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iShares Core S&P US Value ETF
IUSV

Overview Fund Activity

126 hedge funds and large institutions have $747M invested in iShares Core S&P US Value ETF in 2017 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 48 increasing their positions, 28 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
126
Holders Change
+8
Holders Change %
+6.78%
% of All Funds
3.14%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.15%
New
24
Increased
48
Reduced
28
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$162M
2
Bank of America
Bank of America
North Carolina
+$81.4M
3
Jane Street
Jane Street
New York
+$8.96M
4
PAG
Private Advisor Group
New Jersey
+$7.36M
5
HighTower Advisors
HighTower Advisors
Illinois
+$6.47M

Top Sellers

1
MIAN
Mariner Independent Advisor Network
Kansas
-$10M
2
SPC
Sigma Planning Corp
Michigan
-$8.01M
3
AL
Aspiriant LLC
California
-$4.3M
4
CIM
Confluence Investment Management
Missouri
-$3.99M
5
SCM
Snow Capital Management
Pennsylvania
-$2.49M
Name Holding Trade Value Shares
Change 		Shares
Change %
FAAS
76
First Allied Advisory Services
California
$453K -$1.39M -27,517 -75%
LFAS
77
Level Four Advisory Services
Texas
$392K +$392K +7,818 New
ZIC
78
ZWJ Investment Counsel
Georgia
$383K +$383K +7,590 New
Janney Montgomery Scott
79
Janney Montgomery Scott
Pennsylvania
$370K -$78.7K -1,558 -18%
NPF
80
Norris Perne & French
Michigan
$352K – – –
AP
81
Appleton Partners
Massachusetts
$345K +$345K +6,825 New
Bank of Montreal
82
Bank of Montreal
Ontario, Canada
$318K +$304K +6,030 +2,161%
RBC
83
Roble Belko & Company
Pennsylvania
$309K – – –
PJSIMP
84
P.J. Schmidt Investment Management (PJS)
Wisconsin
$305K +$5.24K +104 +2%
LI
85
LVZ Inc
Michigan
$294K -$181K -3,578 -38%
CB
86
Commerce Bank
Missouri
$293K – – –
NB
87
Nicolet Bankshares
Wisconsin
$290K – – –
CA
88
Cetera Advisors
Colorado
$262K +$10.1K +201 +4%
PFA
89
Pinnacle Family Advisors
Missouri
$260K +$260K +5,150 New
DJSG
90
D.J. St. Germain
Massachusetts
$247K – – –
KIA
91
KCM Investment Advisors
California
$233K – – –
OIA
92
Optimum Investment Advisors
Illinois
$227K -$101K -2,000 -31%
PTC
93
Private Trust Company
Ohio
$223K +$223K +4,434 New
CFA
94
Carroll Financial Associates
North Carolina
$215K +$102K +2,030 +91%
SB
95
Suntrust Banks
Georgia
$211K +$211K +4,725 New
SCM
96
SOL Capital Management
Maryland
$205K +$205K +4,060 New
BRWA
97
B. Riley Wealth Advisors
Florida
$204K +$204K +4,026 New
SSB
98
Sandy Spring Bank
Maryland
$203K -$16.9K -335 -8%
PFGIA
99
Patriot Financial Group Insurance Agency
Massachusetts
$198K +$198K +3,942 New
CAL
100
Capital Analysts LLC
Pennsylvania
$171K – – –
2 3
4
5 6