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iShares Core S&P US Value ETF
IUSV

Overview Fund Activity

263 hedge funds and large institutions have $3.87B invested in iShares Core S&P US Value ETF in 2019 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 94 increasing their positions, 76 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
263
Holders Change
+10
Holders Change %
+3.95%
% of All Funds
5.7%
Holding in Top 10
13
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+30%
% of All Funds
0.28%
New
38
Increased
94
Reduced
76
Closed
27
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$96.3M
2
MFG
Merit Financial Group
Georgia
+$84.3M
3
LPL Financial
LPL Financial
California
+$34.6M
4
Morgan Stanley
Morgan Stanley
New York
+$19.1M
5
Wells Fargo
Wells Fargo
California
+$17.9M

Top Sellers

1
CIM
Confluence Investment Management
Missouri
-$29.2M
2
NIMC
NWQ Investment Management Company
California
-$18M
3
EIC
Equity Investment Corp
Georgia
-$14.9M
4
RJA
Raymond James & Associates
Florida
-$14.2M
5
Jones Financial Companies
Jones Financial Companies
Missouri
-$10M
Name Holding Trade Value Shares
Change 		Shares
Change %
HCMT
76
Highland Capital Management (Tennessee)
Tennessee
$2M – – –
GP
77
Greenline Partners
New York
$1.98M – – –
SF
78
Summit Financial
New Jersey
$1.93M +$187K +3,414 +11%
BFC
79
Bedel Financial Consulting
Indiana
$1.92M +$186K +3,387 +11%
TA
80
Townsend & Associates
Colorado
$1.77M +$108K +1,967 +6%
WWM
81
Western Wealth Management
Colorado
$1.72M -$36.4K -663 -2%
GLA
82
Good Life Advisors
Pennsylvania
$1.69M +$1.69M +30,822 New
MCWS
83
McKinley Carter Wealth Services
West Virginia
$1.68M +$45.6K +832 +3%
ACA
84
Atlas Capital Advisors
Wyoming
$1.67M -$3.18K -58 -0.2%
GP
85
Geneva Partners
Wisconsin
$1.62M -$395K -7,200 -20%
CFGS
86
Concourse Financial Group Securities
Alabama
$1.57M +$89.2K +1,628 +6%
FCA
87
FinTrust Capital Advisors
South Carolina
$1.54M -$360K -6,568 -19%
RIA
88
Regal Investment Advisors
Michigan
$1.51M +$2.8K +51 +0.2%
SIAS
89
Shine Investment Advisory Services
Colorado
$1.5M -$700K -12,773 -32%
BSW
90
Buckingham Strategic Wealth
Missouri
$1.47M +$57.3K +1,045 +4%
DDPIC
91
Deroy & Devereaux Private Investment Counsel
Michigan
$1.47M +$189K +3,450 +15%
WHG
92
Westwood Holdings Group
Texas
$1.42M -$1.82M -33,230 -56%
Thrivent Financial for Lutherans
93
Thrivent Financial for Lutherans
Minnesota
$1.4M +$1.4M +25,486 New
PP
94
PrairieView Partners
Minnesota
$1.37M -$60.5K -1,103 -4%
PFA
95
Pure Financial Advisors
California
$1.35M +$149K +2,714 +12%
CA
96
Clearstead Advisors
Ohio
$1.32M – – –
GBBWRPM
97
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$1.27M -$85.4K -1,558 -6%
SWP
98
Stratos Wealth Partners
Ohio
$1.25M +$285K +5,198 +30%
PTC
99
Private Trust Company
Ohio
$1.24M +$229K +4,178 +23%
TC
100
Telemus Capital
Michigan
$1.24M -$416K -7,582 -25%
2 3
4
5 6