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iShares Core S&P US Value ETF
IUSV

Overview Fund Activity

253 hedge funds and large institutions have $3.29B invested in iShares Core S&P US Value ETF in 2018 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 97 increasing their positions, 46 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
253
Holders Change
+33
Holders Change %
+15%
% of All Funds
5.65%
Holding in Top 10
10
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.22%
New
68
Increased
97
Reduced
46
Closed
33
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$186M
2
Morgan Stanley
Morgan Stanley
New York
+$50.4M
3
LPL Financial
LPL Financial
California
+$31.2M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$30.7M
5
CIM
Confluence Investment Management
Missouri
+$28.6M

Top Sellers

1
BL
Balentine LLC
Georgia
-$92.4M
2
PPA
Parametric Portfolio Associates
Washington
-$87.1M
3
AC
Alleghany Corporation
New York
-$82.7M
4
CWM
Cornerstone Wealth Management
Missouri
-$32.2M
5
SRA
Summit Rock Advisors
New York
-$11.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
GP
76
Greenline Partners
New York
$2.03M – – –
Baird Financial Group
77
Baird Financial Group
Wisconsin
$2.03M +$2.03M +41,367 New
ACA
78
Anchor Capital Advisors
Massachusetts
$2.03M +$2.03M +41,303 New
1WA
79
180 Wealth Advisors
Washington
$2.01M -$38.8K -688 -2%
CNBT
80
Canandaigua National Bank & Trust
New York
$1.98M +$1.02M +20,836 +107%
SIAS
81
Shine Investment Advisory Services
Colorado
$1.97M +$75.1K +1,530 +4%
HA
82
Heartland Advisors
Wisconsin
$1.93M +$1.93M +39,260 New
LFS
83
Lutz Financial Services
Nebraska
$1.88M +$1.88M +38,376 New
FFG
84
Ford Financial Group
California
$1.82M +$60K +1,222 +3%
GP
85
Geneva Partners
Wisconsin
$1.81M -$98.9K -2,015 -5%
HCMT
86
Highland Capital Management (Tennessee)
Tennessee
$1.79M -$21.8K -445 -1%
SPC
87
Sigma Planning Corp
Michigan
$1.72M -$76.6K -1,561 -4%
FCA
88
FinTrust Capital Advisors
South Carolina
$1.7M +$1.7M +34,642 New
TF
89
TIAA FSB
Florida
$1.58M -$7.43M -151,235 -82%
WWM
90
Western Wealth Management
Colorado
$1.57M +$1.57M +31,899 New
SF
91
Summit Financial
New Jersey
$1.56M +$1.56M +31,746 New
BFC
92
Bedel Financial Consulting
Indiana
$1.55M -$98.1K -1,998 -6%
MIAN
93
Mariner Independent Advisor Network
Kansas
$1.54M +$1.54M +31,154 New
ACA
94
Atlas Capital Advisors
Wyoming
$1.5M -$415K -8,446 -22%
TA
95
Townsend & Associates
Colorado
$1.49M +$139K +2,842 +10%
TC
96
Telemus Capital
Michigan
$1.48M +$250K +5,101 +20%
MCWS
97
McKinley Carter Wealth Services
West Virginia
$1.47M +$174K +3,534 +13%
UCFA
98
United Capital Financial Advisors
Texas
$1.35M +$1.35M +27,530 New
RIA
99
Regal Investment Advisors
Michigan
$1.35M +$635K +12,928 +89%
CFGS
100
Concourse Financial Group Securities
Alabama
$1.33M +$756K +15,411 +133%
2 3
4
5 6