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iShares Core S&P US Value ETF
IUSV

Overview Fund Activity

253 hedge funds and large institutions have $3.29B invested in iShares Core S&P US Value ETF in 2018 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 97 increasing their positions, 46 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
253
Holders Change
+33
Holders Change %
+15%
% of All Funds
5.65%
Holding in Top 10
10
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.22%
New
68
Increased
97
Reduced
46
Closed
33
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$186M
2
Morgan Stanley
Morgan Stanley
New York
+$50.4M
3
LPL Financial
LPL Financial
California
+$31.2M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$30.7M
5
CIM
Confluence Investment Management
Missouri
+$28.6M

Top Sellers

1
BL
Balentine LLC
Georgia
-$92.4M
2
PPA
Parametric Portfolio Associates
Washington
-$87.1M
3
AC
Alleghany Corporation
New York
-$82.7M
4
CWM
Cornerstone Wealth Management
Missouri
-$32.2M
5
SRA
Summit Rock Advisors
New York
-$11.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
PP
101
PrairieView Partners
Minnesota
$1.28M +$302K +6,145 +31%
BSW
102
Buckingham Strategic Wealth
Missouri
$1.27M -$26.6K -541 -2%
GBBWRPM
103
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$1.21M +$1.21M +24,663 New
CA
104
Clearstead Advisors
Ohio
$1.19M +$1.19M +24,149 New
DDPIC
105
Deroy & Devereaux Private Investment Counsel
Michigan
$1.14M -$3.68K -75 -0.3%
JPMPWA
106
J.P. Morgan Private Wealth Advisors
California
$1.11M +$176K +3,579 +19%
V
107
Veritable
Delaware
$1.08M +$1.08M +22,082 New
EPM
108
Elm Partners Management
Pennsylvania
$1.08M +$1.08M +22,193 New
PFA
109
Pure Financial Advisors
California
$1.08M +$597K +12,158 +125%
PFM
110
Phillips Financial Management
Indiana
$1.02M -$488K -9,931 -32%
OAM
111
Oppenheimer Asset Management
New York
$1.01M +$1.01M +20,480 New
First Manhattan
112
First Manhattan
New York
$977K -$27K -550 -3%
MYIA
113
Mount Yale Investment Advisors
Colorado
$976K +$976K +18,258 New
BC
114
Brinker Capital
Pennsylvania
$955K +$955K +19,452 New
MSAM
115
Moloney Securities Asset Management
Missouri
$934K +$42.2K +859 +5%
HR
116
Howe & Rusling
New York
$926K +$857K +17,454 +1,233%
PTC
117
Private Trust Company
Ohio
$906K +$472K +9,624 +109%
Janney Montgomery Scott
118
Janney Montgomery Scott
Pennsylvania
$904K +$417K +8,501 +86%
PFA
119
Pinnacle Family Advisors
Missouri
$896K +$35.4K +722 +4%
ASN
120
Advisory Services Network
Georgia
$887K +$536K +10,902 +152%
SWP
121
Stratos Wealth Partners
Ohio
$863K +$35.4K +722 +4%
SC
122
Scotia Capital
Ontario, Canada
$862K -$4.32K -88 -0.5%
KM
123
Kalos Management
Georgia
$859K +$182K +3,717 +27%
DLCIG
124
D.L. Carlson Investment Group
New Hampshire
$852K -$24.5K -500 -3%
IA
125
IFP Advisors
Florida
$849K -$1.07M -22,066 -56%
3 4
5
6 7