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iShares Core S&P US Value ETF
IUSV

Overview Fund Activity

253 hedge funds and large institutions have $3.29B invested in iShares Core S&P US Value ETF in 2018 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 97 increasing their positions, 46 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
253
Holders Change
+33
Holders Change %
+15%
% of All Funds
5.65%
Holding in Top 10
10
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.22%
New
68
Increased
97
Reduced
46
Closed
33
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$186M
2
Morgan Stanley
Morgan Stanley
New York
+$50.4M
3
LPL Financial
LPL Financial
California
+$31.2M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$30.7M
5
CIM
Confluence Investment Management
Missouri
+$28.6M

Top Sellers

1
BL
Balentine LLC
Georgia
-$92.4M
2
PPA
Parametric Portfolio Associates
Washington
-$87.1M
3
AC
Alleghany Corporation
New York
-$82.7M
4
CWM
Cornerstone Wealth Management
Missouri
-$32.2M
5
SRA
Summit Rock Advisors
New York
-$11.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCM
51
Peak Capital Management
Colorado
$5.23M +$255K +5,185 +5%
SBL
52
Sargent Bickham Lagudis
Colorado
$5.18M +$5.12M +104,350 +9,854%
CI
53
CX Institutional
Indiana
$4.95M +$1.69M +34,479 +52%
LFAS
54
Level Four Advisory Services
Texas
$4.72M +$844K +17,203 +22%
BW
55
Biegel & Waller
Maryland
$4.54M +$489K +9,967 +12%
DIA
56
Dean Investment Associates
Ohio
$4.51M +$4.51M +91,833 New
Cambridge Investment Research Advisors
57
Cambridge Investment Research Advisors
Iowa
$4.14M +$988K +20,120 +31%
Boston Partners
58
Boston Partners
Massachusetts
$3.99M +$3.99M +81,195 New
FPIS
59
Financial Planning & Information Services
Wisconsin
$3.8M -$167K -3,403 -4%
FDCDDQ
60
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.53M +$62.1K +1,264 +2%
AMG
61
Asset Management Group
Connecticut
$3.33M +$41.1K +838 +1%
CAN
62
Cetera Advisor Networks
California
$3.31M +$156K +3,170 +5%
TIM
63
Tortoise Investment Management
New York
$3.28M +$2.44M +49,738 +291%
JPMorgan Chase & Co
64
JPMorgan Chase & Co
New York
$3.26M -$52.8K -1,076 -2%
MML Investors Services
65
MML Investors Services
Massachusetts
$3.15M +$359K +7,317 +13%
FAAS
66
First Allied Advisory Services
California
$3.14M +$2.41M +49,108 +331%
Fidelity Investments
67
Fidelity Investments
Massachusetts
$3.11M -$11.6K -236 -0.4%
BTS
68
BB&T Securities
Virginia
$2.91M +$2.05M +41,776 +238%
WHG
69
Westwood Holdings Group
Texas
$2.9M +$2.9M +59,126 New
EWM
70
Endurance Wealth Management
Rhode Island
$2.79M +$2.79M +56,875 New
HCM
71
Howland Capital Management
Massachusetts
$2.65M – – –
LRIA
72
Leonard Rickey Investment Advisors
Washington
$2.35M +$2.35M +47,887 New
W
73
Wealthquest
Ohio
$2.24M +$2.24M +45,732 New
GRP
74
Global Retirement Partners
California
$2.11M +$132K +2,683 +7%
CM
75
Columbus Macro
Pennsylvania
$2.04M +$2.04M +41,471 New
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