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iShares Core S&P US Value ETF
IUSV

Overview Fund Activity

210 hedge funds and large institutions have $2.72B invested in iShares Core S&P US Value ETF in 2018 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 88 increasing their positions, 45 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
210
Holders Change
+11
Holders Change %
+5.53%
% of All Funds
4.81%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.16%
New
26
Increased
88
Reduced
45
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$165M
2
Jones Financial Companies
Jones Financial Companies
Missouri
+$84.5M
3
LPL Financial
LPL Financial
California
+$41.4M
4
AF
Allworth Financial
California
+$25M
5
PAG
Private Advisor Group
New Jersey
+$12.3M

Top Sellers

1
RJA
Raymond James & Associates
Florida
-$11.7M
2
AL
Aspiriant LLC
California
-$3.22M
3
Wells Fargo
Wells Fargo
California
-$2.16M
4
EIC
Equity Investment Corp
Georgia
-$1.55M
5
AIM
Advantage Investment Management
Iowa
-$1.35M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAN
51
Cetera Advisor Networks
California
$3.25M +$49.2K +917 +2%
CI
52
CX Institutional
Indiana
$3.22M +$3.22M +59,908 New
IA
53
IFP Advisors
Florida
$3.1M +$384K +7,154 +14%
HCM
54
Howland Capital Management
Massachusetts
$2.9M – – –
RJA
55
Raymond James & Associates
Florida
$2.9M -$11.7M -218,750 -80%
Cambridge Investment Research Advisors
56
Cambridge Investment Research Advisors
Iowa
$2.88M +$110K +2,047 +4%
CGL
57
Clarius Group LLC
Washington
$2.12M +$2.12M +39,529 New
GP
58
Geneva Partners
Wisconsin
$2.11M -$56.1K -1,046 -3%
Natixis Advisors
59
Natixis Advisors
Massachusetts
$2.07M -$880K -16,407 -30%
SIAS
60
Shine Investment Advisory Services
Colorado
$2.01M -$30.4K -566 -1%
GRP
61
Global Retirement Partners
California
$1.98M +$364K +6,783 +22%
HCMT
62
Highland Capital Management (Tennessee)
Tennessee
$1.98M – – –
GP
63
Greenline Partners
New York
$1.94M – – –
FHA
64
Flagship Harbor Advisors
Massachusetts
$1.9M +$1.69M +31,420 +775%
FFG
65
Ford Financial Group
California
$1.89M +$120K +2,241 +7%
DLCIG
66
D.L. Carlson Investment Group
New Hampshire
$1.85M +$27.2K +507 +1%
BFC
67
Bedel Financial Consulting
Indiana
$1.8M -$29.7K -554 -2%
1WA
68
180 Wealth Advisors
Washington
$1.69M +$604K +11,256 +56%
Susquehanna International Group
69
Susquehanna International Group
Pennsylvania
$1.64M +$1.64M +30,532 New
BlackRock
70
BlackRock
New York
$1.6M +$4.88K +91 +0.3%
SE
71
Summit Equities
New Jersey
$1.59M +$29.8K +555 +2%
ACA
72
Atlas Capital Advisors
Wyoming
$1.59M -$130K -2,366 -8%
EIC
73
Equity Investment Corp
Georgia
$1.54M -$1.55M -28,810 -50%
TRCT
74
Tower Research Capital (TRC)
New York
$1.51M +$654K +12,193 +77%
RIA
75
Regal Investment Advisors
Michigan
$1.46M -$63.9K -1,190 -4%
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