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iShares Core S&P US Value ETF
IUSV

Overview Fund Activity

265 hedge funds and large institutions have $4.09B invested in iShares Core S&P US Value ETF in 2019 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 118 increasing their positions, 60 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
265
Holders Change
+2
Holders Change %
+0.76%
% of All Funds
5.76%
Holding in Top 10
15
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+15.38%
% of All Funds
0.33%
New
28
Increased
118
Reduced
60
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$1.83B
2
BL
2
Balentine LLC
Georgia
$146M
3
LPL Financial
3
LPL Financial
California
$603M
4
CG
4
Colony Group
Massachusetts
$18.8M
5
Morgan Stanley
5
Morgan Stanley
New York
$155M

Top Sellers

1
MFG
1
Merit Financial Group
Georgia
$0
2
Goldman Sachs
2
Goldman Sachs
New York
$23.3M
3
BlackRock
3
BlackRock
New York
$60M
4
PAG
4
Private Advisor Group
New Jersey
$10.1M
5
Jones Financial Companies
5
Jones Financial Companies
Missouri
$75.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFS
76
Prospera Financial Services
Texas
$2.35M +$2.35M +40,917 New
LFS
77
Lutz Financial Services
Nebraska
$2.35M +$71.7K +1,265 +3%
SPC
78
Sigma Planning Corp
Michigan
$2.25M -$162K -2,865 -7%
CM
79
Columbus Macro
Pennsylvania
$2.09M -$93.7K -1,654 -4%
HCMT
80
Highland Capital Management (Tennessee)
Tennessee
$2.06M – – –
GP
81
Greenline Partners
New York
$2.04M – – –
FFG
82
Ford Financial Group
California
$2.03M -$77.8K -1,374 -4%
BFC
83
Bedel Financial Consulting
Indiana
$1.98M – – –
WWM
84
Western Wealth Management
Colorado
$1.98M +$206K +3,629 +12%
GLA
85
Good Life Advisors
Pennsylvania
$1.9M +$150K +2,641 +9%
MCWS
86
McKinley Carter Wealth Services
West Virginia
$1.83M +$94.8K +1,673 +5%
CIM
87
Confluence Investment Management
Missouri
$1.82M +$1.82M +32,167 New
SWP
88
Stratos Wealth Partners
Ohio
$1.81M +$519K +9,166 +40%
ACA
89
Atlas Capital Advisors
Wyoming
$1.68M -$52.3K -924 -3%
CFGS
90
Concourse Financial Group Securities
Alabama
$1.65M +$27.9K +492 +2%
RIA
91
Regal Investment Advisors
Michigan
$1.56M +$7.08K +125 +0.5%
DDPIC
92
Deroy & Devereaux Private Investment Counsel
Michigan
$1.55M +$30.9K +545 +2%
BSW
93
Buckingham Strategic Wealth
Missouri
$1.52M -$3.85K -68 -0.3%
CI
94
CX Institutional
Indiana
$1.49M +$1.24M +21,947 +499%
FCA
95
FinTrust Capital Advisors
South Carolina
$1.49M -$100K -1,771 -6%
PP
96
PrairieView Partners
Minnesota
$1.45M +$31.5K +556 +2%
GIA
97
Gladstone Institutional Advisory
Florida
$1.44M +$1.11M +19,660 +337%
GBBWRPM
98
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$1.41M +$101K +1,784 +8%
PFA
99
Pure Financial Advisors
California
$1.4M +$57 +1 +0%
SIAS
100
Shine Investment Advisory Services
Colorado
$1.39M -$161K -2,846 -10%
2 3
4
5 6