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iShares Core S&P US Value ETF
IUSV

Overview Fund Activity

199 hedge funds and large institutions have $2.32B invested in iShares Core S&P US Value ETF in 2018 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 84 increasing their positions, 46 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
199
Holders Change
+11
Holders Change %
+5.85%
% of All Funds
4.57%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.18%
New
31
Increased
84
Reduced
46
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$202M
2
SRA
Summit Rock Advisors
New York
+$51.1M
3
LPL Financial
LPL Financial
California
+$39.8M
4
AL
Aspiriant LLC
California
+$34.5M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$13.3M

Top Sellers

1
Jane Street
Jane Street
New York
-$10.7M
2
WCAMG
Woodard & Company Asset Management Group
North Carolina
-$7.96M
3
PAG
Private Advisor Group
New Jersey
-$7.61M
4
CIM
Confluence Investment Management
Missouri
-$6.81M
5
EIC
Equity Investment Corp
Georgia
-$6.65M
Name Holding Trade Value Shares
Change 		Shares
Change %
TA
76
Townsend & Associates
Colorado
$1.23M +$108K +2,023 +10%
PP
77
PrairieView Partners
Minnesota
$1.18M +$210K +3,951 +22%
FA
78
Fortis Advisors
Pennsylvania
$1.15M -$488K -9,178 -30%
First Manhattan
79
First Manhattan
New York
$1.15M -$21.2K -400 -2%
1WA
80
180 Wealth Advisors
Washington
$1.08M +$395K +7,401 +58%
MSAM
81
Moloney Securities Asset Management
Missouri
$944K – – –
PFA
82
Pinnacle Family Advisors
Missouri
$927K +$5.26K +99 +0.6%
SC
83
Scotia Capital
Ontario, Canada
$922K +$183K +3,445 +25%
KM
84
Kalos Management
Georgia
$876K -$59.1K -1,113 -6%
DDPIC
85
Deroy & Devereaux Private Investment Counsel
Michigan
$850K -$159K -3,000 -16%
TRCT
86
Tower Research Capital (TRC)
New York
$842K +$842K +15,846 New
Citigroup
87
Citigroup
New York
$828K -$22.7K -428 -3%
FAAS
88
First Allied Advisory Services
California
$762K +$292K +5,491 +62%
SCM
89
Sitrin Capital Management
California
$758K -$1.91K -36 -0.3%
PA
90
Prism Advisors
California
$750K – – –
MCWS
91
McKinley Carter Wealth Services
West Virginia
$738K +$27.6K +520 +4%
OPWM
92
Oak Point Wealth Management
Michigan
$736K +$191K +3,674 +35%
UWPG
93
Ullmann Wealth Partners Group
Florida
$713K – – –
JPMPWA
94
J.P. Morgan Private Wealth Advisors
California
$707K -$37.7K -711 -5%
NWP
95
Northstar Wealth Partners
Connecticut
$673K +$673K +12,688 New
BTS
96
BB&T Securities
Virginia
$669K +$362K +6,819 +118%
Carson Wealth (CWM LLC)
97
Carson Wealth (CWM LLC)
Nebraska
$645K +$25.6K +481 +4%
B
98
Bellecapital
Switzerland
$637K – – –
BRWA
99
B. Riley Wealth Advisors
Florida
$628K +$26K +490 +4%
Renaissance Technologies
100
Renaissance Technologies
New York
$627K +$106K +2,000 +20%
2 3
4
5 6