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iShares Core S&P US Value ETF
IUSV

Overview Fund Activity

220 hedge funds and large institutions have $3.5B invested in iShares Core S&P US Value ETF in 2018 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 97 increasing their positions, 47 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
220
Holders Change
+10
Holders Change %
+4.76%
% of All Funds
5.04%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.23%
New
24
Increased
97
Reduced
47
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BL
Balentine LLC
Georgia
+$202M
2
Bank of America
Bank of America
North Carolina
+$166M
3
PPA
Parametric Portfolio Associates
Washington
+$135M
4
BlackRock
BlackRock
New York
+$81.2M
5
LPL Financial
LPL Financial
California
+$32.2M

Top Sellers

1
SRA
Summit Rock Advisors
New York
-$54M
2
AF
Allworth Financial
California
-$22.9M
3
Citadel Advisors
Citadel Advisors
Florida
-$6.92M
4
TF
TIAA FSB
Florida
-$4.8M
5
Ameriprise
Ameriprise
Minnesota
-$3.76M
Name Holding Trade Value Shares
Change 		Shares
Change %
BSW
76
Buckingham Strategic Wealth
Missouri
$1.49M -$35.8K -635 -2%
MCWS
77
McKinley Carter Wealth Services
West Virginia
$1.48M +$309K +5,478 +26%
TC
78
Telemus Capital
Michigan
$1.41M -$46.8K -830 -3%
Natixis Advisors
79
Natixis Advisors
Massachusetts
$1.41M -$764K -13,557 -35%
DDPIC
80
Deroy & Devereaux Private Investment Counsel
Michigan
$1.32M +$285K +5,050 +28%
EIC
81
Equity Investment Corp
Georgia
$1.28M -$334K -5,932 -21%
FA
82
Fortis Advisors
Pennsylvania
$1.23M +$4.12K +73 +0.3%
First Manhattan
83
First Manhattan
New York
$1.15M – – –
PP
84
PrairieView Partners
Minnesota
$1.13M -$335K -5,949 -23%
CNBT
85
Canandaigua National Bank & Trust
New York
$1.09M +$1.09M +19,412 New
JPMPWA
86
J.P. Morgan Private Wealth Advisors
California
$1.08M +$18.7K +332 +2%
MSAM
87
Moloney Securities Asset Management
Missouri
$1.02M +$16.9K +300 +2%
DLCIG
88
D.L. Carlson Investment Group
New Hampshire
$1.01M -$940K -16,677 -48%
SC
89
Scotia Capital
Ontario, Canada
$995K +$16.7K +297 +2%
BTS
90
BB&T Securities
Virginia
$989K +$450K +7,983 +83%
PFA
91
Pinnacle Family Advisors
Missouri
$988K +$13.9K +246 +1%
TIM
92
Tortoise Investment Management
New York
$963K +$763K +13,530 +382%
SWP
93
Stratos Wealth Partners
Ohio
$950K +$233K +4,143 +33%
CG
94
CFO4Life Group
Texas
$870K – – –
FAAS
95
First Allied Advisory Services
California
$835K +$39.4K +701 +5%
PFC
96
Personal Financial Consultants
California
$827K +$827K +14,668 New
LP
97
LGL Partners
Pennsylvania
$821K +$34.9K +619 +4%
RIA
98
Regal Investment Advisors
Michigan
$817K -$713K -12,644 -47%
WPC
99
White Pine Capital
Minnesota
$797K +$120K +2,128 +18%
Citigroup
100
Citigroup
New York
$796K +$2.14K +38 +0.3%
2 3
4
5 6