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iShares Core S&P US Value ETF
IUSV

Overview Fund Activity

199 hedge funds and large institutions have $2.32B invested in iShares Core S&P US Value ETF in 2018 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 84 increasing their positions, 46 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
199
Holders Change
+11
Holders Change %
+5.85%
% of All Funds
4.57%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.18%
New
31
Increased
84
Reduced
46
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$202M
2
SRA
Summit Rock Advisors
New York
+$51.1M
3
LPL Financial
LPL Financial
California
+$39.8M
4
AL
Aspiriant LLC
California
+$34.5M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$13.3M

Top Sellers

1
Jane Street
Jane Street
New York
-$10.7M
2
WCAMG
Woodard & Company Asset Management Group
North Carolina
-$7.96M
3
PAG
Private Advisor Group
New Jersey
-$7.61M
4
CIM
Confluence Investment Management
Missouri
-$6.81M
5
EIC
Equity Investment Corp
Georgia
-$6.65M
Name Holding Trade Value Shares
Change 		Shares
Change %
IA
51
IFP Advisors
Florida
$2.8M – – –
Cambridge Investment Research Advisors
52
Cambridge Investment Research Advisors
Iowa
$2.74M +$399K +7,508 +17%
CWM
53
Cornerstone Wealth Management
Missouri
$2.58M +$283K +5,456 +12%
JPMorgan Chase & Co
54
JPMorgan Chase & Co
New York
$2.4M +$713K +13,423 +42%
LFAS
55
Level Four Advisory Services
Texas
$2.35M +$1.03M +19,415 +78%
GP
56
Geneva Partners
Wisconsin
$2.14M -$23.2K -436 -1%
AIM
57
Advantage Investment Management
Iowa
$2.04M -$127K -2,394 -6%
SIAS
58
Shine Investment Advisory Services
Colorado
$2.02M -$92K -1,732 -4%
HWP
59
Hefty Wealth Partners
Indiana
$2.01M +$28.9K +544 +1%
HCMT
60
Highland Capital Management (Tennessee)
Tennessee
$1.96M – – –
GP
61
Greenline Partners
New York
$1.92M – – –
SPC
62
Sigma Planning Corp
Michigan
$1.85M +$445K +8,369 +32%
BFC
63
Bedel Financial Consulting
Indiana
$1.81M +$1.61M +30,226 +775%
DLCIG
64
D.L. Carlson Investment Group
New Hampshire
$1.81M +$136K +2,560 +8%
FFG
65
Ford Financial Group
California
$1.75M +$112K +2,107 +7%
MML Investors Services
66
MML Investors Services
Massachusetts
$1.72M +$770K +14,501 +81%
ACA
67
Atlas Capital Advisors
Wyoming
$1.66M +$1.66M +31,311 New
GRP
68
Global Retirement Partners
California
$1.6M +$234K +4,399 +17%
BlackRock
69
BlackRock
New York
$1.58M -$4.14K -78 -0.3%
SE
70
Summit Equities
New Jersey
$1.55M -$17.7K -333 -1%
RIA
71
Regal Investment Advisors
Michigan
$1.51M +$20K +376 +1%
BSW
72
Buckingham Strategic Wealth
Missouri
$1.49M -$67.3K -1,266 -4%
TC
73
Telemus Capital
Michigan
$1.44M +$57.9K +1,091 +4%
CT
74
CPF Texas
Texas
$1.31M +$176K +3,305 +15%
FAIM
75
Financial Advocates Investment Management
Washington
$1.24M +$154K +2,890 +14%
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