4
TF
TIAA FSB
Florida
-$4.8M
5
Ameriprise
Ameriprise
Minnesota
-$3.76M
Name Holding Trade Value Shares
Change 		Shares
Change %
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$14.2M +$262K +4,643 +2%
SSB
27
Sandy Spring Bank
Maryland
$13.8M +$1.95M +34,575 +17%
SRA
28
Summit Rock Advisors
New York
$11.9M -$54M -958,002 -82%
TPWA
29
TRUE Private Wealth Advisors
Oregon
$10.8M +$1.8M +31,701 +20%
TF
30
TIAA FSB
Florida
$10.3M -$4.8M -85,183 -32%
US Bancorp
31
US Bancorp
Minnesota
$7.83M -$335K -5,937 -4%
IWC
32
Integrated Wealth Concepts
Massachusetts
$7.71M -$350K -6,178 -4%
BFEC
33
Benjamin F. Edwards & Company
Missouri
$7.68M +$1.3M +23,064 +20%
Carson Wealth (CWM LLC)
34
Carson Wealth (CWM LLC)
Nebraska
$7.18M +$2.36M +41,853 +49%
Susquehanna International Group
35
Susquehanna International Group
Pennsylvania
$6.81M +$5.08M +90,165 +295%
Jane Street
36
Jane Street
New York
$6.57M +$462K +8,191 +8%
IWM
37
IHT Wealth Management
Illinois
$6.06M +$2.1M +37,208 +53%
LTFS
38
Ladenburg Thalmann Financial Services
Florida
$6.02M -$450K -7,980 -7%
RJFSA
39
Raymond James Financial Services Advisors
Florida
$5.84M +$1.44M +25,488 +33%
AG
40
Advisor Group
Arizona
$5.8M +$900K +15,957 +18%
GWM
41
Geneos Wealth Management
Colorado
$5.67M +$1.06M +18,748 +23%
PCM
42
Peak Capital Management
Colorado
$5.52M +$968K +17,798 +21%
BW
43
Biegel & Waller
Maryland
$4.65M +$600K +10,641 +15%
FPIS
44
Financial Planning & Information Services
Wisconsin
$4.55M -$200K -3,546 -4%
LFAS
45
Level Four Advisory Services
Texas
$4.45M +$904K +16,037 +25%
TAIM
46
TD Ameritrade Investment Management
Nebraska
$4.25M -$926K -16,423 -18%
FDCDDQ
47
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.98M +$3.44K +61 +0.1%
JPMorgan Chase & Co
48
JPMorgan Chase & Co
New York
$3.81M +$17.9K +318 +0.5%
AMG
49
Asset Management Group
Connecticut
$3.78M +$22.1K +392 +0.6%
CI
50
CX Institutional
Indiana
$3.74M +$358K +6,357 +11%
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