IUSV icon

iShares Core S&P US Value ETF
IUSV

Overview Fund Activity

126 hedge funds and large institutions have $747M invested in iShares Core S&P US Value ETF in 2017 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 48 increasing their positions, 28 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
126
Holders Change
+8
Holders Change %
+6.78%
% of All Funds
3.14%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.15%
New
24
Increased
48
Reduced
28
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$162M
2
Bank of America
Bank of America
North Carolina
+$81.4M
3
Jane Street
Jane Street
New York
+$8.96M
4
PAG
Private Advisor Group
New Jersey
+$7.36M
5
HighTower Advisors
HighTower Advisors
Illinois
+$6.47M

Top Sellers

1
MIAN
Mariner Independent Advisor Network
Kansas
-$10M
2
SPC
Sigma Planning Corp
Michigan
-$8.01M
3
AL
Aspiriant LLC
California
-$4.3M
4
CIM
Confluence Investment Management
Missouri
-$3.99M
5
SCM
Snow Capital Management
Pennsylvania
-$2.49M
Name Holding Trade Value Shares
Change 		Shares
Change %
NPC
51
National Planning Corporation
California
$1.21M +$154K +3,052 +15%
AIM
52
Advantage Investment Management
Iowa
$1.19M +$1.19M +23,624 New
First Manhattan
53
First Manhattan
New York
$1.13M +$1.13M +22,475 New
DDPIC
54
Deroy & Devereaux Private Investment Counsel
Michigan
$1.08M +$46.9K +929 +5%
NFP
55
Narus Financial Partners
Utah
$1.06M – – –
DLCIG
56
D.L. Carlson Investment Group
New Hampshire
$1.04M +$1.04M +20,560 New
ASN
57
Advisory Services Network
Georgia
$938K +$938K +18,582 New
SE
58
Summit Equities
New Jersey
$756K +$387K +7,670 +105%
JPMorgan Chase & Co
59
JPMorgan Chase & Co
New York
$753K +$160K +3,173 +27%
CAN
60
Cetera Advisor Networks
California
$752K +$180K +3,553 +31%
SCM
61
Sitrin Capital Management
California
$722K -$3.79K -75 -0.5%
MSAM
62
Moloney Securities Asset Management
Missouri
$689K +$395K +7,835 +135%
CL
63
CPWM LLC
Washington
$674K +$674K +13,345 New
UWPG
64
Ullmann Wealth Partners Group
Florida
$665K -$4.24K -84 -0.6%
Citigroup
65
Citigroup
New York
$637K -$16.8K -332 -3%
GRP
66
Global Retirement Partners
California
$590K +$590K +11,683 New
WT
67
Whittier Trust
California
$541K – – –
SC
68
Scotia Capital
Ontario, Canada
$531K – – –
RJFSA
69
Raymond James Financial Services Advisors
Florida
$528K -$22.2K -440 -4%
BCI
70
Brinker Capital Investments
Pennsylvania
$528K +$220K +4,365 +72%
IT
71
Independence Trust
Tennessee
$524K – – –
FHC
72
First Heartland Consultants
Missouri
$504K +$23.7K +470 +5%
PFA
73
Pure Financial Advisors
California
$497K -$15.1K -300 -3%
JPMPWA
74
J.P. Morgan Private Wealth Advisors
California
$492K -$1.09M -21,586 -69%
Creative Planning
75
Creative Planning
Kansas
$482K +$304K +6,018 +171%
1 2
3
4 5