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iShares Core S&P US Value ETF
IUSV

Overview Fund Activity

265 hedge funds and large institutions have $4.09B invested in iShares Core S&P US Value ETF in 2019 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 118 increasing their positions, 60 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
265
Holders Change
+2
Holders Change %
+0.76%
% of All Funds
5.76%
Holding in Top 10
15
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+15.38%
% of All Funds
0.33%
New
28
Increased
118
Reduced
60
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
$1.83B
2
BL
Balentine LLC
Georgia
$146M
3
LPL Financial
LPL Financial
California
$603M
4
CG
Colony Group
Massachusetts
$18.8M
5
Morgan Stanley
Morgan Stanley
New York
$155M

Top Sellers

1
MFG
Merit Financial Group
Georgia
$0
2
Goldman Sachs
Goldman Sachs
New York
$23.3M
3
BlackRock
BlackRock
New York
$60M
4
PAG
Private Advisor Group
New Jersey
$10.1M
5
Jones Financial Companies
Jones Financial Companies
Missouri
$75.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$15.5M -$362K -6,391 -2%
Thrivent Financial for Lutherans
27
Thrivent Financial for Lutherans
Minnesota
$12.4M +$11M +194,097 +762%
UCFA
28
United Capital Financial Advisors
Texas
$12.4M +$4.59M +81,085 +59%
BFEC
29
Benjamin F. Edwards & Company
Missouri
$12.4M +$1.24M +21,941 +11%
AF
30
Allworth Financial
California
$12M +$322K +5,680 +3%
FA
31
Fortis Advisors
Pennsylvania
$11.7M +$63.7K +1,125 +0.5%
EWA
32
ERTS Wealth Advisors
Michigan
$11.1M +$455K +8,038 +4%
LTFS
33
Ladenburg Thalmann Financial Services
Florida
$10.8M +$2.28M +40,200 +27%
RJA
34
Raymond James & Associates
Florida
$10.5M +$509K +8,984 +5%
PAG
35
Private Advisor Group
New Jersey
$10.1M -$15.7M -277,877 -61%
TPWA
36
TRUE Private Wealth Advisors
Oregon
$9.49M +$1.66M +29,339 +21%
US Bancorp
37
US Bancorp
Minnesota
$9.11M +$43.1K +761 +0.5%
Northwestern Mutual Wealth Management
38
Northwestern Mutual Wealth Management
Wisconsin
$9.08M -$380K -6,703 -4%
TAIM
39
TD Ameritrade Investment Management
Nebraska
$9.07M -$23.9K -422 -0.3%
LFAS
40
Level Four Advisory Services
Texas
$8.91M +$1.12M +19,816 +14%
IWM
41
IHT Wealth Management
Illinois
$8.75M +$1.11M +19,535 +14%
MML Investors Services
42
MML Investors Services
Massachusetts
$8.7M +$2.78M +49,101 +47%
IWC
43
Integrated Wealth Concepts
Massachusetts
$8.54M +$41.5K +732 +0.5%
ST
44
Sentinel Trust
Texas
$8.39M +$2.44M +43,000 +41%
ECG
45
Edge Capital Group
Georgia
$7.83M +$27.3K +482 +0.3%
GWM
46
Geneos Wealth Management
Colorado
$7.5M +$129K +2,284 +2%
Wealth Enhancement Advisory Services
47
Wealth Enhancement Advisory Services
Minnesota
$6.86M +$1.88M +32,409 +38%
MCM
48
Mitchell Capital Management
Kansas
$6.42M +$3.97M +70,083 +162%
AG
49
Advisor Group
Arizona
$6.32M +$30.3K +535 +0.5%
Carson Wealth (CWM LLC)
50
Carson Wealth (CWM LLC)
Nebraska
$6.01M – – –
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