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iShares Core S&P US Value ETF
IUSV

Overview Fund Activity

199 hedge funds and large institutions have $2.32B invested in iShares Core S&P US Value ETF in 2018 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 84 increasing their positions, 46 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
199
Holders Change
+11
Holders Change %
+5.85%
% of All Funds
4.57%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.18%
New
31
Increased
84
Reduced
46
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$202M
2
SRA
Summit Rock Advisors
New York
+$51.1M
3
LPL Financial
LPL Financial
California
+$39.8M
4
AL
Aspiriant LLC
California
+$34.5M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$13.3M

Top Sellers

1
Jane Street
Jane Street
New York
-$10.7M
2
WCAMG
Woodard & Company Asset Management Group
North Carolina
-$7.96M
3
PAG
Private Advisor Group
New Jersey
-$7.61M
4
CIM
Confluence Investment Management
Missouri
-$6.81M
5
EIC
Equity Investment Corp
Georgia
-$6.65M
Name Holding Trade Value Shares
Change 		Shares
Change %
FHC
101
First Heartland Consultants
Missouri
$611K -$7.65K -144 -1%
LP
102
LGL Partners
Pennsylvania
$595K +$595K +11,210 New
ATC
103
Argent Trust Co
Tennessee
$579K +$579K +10,894 New
WT
104
Whittier Trust
California
$569K – – –
CA
105
Cetera Advisors
Colorado
$563K -$138K -2,597 -20%
HNB
106
Huntington National Bank
Ohio
$552K +$552K +10,389 New
WPC
107
White Pine Capital
Minnesota
$539K +$76.5K +1,440 +17%
Creative Planning
108
Creative Planning
Kansas
$528K +$33.2K +626 +7%
SWP
109
Stratos Wealth Partners
Ohio
$505K +$155K +2,914 +44%
CPO
110
Cerity Partners OCIO
New York
$495K +$2.28K +43 +0.5%
CAC
111
Certified Advisory Corp
Florida
$473K +$265 +5 +0.1%
PTC
112
Private Trust Company
Ohio
$461K -$1.06K -20 -0.2%
HCA
113
Heck Capital Advisors
Wisconsin
$454K -$23.2K -436 -5%
SB
114
Suntrust Banks
Georgia
$443K -$80K -1,507 -15%
PSUF
115
People's United Financial
Connecticut
$423K +$36.3K +682 +9%
CFA
116
Carroll Financial Associates
North Carolina
$413K +$187K +3,520 +82%
Stifel Financial
117
Stifel Financial
Missouri
$411K -$167K -3,139 -29%
Janney Montgomery Scott
118
Janney Montgomery Scott
Pennsylvania
$402K -$104K -1,953 -21%
Manulife (Manufacturers Life Insurance)
119
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$400K +$127K +2,398 +47%
FWM
120
FFT Wealth Management
Pennsylvania
$392K +$392K +7,380 New
PFGIA
121
Patriot Financial Group Insurance Agency
Massachusetts
$384K +$75.7K +1,457 +25%
APG
122
Abacus Planning Group
South Carolina
$376K – – –
CCMD
123
Cypress Capital Management (Delaware)
Delaware
$376K +$26.6K +500 +8%
SCM
124
SOL Capital Management
Maryland
$375K – – –
NPF
125
Norris Perne & French
Michigan
$371K – – –
3 4
5
6 7