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iShares Core S&P US Value ETF
IUSV

Overview Fund Activity

220 hedge funds and large institutions have $3.5B invested in iShares Core S&P US Value ETF in 2018 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 97 increasing their positions, 47 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
220
Holders Change
+10
Holders Change %
+4.76%
% of All Funds
5.04%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.23%
New
24
Increased
97
Reduced
47
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BL
Balentine LLC
Georgia
+$202M
2
Bank of America
Bank of America
North Carolina
+$166M
3
PPA
Parametric Portfolio Associates
Washington
+$135M
4
BlackRock
BlackRock
New York
+$81.2M
5
LPL Financial
LPL Financial
California
+$32.2M

Top Sellers

1
SRA
Summit Rock Advisors
New York
-$54M
2
AF
Allworth Financial
California
-$22.9M
3
Citadel Advisors
Citadel Advisors
Florida
-$6.92M
4
TF
TIAA FSB
Florida
-$4.8M
5
Ameriprise
Ameriprise
Minnesota
-$3.76M
Name Holding Trade Value Shares
Change 		Shares
Change %
Northwestern Mutual Wealth Management
51
Northwestern Mutual Wealth Management
Wisconsin
$3.63M +$58K +1,029 +2%
CAN
52
Cetera Advisor Networks
California
$3.62M +$204K +3,614 +6%
Cambridge Investment Research Advisors
53
Cambridge Investment Research Advisors
Iowa
$3.62M +$590K +10,468 +20%
Fidelity Investments
54
Fidelity Investments
Massachusetts
$3.58M +$116K +2,049 +3%
RJA
55
Raymond James & Associates
Florida
$3.57M +$526K +9,322 +17%
MML Investors Services
56
MML Investors Services
Massachusetts
$3.2M +$1.81M +32,109 +130%
HCM
57
Howland Capital Management
Massachusetts
$3.05M – – –
FHA
58
Flagship Harbor Advisors
Massachusetts
$2.37M +$360K +6,357 +18%
GRP
59
Global Retirement Partners
California
$2.27M +$187K +3,317 +9%
CGL
60
Clarius Group LLC
Washington
$2.23M – – –
IA
61
IFP Advisors
Florida
$2.23M -$1.03M -18,236 -32%
ACA
62
Atlas Capital Advisors
Wyoming
$2.21M +$571K +10,067 +35%
GP
63
Geneva Partners
Wisconsin
$2.19M -$27.1K -481 -1%
SIAS
64
Shine Investment Advisory Services
Colorado
$2.18M +$61.6K +1,092 +3%
HCMT
65
Highland Capital Management (Tennessee)
Tennessee
$2.08M -$282 -5 -0%
SPC
66
Sigma Planning Corp
Michigan
$2.06M +$592K +10,497 +40%
1WA
67
180 Wealth Advisors
Washington
$2.05M +$275K +4,874 +16%
GP
68
Greenline Partners
New York
$2.03M – – –
FFG
69
Ford Financial Group
California
$2.03M +$43.2K +763 +2%
BFC
70
Bedel Financial Consulting
Indiana
$1.84M – – –
PFM
71
Phillips Financial Management
Indiana
$1.73M +$1.73M +30,644 New
FAIM
72
Financial Advocates Investment Management
Washington
$1.69M +$175K +3,100 +12%
SE
73
Summit Equities
New Jersey
$1.68M +$9.98K +177 +0.6%
TA
74
Townsend & Associates
Colorado
$1.55M +$508K +9,008 +49%
CT
75
CPF Texas
Texas
$1.52M +$89.6K +1,589 +6%
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