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iShares Core S&P US Value ETF
IUSV

Overview Fund Activity

147 hedge funds and large institutions have $1.48B invested in iShares Core S&P US Value ETF in 2017 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 64 increasing their positions, 30 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
147
Holders Change
+4
Holders Change %
+2.8%
% of All Funds
3.67%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.12%
New
20
Increased
64
Reduced
30
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$614M
2
LPL Financial
2
LPL Financial
California
$318M
3
AWE
3
Avidian Wealth Enterprises
Texas
$19.6M
4
MIM
4
Miller Investment Management
Pennsylvania
$15.1M
5
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$31.8M

Top Sellers

1
AC
1
Alleghany Corporation
New York
$0
2
MIAN
2
Mariner Independent Advisor Network
Kansas
$0
3
AL
3
Aspiriant LLC
California
$64.8M
4
BPB
4
Badgley, Phelps & Bell
Washington
$0
5
PAG
5
Private Advisor Group
New Jersey
$13.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCM
76
Snow Capital Management
Pennsylvania
$711K +$711K +13,574 New
GWM
77
Geneos Wealth Management
Colorado
$699K +$537K +10,265 +331%
SC
78
Scotia Capital
Ontario, Canada
$673K +$128K +2,435 +23%
LFAS
79
Level Four Advisory Services
Texas
$670K +$260K +4,973 +64%
VC
80
Vicus Capital
Pennsylvania
$665K +$665K +12,694 New
MCWS
81
McKinley Carter Wealth Services
West Virginia
$638K +$387K +7,405 +155%
B
82
Bellecapital
Switzerland
$628K +$628K +12,000 New
FHC
83
First Heartland Consultants
Missouri
$573K +$27.5K +525 +5%
WT
84
Whittier Trust
California
$561K – – –
IT
85
Independence Trust
Tennessee
$544K – – –
JPMPWA
86
J.P. Morgan Private Wealth Advisors
California
$541K -$7.95K -152 -1%
Carson Wealth (CWM LLC)
87
Carson Wealth (CWM LLC)
Nebraska
$527K -$263K -5,031 -33%
PFA
88
Pure Financial Advisors
California
$515K – – –
BRWA
89
B. Riley Wealth Advisors
Florida
$503K +$282K +5,376 +127%
CPO
90
Cerity Partners OCIO
New York
$481K +$49.9K +954 +12%
Creative Planning
91
Creative Planning
Kansas
$412K +$155K +2,972 +61%
PTC
92
Private Trust Company
Ohio
$392K +$85.5K +1,636 +28%
SCM
93
SOL Capital Management
Maryland
$370K – – –
SSB
94
Sandy Spring Bank
Maryland
$369K +$208K +3,985 +130%
FAAS
95
First Allied Advisory Services
California
$366K +$31.1K +600 +9%
NPF
96
Norris Perne & French
Michigan
$365K – – –
CA
97
Cetera Advisors
Colorado
$358K +$31.6K +606 +10%
AP
98
Appleton Partners
Massachusetts
$344K -$13.4K -255 -4%
CCMD
99
Cypress Capital Management (Delaware)
Delaware
$344K +$344K +6,575 New
TNB
100
Thomasville National Bank
Georgia
$326K +$326K +6,227 New
2 3
4
5 6