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iShares Core S&P US Value ETF
IUSV

Overview Fund Activity

220 hedge funds and large institutions have $3.5B invested in iShares Core S&P US Value ETF in 2018 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 97 increasing their positions, 47 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
220
Holders Change
+10
Holders Change %
+4.76%
% of All Funds
5.04%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.23%
New
24
Increased
97
Reduced
47
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BL
Balentine LLC
Georgia
+$202M
2
Bank of America
Bank of America
North Carolina
+$166M
3
PPA
Parametric Portfolio Associates
Washington
+$135M
4
BlackRock
BlackRock
New York
+$81.2M
5
LPL Financial
LPL Financial
California
+$32.2M

Top Sellers

1
SRA
Summit Rock Advisors
New York
-$54M
2
AF
Allworth Financial
California
-$22.9M
3
Citadel Advisors
Citadel Advisors
Florida
-$6.92M
4
TF
TIAA FSB
Florida
-$4.8M
5
Ameriprise
Ameriprise
Minnesota
-$3.76M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCM
101
Sitrin Capital Management
California
$784K -$20.1K -357 -3%
KM
102
Kalos Management
Georgia
$776K -$112K -1,994 -13%
CIM
103
Confluence Investment Management
Missouri
$752K +$752K +13,331 New
PA
104
Prism Advisors
California
$747K – – –
FHC
105
First Heartland Consultants
Missouri
$731K -$5.19K -92 -0.7%
NWP
106
Northstar Wealth Partners
Connecticut
$706K -$8.96K -159 -1%
BRWA
107
B. Riley Wealth Advisors
Florida
$701K -$24.4K -432 -3%
FWM
108
FFT Wealth Management
Pennsylvania
$689K +$2.2K +39 +0.3%
AIM
109
Advantage Investment Management
Iowa
$677K -$79.5K -1,410 -11%
B
110
Bellecapital
Switzerland
$677K – – –
CA
111
Cetera Advisors
Colorado
$673K +$92.8K +1,649 +16%
CFGS
112
Concourse Financial Group Securities
Alabama
$656K +$656K +11,586 New
PSUF
113
People's United Financial
Connecticut
$633K +$57.9K +1,028 +10%
SWM
114
Sequoia Wealth Management
Illinois
$611K +$148K +2,606 +32%
UWPG
115
Ullmann Wealth Partners Group
Florida
$610K -$97.7K -1,735 -14%
WT
116
Whittier Trust
California
$604K – – –
ATC
117
Argent Trust Co
Tennessee
$586K -$27.6K -490 -5%
HNB
118
Huntington National Bank
Ohio
$586K – – –
Janney Montgomery Scott
119
Janney Montgomery Scott
Pennsylvania
$559K +$144K +2,564 +35%
PFA
120
Pure Financial Advisors
California
$549K +$549K +9,744 New
FTS
121
Fifth Third Securities
Ohio
$544K +$544K +9,655 New
CFA
122
Carroll Financial Associates
North Carolina
$542K – – –
WS
123
Wedbush Securities
California
$535K +$535K +9,486 New
CPO
124
Cerity Partners OCIO
New York
$528K +$2.59K +46 +0.5%
Creative Planning
125
Creative Planning
Kansas
$510K -$51.2K -908 -9%
3 4
5
6 7