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iShares Core S&P US Value ETF
IUSV

Overview Fund Activity

263 hedge funds and large institutions have $3.87B invested in iShares Core S&P US Value ETF in 2019 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 94 increasing their positions, 76 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
263
Holders Change
+10
Holders Change %
+3.95%
% of All Funds
5.7%
Holding in Top 10
13
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+30%
% of All Funds
0.28%
New
38
Increased
94
Reduced
76
Closed
27
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$96.3M
2
MFG
Merit Financial Group
Georgia
+$84.3M
3
LPL Financial
LPL Financial
California
+$34.6M
4
Morgan Stanley
Morgan Stanley
New York
+$19.1M
5
Wells Fargo
Wells Fargo
California
+$17.9M

Top Sellers

1
CIM
Confluence Investment Management
Missouri
-$29.2M
2
NIMC
NWQ Investment Management Company
California
-$18M
3
EIC
Equity Investment Corp
Georgia
-$14.9M
4
RJA
Raymond James & Associates
Florida
-$14.2M
5
Jones Financial Companies
Jones Financial Companies
Missouri
-$10M
Name Holding Trade Value Shares
Change 		Shares
Change %
MIM
26
Miller Investment Management
Pennsylvania
$15.7M -$194K -3,534 -1%
SSB
27
Sandy Spring Bank
Maryland
$15.4M +$682K +12,438 +5%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$15.4M +$29.4K +537 +0.2%
AF
29
Allworth Financial
California
$11.3M +$330K +6,019 +3%
FA
30
Fortis Advisors
Pennsylvania
$11.2M -$65.9K -1,202 -0.6%
BFEC
31
Benjamin F. Edwards & Company
Missouri
$10.8M +$1.78M +32,419 +20%
EWA
32
ERTS Wealth Advisors
Michigan
$10.3M +$2.49M +45,345 +32%
RJA
33
Raymond James & Associates
Florida
$9.63M -$14.2M -258,219 -60%
Northwestern Mutual Wealth Management
34
Northwestern Mutual Wealth Management
Wisconsin
$9.15M +$433K +7,906 +5%
TAIM
35
TD Ameritrade Investment Management
Nebraska
$8.8M -$581K -10,602 -6%
US Bancorp
36
US Bancorp
Minnesota
$8.77M +$108K +1,970 +1%
LTFS
37
Ladenburg Thalmann Financial Services
Florida
$8.25M +$1.73M +31,605 +27%
IWC
38
Integrated Wealth Concepts
Massachusetts
$8.22M +$377K +6,882 +5%
UCFA
39
United Capital Financial Advisors
Texas
$7.58M +$6.07M +110,642 +402%
TPWA
40
TRUE Private Wealth Advisors
Oregon
$7.57M +$166K +3,033 +2%
ECG
41
Edge Capital Group
Georgia
$7.55M -$199K -3,636 -3%
LFAS
42
Level Four Advisory Services
Texas
$7.54M +$2.26M +41,260 +43%
IWM
43
IHT Wealth Management
Illinois
$7.39M +$845K +15,418 +13%
GWM
44
Geneos Wealth Management
Colorado
$7.13M +$1.01M +18,332 +16%
AG
45
Advisor Group
Arizona
$6.09M -$332K -6,053 -5%
Carson Wealth (CWM LLC)
46
Carson Wealth (CWM LLC)
Nebraska
$6.01M -$4.38M -60,869 -42%
ST
47
Sentinel Trust
Texas
$5.76M +$5.76M +105,040 New
MML Investors Services
48
MML Investors Services
Massachusetts
$5.73M +$2.21M +40,318 +63%
BW
49
Biegel & Waller
Maryland
$5.13M +$55.2K +1,007 +1%
Cambridge Investment Research Advisors
50
Cambridge Investment Research Advisors
Iowa
$4.96M +$344K +6,276 +7%
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