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iShares Core S&P US Value ETF
IUSV

Overview Fund Activity

263 hedge funds and large institutions have $3.87B invested in iShares Core S&P US Value ETF in 2019 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 94 increasing their positions, 76 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
263
Holders Change
+10
Holders Change %
+3.95%
% of All Funds
5.7%
Holding in Top 10
13
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+30%
% of All Funds
0.28%
New
38
Increased
94
Reduced
76
Closed
27
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$96.3M
2
MFG
Merit Financial Group
Georgia
+$84.3M
3
LPL Financial
LPL Financial
California
+$34.6M
4
Morgan Stanley
Morgan Stanley
New York
+$19.1M
5
Wells Fargo
Wells Fargo
California
+$17.9M

Top Sellers

1
CIM
Confluence Investment Management
Missouri
-$29.2M
2
NIMC
NWQ Investment Management Company
California
-$18M
3
EIC
Equity Investment Corp
Georgia
-$14.9M
4
RJA
Raymond James & Associates
Florida
-$14.2M
5
Jones Financial Companies
Jones Financial Companies
Missouri
-$10M
Name Holding Trade Value Shares
Change 		Shares
Change %
SBL
101
Sargent Bickham Lagudis
Colorado
$1.22M -$4.56M -83,206 -79%
HR
102
Howe & Rusling
New York
$1.2M +$168K +3,058 +16%
Susquehanna International Group
103
Susquehanna International Group
Pennsylvania
$1.15M +$1.15M +21,038 New
PSUF
104
People's United Financial
Connecticut
$1.11M +$347K +6,331 +46%
TF
105
TIAA FSB
Florida
$1.09M -$666K -12,157 -38%
JIP
106
Jaffetilchin Investment Partners
Florida
$1.08M +$1.08M +19,701 New
MSAM
107
Moloney Securities Asset Management
Missouri
$1.04M – – –
First Manhattan
108
First Manhattan
New York
$1.04M -$53.4K -975 -5%
SC
109
Scotia Capital
Ontario, Canada
$1.01M +$49K +893 +5%
EIC
110
Equity Investment Corp
Georgia
$1.01M -$14.9M -272,189 -94%
TRCT
111
Tower Research Capital (TRC)
New York
$998K +$998K +18,218 New
MYIA
112
Mount Yale Investment Advisors
Colorado
$986K -$15.3K -279 -2%
Stifel Financial
113
Stifel Financial
Missouri
$982K +$62.7K +1,147 +7%
DLCIG
114
D.L. Carlson Investment Group
New Hampshire
$947K -$5.21K -95 -0.5%
FHC
115
First Heartland Consultants
Missouri
$920K +$41.2K +751 +5%
BTS
116
BB&T Securities
Virginia
$917K -$2.33M -42,592 -72%
PS
117
Portfolio Strategies
New York
$899K +$899K +16,392 New
BRWA
118
B. Riley Wealth Advisors
Florida
$895K +$121K +2,212 +16%
PFM
119
Phillips Financial Management
Indiana
$868K -$283K -5,086 -25%
PFC
120
Personal Financial Consultants
California
$850K +$35K +638 +4%
CG
121
CFO4Life Group
Texas
$846K – – –
JPMPWA
122
J.P. Morgan Private Wealth Advisors
California
$814K -$429K -7,827 -35%
WPC
123
White Pine Capital
Minnesota
$812K -$17.8K -325 -2%
CA
124
Cetera Advisors
Colorado
$797K -$43.8K -799 -5%
LFS
125
Legacy Financial Strategies
Kansas
$774K +$67.8K +1,236 +10%
3 4
5
6 7