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iShares Core S&P US Value ETF
IUSV

Overview Fund Activity

263 hedge funds and large institutions have $3.87B invested in iShares Core S&P US Value ETF in 2019 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 94 increasing their positions, 76 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
263
Holders Change
+10
Holders Change %
+3.95%
% of All Funds
5.7%
Holding in Top 10
13
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+30%
% of All Funds
0.28%
New
38
Increased
94
Reduced
76
Closed
27
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$96.3M
2
MFG
Merit Financial Group
Georgia
+$84.3M
3
LPL Financial
LPL Financial
California
+$34.6M
4
Morgan Stanley
Morgan Stanley
New York
+$19.1M
5
Wells Fargo
Wells Fargo
California
+$17.9M

Top Sellers

1
CIM
Confluence Investment Management
Missouri
-$29.2M
2
NIMC
NWQ Investment Management Company
California
-$18M
3
EIC
Equity Investment Corp
Georgia
-$14.9M
4
RJA
Raymond James & Associates
Florida
-$14.2M
5
Jones Financial Companies
Jones Financial Companies
Missouri
-$10M
Name Holding Trade Value Shares
Change 		Shares
Change %
Wealth Enhancement Advisory Services
51
Wealth Enhancement Advisory Services
Minnesota
$4.89M +$4.03M +70,705 +474%
CAN
52
Cetera Advisor Networks
California
$4.6M +$899K +16,407 +24%
TIM
53
Tortoise Investment Management
New York
$4.5M +$832K +15,166 +23%
JPMorgan Chase & Co
54
JPMorgan Chase & Co
New York
$4.44M +$799K +14,566 +22%
PCM
55
Peak Capital Management
Colorado
$4.29M -$1.56M -28,440 -27%
FPIS
56
Financial Planning & Information Services
Wisconsin
$4.23M -$7.73K -141 -0.2%
Natixis Advisors
57
Natixis Advisors
Massachusetts
$3.74M -$8.19M -149,371 -69%
EWM
58
Endurance Wealth Management
Rhode Island
$3.6M +$483K +8,811 +15%
AMG
59
Asset Management Group
Connecticut
$3.49M -$238K -4,340 -6%
FAAS
60
First Allied Advisory Services
California
$3.44M -$74.4K -1,356 -2%
Fidelity Investments
61
Fidelity Investments
Massachusetts
$3.35M -$116K -2,113 -3%
1WA
62
180 Wealth Advisors
Washington
$3.33M +$1.34M +23,854 +67%
FDCDDQ
63
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.03M -$915K -16,692 -23%
HCM
64
Howland Capital Management
Massachusetts
$2.96M – – –
LRIA
65
Leonard Rickey Investment Advisors
Washington
$2.74M +$112K +2,049 +4%
W
66
Wealthquest
Ohio
$2.43M -$79.4K -1,448 -3%
MCM
67
Mitchell Capital Management
Kansas
$2.37M +$2.37M +43,182 New
GRP
68
Global Retirement Partners
California
$2.37M +$10K +183 +0.4%
SPC
69
Sigma Planning Corp
Michigan
$2.33M +$417K +7,607 +22%
EPM
70
Elm Partners Management
Pennsylvania
$2.24M +$1.03M +18,705 +84%
LFS
71
Lutz Financial Services
Nebraska
$2.2M +$96.3K +1,756 +5%
CAC
72
Certified Advisory Corp
Florida
$2.15M +$1.71M +31,162 +386%
CM
73
Columbus Macro
Pennsylvania
$2.11M -$165K -3,005 -7%
DCM
74
Disciplina Capital Management
Tennessee
$2.08M +$2.08M +37,870 New
FFG
75
Ford Financial Group
California
$2.04M -$329 -6 -0%
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3
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