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iShares Core S&P US Value ETF
IUSV

Overview Fund Activity

265 hedge funds and large institutions have $4.09B invested in iShares Core S&P US Value ETF in 2019 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 118 increasing their positions, 60 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
265
Holders Change
+2
Holders Change %
+0.76%
% of All Funds
5.76%
Holding in Top 10
15
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+15.38%
% of All Funds
0.33%
New
28
Increased
118
Reduced
60
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
$1.83B
2
BL
Balentine LLC
Georgia
$146M
3
LPL Financial
LPL Financial
California
$603M
4
CG
Colony Group
Massachusetts
$18.8M
5
Morgan Stanley
Morgan Stanley
New York
$155M

Top Sellers

1
MFG
Merit Financial Group
Georgia
$0
2
Goldman Sachs
Goldman Sachs
New York
$23.3M
3
BlackRock
BlackRock
New York
$60M
4
PAG
Private Advisor Group
New Jersey
$10.1M
5
Jones Financial Companies
Jones Financial Companies
Missouri
$75.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
ASN
51
Advisory Services Network
Georgia
$5.81M +$5.21M +91,909 +867%
Natixis Advisors
52
Natixis Advisors
Massachusetts
$5.78M +$1.91M +33,689 +49%
TIM
53
Tortoise Investment Management
New York
$5.36M +$713K +12,587 +15%
Cambridge Investment Research Advisors
54
Cambridge Investment Research Advisors
Iowa
$5.2M +$69.1K +1,219 +1%
Susquehanna International Group
55
Susquehanna International Group
Pennsylvania
$5.18M +$3.99M +70,440 +335%
BW
56
Biegel & Waller
Maryland
$5.16M -$138K -2,431 -3%
CAN
57
Cetera Advisor Networks
California
$5.08M +$331K +5,845 +7%
JPMorgan Chase & Co
58
JPMorgan Chase & Co
New York
$5.06M +$512K +9,106 +11%
GRP
59
Global Retirement Partners
California
$4.43M +$1.98M +34,998 +81%
FPIS
60
Financial Planning & Information Services
Wisconsin
$4.11M -$264K -4,666 -6%
EWM
61
Endurance Wealth Management
Rhode Island
$3.99M +$268K +4,725 +7%
AMG
62
Asset Management Group
Connecticut
$3.59M -$7.93K -140 -0.2%
1WA
63
180 Wealth Advisors
Washington
$3.56M +$187K +3,291 +6%
FAAS
64
First Allied Advisory Services
California
$3.51M -$32.4K -572 -0.9%
DCM
65
Disciplina Capital Management
Tennessee
$3.47M +$1.32M +23,305 +62%
Fidelity Investments
66
Fidelity Investments
Massachusetts
$3.38M -$82.2K -1,451 -2%
FDCDDQ
67
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.17M +$39.8K +703 +1%
HCM
68
Howland Capital Management
Massachusetts
$3.06M – – –
LRIA
69
Leonard Rickey Investment Advisors
Washington
$2.95M +$117K +2,064 +4%
TA
70
Townsend & Associates
Colorado
$2.81M +$953K +16,575 +51%
EPM
71
Elm Partners Management
Pennsylvania
$2.7M +$379K +6,685 +16%
SF
72
Summit Financial
New Jersey
$2.47M +$473K +8,354 +24%
CCM
73
Coldstream Capital Management
Washington
$2.43M +$2.43M +42,974 New
W
74
Wealthquest
Ohio
$2.41M -$101K -1,782 -4%
CAC
75
Certified Advisory Corp
Florida
$2.36M +$132K +2,336 +6%
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