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iShares Core S&P US Value ETF
IUSV

Overview Fund Activity

126 hedge funds and large institutions have $747M invested in iShares Core S&P US Value ETF in 2017 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 48 increasing their positions, 28 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
126
Holders Change
+8
Holders Change %
+6.78%
% of All Funds
3.14%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.15%
New
24
Increased
48
Reduced
28
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$162M
2
Bank of America
Bank of America
North Carolina
+$81.4M
3
Jane Street
Jane Street
New York
+$8.96M
4
PAG
Private Advisor Group
New Jersey
+$7.36M
5
HighTower Advisors
HighTower Advisors
Illinois
+$6.47M

Top Sellers

1
MIAN
Mariner Independent Advisor Network
Kansas
-$10M
2
SPC
Sigma Planning Corp
Michigan
-$8.01M
3
AL
Aspiriant LLC
California
-$4.3M
4
CIM
Confluence Investment Management
Missouri
-$3.99M
5
SCM
Snow Capital Management
Pennsylvania
-$2.49M
Name Holding Trade Value Shares
Change 		Shares
Change %
ST
101
Smithfield Trust
Pennsylvania
$155K – – –
MA
102
MCF Advisors
Kentucky
$127K – – –
GWM
103
Geneos Wealth Management
Colorado
$120K – – –
FFC
104
First Financial Corp
Indiana
$76K – – –
MMG
105
Monetary Management Group
Missouri
$64K – – –
APSP
106
Asset Planning Services (Pennsylvania)
Pennsylvania
$61K -$1.71K -34 -3%
Fifth Third Bancorp
107
Fifth Third Bancorp
Ohio
$43K +$11.6K +228 +37%
WA
108
WFG Advisors
Texas
$41K +$152 +3 +0.4%
SEI Investments
109
SEI Investments
Pennsylvania
$39K +$39K +782 New
IF
110
Ironwood Financial
Arizona
$31K – – –
DADC
111
D.A. Davidson & Co
Montana
$30K -$30.1K -602 -50%
ADL
112
Asset Dedication LLC
California
$30K +$27K +543 +905%
SPIA
113
Steward Partners Investment Advisory
New York
$30K +$30K +600 New
RFA
114
Reilly Financial Advisors
California
$24K – – –
CFA
115
CT Financial Advisors
Pennsylvania
$21.2K – – –
SIA
116
SeaBridge Investment Advisors
New Jersey
$18K – – –
SQA
117
Simon Quick Advisors
New Jersey
$13K +$13K +255 New
AIM
118
Anchor Investment Management
South Carolina
$9.09K – – –
CCM
119
Cribstone Capital Management
Maine
$8K – – –
TAIM
120
TD Ameritrade Investment Management
Nebraska
$6K +$6K +123 New
WEC
121
Winslow Evans & Crocker
Massachusetts
$5.91K +$3.41K +68 +136%
WTB
122
Washington Trust Bank
Washington
$5K – – –
IWM
123
IHT Wealth Management
Illinois
$4K +$4K +75 New
PA
124
Parallel Advisors
California
$3K – – –
Carson Wealth (CWM LLC)
125
Carson Wealth (CWM LLC)
Nebraska
$3K +$3K +63 New
2 3 4
5
6