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iShares Core S&P US Value ETF
IUSV

Overview Fund Activity

253 hedge funds and large institutions have $3.29B invested in iShares Core S&P US Value ETF in 2018 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 97 increasing their positions, 46 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
253
Holders Change
+33
Holders Change %
+15%
% of All Funds
5.65%
Holding in Top 10
10
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.22%
New
68
Increased
97
Reduced
46
Closed
33
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$186M
2
Morgan Stanley
Morgan Stanley
New York
+$50.4M
3
LPL Financial
LPL Financial
California
+$31.2M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$30.7M
5
CIM
Confluence Investment Management
Missouri
+$28.6M

Top Sellers

1
BL
Balentine LLC
Georgia
-$92.4M
2
PPA
Parametric Portfolio Associates
Washington
-$87.1M
3
AC
Alleghany Corporation
New York
-$82.7M
4
CWM
Cornerstone Wealth Management
Missouri
-$32.2M
5
SRA
Summit Rock Advisors
New York
-$11.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
EIC
26
Equity Investment Corp
Georgia
$14.3M +$13.1M +267,856 +1,178%
MIM
27
Miller Investment Management
Pennsylvania
$14.3M +$19.1K +390 +0.1%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$13.8M +$1.43M +29,115 +12%
SSB
29
Sandy Spring Bank
Maryland
$13.2M +$1.21M +24,634 +10%
TVAMP
30
Tennessee Valley Asset Management Partners
Tennessee
$12.6M +$12.6M +256,461 New
Natixis Advisors
31
Natixis Advisors
Massachusetts
$10.7M +$9.46M +192,641 +771%
PAG
32
Private Advisor Group
New Jersey
$10.2M -$10.3M -209,860 -50%
FA
33
Fortis Advisors
Pennsylvania
$10.1M +$9.04M +184,157 +847%
AF
34
Allworth Financial
California
$9.82M +$9.81M +199,921 +327,739%
SCM
35
Snow Capital Management
Pennsylvania
$9.61M +$9.61M +195,661 New
TAIM
36
TD Ameritrade Investment Management
Nebraska
$8.4M +$4.7M +95,683 +127%
BFEC
37
Benjamin F. Edwards & Company
Missouri
$8.07M +$1.39M +28,225 +21%
Northwestern Mutual Wealth Management
38
Northwestern Mutual Wealth Management
Wisconsin
$7.81M +$4.65M +94,691 +147%
US Bancorp
39
US Bancorp
Minnesota
$7.76M +$939K +19,130 +14%
Carson Wealth (CWM LLC)
40
Carson Wealth (CWM LLC)
Nebraska
$7.09M +$832K +16,957 +13%
IWC
41
Integrated Wealth Concepts
Massachusetts
$7.03M +$333K +6,790 +5%
EWA
42
ERTS Wealth Advisors
Michigan
$7.01M +$7.01M +142,770 New
ECG
43
Edge Capital Group
Georgia
$6.94M +$6.94M +141,390 New
TPWA
44
TRUE Private Wealth Advisors
Oregon
$6.63M -$2.69M -54,788 -29%
IWM
45
IHT Wealth Management
Illinois
$5.86M +$585K +11,918 +11%
LTFS
46
Ladenburg Thalmann Financial Services
Florida
$5.83M +$585K +11,907 +11%
AG
47
Advisor Group
Arizona
$5.75M +$697K +14,205 +14%
Allianz Asset Management
48
Allianz Asset Management
Germany
$5.57M +$5.57M +113,361 New
ClearBridge Investments
49
ClearBridge Investments
New York
$5.47M +$5.47M +111,400 New
GWM
50
Geneos Wealth Management
Colorado
$5.44M +$543K +11,151 +11%
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