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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 %
KM
126
Kalos Management
Georgia
$764K -$195K -3,566 -20%
Citigroup
127
Citigroup
New York
$764K +$21.8K +398 +3%
PA
128
Prism Advisors
California
$759K – – –
SCM
129
Sitrin Capital Management
California
$752K +$988 +18 +0.1%
SWM
130
Sequoia Wealth Management
Illinois
$741K +$295K +5,399 +66%
Janney Montgomery Scott
131
Janney Montgomery Scott
Pennsylvania
$729K -$281K -5,125 -28%
FAIM
132
Financial Advocates Investment Management
Washington
$719K +$183K +3,333 +34%
NWP
133
Northstar Wealth Partners
Connecticut
$715K +$24.2K +441 +4%
CB
134
Commerce Bank
Missouri
$709K +$96.5K +1,760 +16%
WS
135
Wedbush Securities
California
$671K +$121K +2,210 +22%
B
136
Bellecapital
Switzerland
$658K – – –
CFA
137
Carroll Financial Associates
North Carolina
$642K +$108K +1,975 +20%
WT
138
Whittier Trust
California
$588K – – –
SFA
139
Sequoia Financial Advisors
Ohio
$587K +$220K +4,016 +60%
ASN
140
Advisory Services Network
Georgia
$581K -$408K -7,451 -41%
ATC
141
Argent Trust Co
Tennessee
$570K – – –
Creative Planning
142
Creative Planning
Kansas
$549K -$190K -3,458 -26%
Comerica Bank
143
Comerica Bank
Texas
$543K -$242K -4,314 -31%
APA
144
American Portfolios Advisors
New York
$530K +$182K +3,324 +52%
TC
145
TAP Consulting
Missouri
$525K +$525K +9,568 New
PPP
146
Private Portfolio Partners
New Jersey
$510K +$510K +9,301 New
CWM
147
Cornerstone Wealth Management
Missouri
$485K +$485K +2,566 New
LP
148
LGL Partners
Pennsylvania
$480K +$3.62K +66 +0.8%
V
149
Veritable
Delaware
$478K -$732K -13,358 -60%
SCM
150
SOL Capital Management
Maryland
$468K +$60.4K +1,100 +15%
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