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iShares Core S&P US Value ETF
IUSV

Overview Fund Activity

266 hedge funds and large institutions have $4.36B invested in iShares Core S&P US Value ETF in 2019 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 94 increasing their positions, 82 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
266
Holders Change
+1
Holders Change %
+0.38%
% of All Funds
5.84%
Holding in Top 10
16
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.67%
% of All Funds
0.35%
New
22
Increased
94
Reduced
82
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
$1.98B
2
LPL Financial
LPL Financial
California
$639M
3
Jane Street
Jane Street
New York
$16.6M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$28.7M
5
HighTower Advisors
HighTower Advisors
Illinois
$34.8M

Top Sellers

1
AWE
Avidian Wealth Enterprises
Texas
$665K
2
Wells Fargo
Wells Fargo
California
$20M
3
Jones Financial Companies
Jones Financial Companies
Missouri
$68.1M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$839K
5
BlackRock
BlackRock
New York
$57.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
TAIM
26
TD Ameritrade Investment Management
Nebraska
$18.6M +$9.36M +161,939 +101%
EWA
27
ERTS Wealth Advisors
Michigan
$16.7M +$5.4M +93,370 +48%
Jane Street
28
Jane Street
New York
$16.6M +$16.1M +278,669 +3,635%
MIM
29
Miller Investment Management
Pennsylvania
$16M -$325K -5,622 -2%
UCFA
30
United Capital Financial Advisors
Texas
$15.8M +$3.1M +53,603 +24%
BFEC
31
Benjamin F. Edwards & Company
Missouri
$14.7M +$2.05M +35,534 +16%
AF
32
Allworth Financial
California
$12.9M +$668K +11,551 +5%
ST
33
Sentinel Trust
Texas
$12.7M +$4.15M +71,877 +49%
FA
34
Fortis Advisors
Pennsylvania
$12.1M +$248K +4,297 +2%
IWM
35
IHT Wealth Management
Illinois
$12M +$3.08M +53,335 +35%
LTFS
36
Ladenburg Thalmann Financial Services
Florida
$11.1M +$129K +2,234 +1%
JPMorgan Chase & Co
37
JPMorgan Chase & Co
New York
$11.1M +$5.88M +101,797 +113%
RJA
38
Raymond James & Associates
Florida
$10.7M +$8.32K +144 +0.1%
PAG
39
Private Advisor Group
New Jersey
$9.9M -$448K -7,738 -4%
TPWA
40
TRUE Private Wealth Advisors
Oregon
$9.75M +$69K +1,194 +0.7%
GWM
41
Geneos Wealth Management
Colorado
$9.42M +$1.82M +31,607 +24%
Wealth Enhancement Advisory Services
42
Wealth Enhancement Advisory Services
Minnesota
$9.02M +$2.21M +38,345 +32%
IWC
43
Integrated Wealth Concepts
Massachusetts
$8.9M +$188K +3,249 +2%
US Bancorp
44
US Bancorp
Minnesota
$8.52M -$768K -13,284 -8%
BW
45
Biegel & Waller
Maryland
$8.47M +$3.2M +55,381 +61%
Northwestern Mutual Wealth Management
46
Northwestern Mutual Wealth Management
Wisconsin
$8.38M -$876K -15,155 -9%
MML Investors Services
47
MML Investors Services
Massachusetts
$8.05M -$828K -14,333 -9%
ECG
48
Edge Capital Group
Georgia
$7.72M -$268K -4,636 -3%
MCM
49
Mitchell Capital Management
Kansas
$7.12M +$569K +9,844 +9%
LFAS
50
Level Four Advisory Services
Texas
$7.03M -$2.06M -35,661 -23%
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