IUSV icon

iShares Core S&P US Value ETF
IUSV

Overview Fund Activity

147 hedge funds and large institutions have $1.48B invested in iShares Core S&P US Value ETF in 2017 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 64 increasing their positions, 30 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
147
Holders Change
+4
Holders Change %
+2.8%
% of All Funds
3.67%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.12%
New
20
Increased
64
Reduced
30
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
$614M
2
LPL Financial
LPL Financial
California
$318M
3
AWE
Avidian Wealth Enterprises
Texas
$19.6M
4
MIM
Miller Investment Management
Pennsylvania
$15.1M
5
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$31.8M

Top Sellers

1
AC
Alleghany Corporation
New York
$0
2
MIAN
Mariner Independent Advisor Network
Kansas
$0
3
AL
Aspiriant LLC
California
$64.8M
4
BPB
Badgley, Phelps & Bell
Washington
$0
5
PAG
Private Advisor Group
New Jersey
$13.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
CPIG
126
Chicago Partners Investment Group
Illinois
$115K -$99.3K -1,900 -46%
BWA
127
BDO Wealth Advisors
Florida
$112K – – –
BlackRock
128
BlackRock
New York
$110K +$90.2K +1,731 +456%
WAP
129
Wealthcare Advisory Partners
Pennsylvania
$83K +$83K +1,586 New
FFC
130
First Financial Corp
Indiana
$79K – – –
MMG
131
Monetary Management Group
Missouri
$67K – – –
APSP
132
Asset Planning Services (Pennsylvania)
Pennsylvania
$60K -$3.7K -71 -6%
SPIA
133
Steward Partners Investment Advisory
New York
$52K – – –
Fifth Third Bancorp
134
Fifth Third Bancorp
Ohio
$33K +$3.94K +76 +14%
IF
135
Ironwood Financial
Arizona
$32K – – –
RFA
136
Reilly Financial Advisors
California
$25K – – –
SQA
137
Simon Quick Advisors
New Jersey
$13K +$13K +255 New
AIM
138
Anchor Investment Management
South Carolina
$9.42K – – –
SIA
139
SeaBridge Investment Advisors
New Jersey
$9K – – –
BCMIO
140
Beacon Capital Management Inc (Ohio)
Ohio
$9K +$9K +163 New
CCM
141
Cribstone Capital Management
Maine
$8K – – –
SAM
142
Shamrock Asset Management
Texas
$7K +$7K +129 New
WTC
143
WhitTier Trust Company
Nevada
$6K – – –
AF
144
Allworth Financial
California
$6K +$6K +108 New
JCM
145
Jacobi Capital Management
Pennsylvania
$5K +$5K +100 New
SBL
146
Sargent Bickham Lagudis
Colorado
$3K -$3.68K -76 -55%
AC
147
Alleghany Corporation
New York
– -$134M -2,637,000 Closed
MIAN
148
Mariner Independent Advisor Network
Kansas
– -$10.2M -200,008 Closed
BPB
149
Badgley, Phelps & Bell
Washington
– -$4.8M -94,169 Closed
OLA
150
Oliver Luxxe Assets
New Jersey
– -$2.37M -46,455 Closed
3 4 5
6
7