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iShares Core S&P US Value ETF
IUSV

Overview Fund Activity

266 hedge funds and large institutions have $4.36B invested in iShares Core S&P US Value ETF in 2019 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 94 increasing their positions, 82 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
266
Holders Change
+1
Holders Change %
+0.38%
% of All Funds
5.84%
Holding in Top 10
16
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.67%
% of All Funds
0.35%
New
22
Increased
94
Reduced
82
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
$1.98B
2
LPL Financial
LPL Financial
California
$639M
3
Jane Street
Jane Street
New York
$16.6M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$28.7M
5
HighTower Advisors
HighTower Advisors
Illinois
$34.8M

Top Sellers

1
AWE
Avidian Wealth Enterprises
Texas
$665K
2
Wells Fargo
Wells Fargo
California
$20M
3
Jones Financial Companies
Jones Financial Companies
Missouri
$68.1M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$839K
5
BlackRock
BlackRock
New York
$57.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
AG
51
Advisor Group
Arizona
$7M +$553K +9,565 +9%
Cambridge Investment Research Advisors
52
Cambridge Investment Research Advisors
Iowa
$6.34M +$1.04M +18,008 +20%
Carson Wealth (CWM LLC)
53
Carson Wealth (CWM LLC)
Nebraska
$6.01M – – –
ASN
54
Advisory Services Network
Georgia
$5.81M – – –
TIM
55
Tortoise Investment Management
New York
$5.55M +$85.5K +1,479 +2%
CAN
56
Cetera Advisor Networks
California
$5.43M +$243K +4,205 +5%
Natixis Advisors
57
Natixis Advisors
Massachusetts
$5.37M -$521K -9,013 -9%
GRP
58
Global Retirement Partners
California
$4.79M +$277K +4,787 +6%
1WA
59
180 Wealth Advisors
Washington
$4.11M +$492K +8,532 +14%
EWM
60
Endurance Wealth Management
Rhode Island
$4.07M – – –
FPIS
61
Financial Planning & Information Services
Wisconsin
$4M -$195K -3,374 -5%
Fidelity Investments
62
Fidelity Investments
Massachusetts
$3.7M +$251K +4,344 +7%
AMG
63
Asset Management Group
Connecticut
$3.67M – – –
DCM
64
Disciplina Capital Management
Tennessee
$3.54M – – –
FAAS
65
First Allied Advisory Services
California
$3.31M -$275K -4,756 -8%
SPC
66
Sigma Planning Corp
Michigan
$3.23M +$933K +16,141 +41%
FDCDDQ
67
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.22M -$15.1K -262 -0.5%
SF
68
Summit Financial
New Jersey
$3.13M +$629K +10,928 +25%
HCM
69
Howland Capital Management
Massachusetts
$3.12M – – –
LRIA
70
Leonard Rickey Investment Advisors
Washington
$3.02M +$11.9K +206 +0.4%
CAC
71
Certified Advisory Corp
Florida
$2.9M +$493K +8,527 +21%
CCM
72
Coldstream Capital Management
Washington
$2.42M -$68.7K -1,189 -3%
W
73
Wealthquest
Ohio
$2.37M -$88.9K -1,539 -4%
SWP
74
Stratos Wealth Partners
Ohio
$2.36M +$516K +8,933 +28%
LFS
75
Lutz Financial Services
Nebraska
$2.36M -$37.1K -641 -2%
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