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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 %
AP
126
Appleton Partners
Massachusetts
$335K -$8.75K -165 -3%
Bank of Montreal
127
Bank of Montreal
Ontario, Canada
$331K +$4.34K +82 +1%
RBC
128
Roble Belko & Company
Pennsylvania
$325K – – –
LFS
129
Legacy Financial Strategies
Kansas
$301K -$68.8K -1,294 -19%
SWM
130
Sequoia Wealth Management
Illinois
$297K +$297K +5,593 New
RG
131
Rikoon Group
New Mexico
$286K +$286K +5,514 New
BFPW
132
BOK Financial Private Wealth
Colorado
$283K +$283K +5,319 New
PA
133
PFG Advisors
Arizona
$280K +$29.8K +561 +12%
KA
134
Kovack Advisors
Florida
$275K -$23.7K -446 -8%
BCM
135
BTC Capital Management
Iowa
$273K +$273K +5,140 New
CB
136
Commerce Bank
Missouri
$263K -$19.4K -365 -7%
DJSG
137
D.J. St. Germain
Massachusetts
$260K – – –
CL
138
CIM LLC
New York
$258K +$30.2K +567 +13%
GLA
139
Good Life Advisors
Pennsylvania
$251K -$16.2K -312 -6%
ASN
140
Advisory Services Network
Georgia
$250K -$64.7K -1,218 -21%
SMFS
141
Squar Milner Financial Services
California
$244K – – –
SFC
142
SYM Financial Corp
Indiana
$240K – – –
OIA
143
Optimum Investment Advisors
Illinois
$239K – – –
RA
144
RFG Advisory
Alabama
$237K +$237K +4,470 New
AllianceBernstein
145
AllianceBernstein
Tennessee
$223K +$223K +4,190 New
RE
146
RBC Europe
United Kingdom
$221K – – –
KF
147
Krilogy Financial
Missouri
$220K +$18.8K +354 +9%
FHA
148
Flagship Harbor Advisors
Massachusetts
$212K +$6.33K +121 +3%
NGA
149
Naples Global Advisors
Florida
$212K +$212K +3,990 New
XS
150
XML Securities
Maryland
$209K +$209K +3,940 New
4 5
6
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