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iShares Core S&P US Value ETF
IUSV

Overview Fund Activity

265 hedge funds and large institutions have $4.09B invested in iShares Core S&P US Value ETF in 2019 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 118 increasing their positions, 60 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
265
Holders Change
+2
Holders Change %
+0.76%
% of All Funds
5.76%
Holding in Top 10
15
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+15.38%
% of All Funds
0.33%
New
28
Increased
118
Reduced
60
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
$1.83B
2
BL
Balentine LLC
Georgia
$146M
3
LPL Financial
LPL Financial
California
$603M
4
CG
Colony Group
Massachusetts
$18.8M
5
Morgan Stanley
Morgan Stanley
New York
$155M

Top Sellers

1
MFG
Merit Financial Group
Georgia
$0
2
Goldman Sachs
Goldman Sachs
New York
$23.3M
3
BlackRock
BlackRock
New York
$60M
4
PAG
Private Advisor Group
New Jersey
$10.1M
5
Jones Financial Companies
Jones Financial Companies
Missouri
$75.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
LFS
126
Legacy Financial Strategies
Kansas
$832K +$21.2K +370 +3%
JPMPWA
127
J.P. Morgan Private Wealth Advisors
California
$827K -$13.2K -233 -2%
WPC
128
White Pine Capital
Minnesota
$826K -$12.5K -220 -1%
CA
129
Cetera Advisors
Colorado
$797K -$23.9K -422 -3%
PA
130
Prism Advisors
California
$785K – – –
SCM
131
Sitrin Capital Management
California
$777K – – –
NFP
132
Narus Financial Partners
Utah
$774K +$774K +13,671 New
CFA
133
Carroll Financial Associates
North Carolina
$758K +$94.2K +1,664 +14%
NWP
134
Northstar Wealth Partners
Connecticut
$733K -$5.67K -100 -0.8%
CB
135
Commerce Bank
Missouri
$733K – – –
B
136
Bellecapital
Switzerland
$680K – – –
ACA
137
Anchor Capital Advisors
Massachusetts
$616K – – –
WT
138
Whittier Trust
California
$607K – – –
BAM
139
Baldrige Asset Management
Pennsylvania
$607K +$202K +3,567 +50%
APA
140
American Portfolios Advisors
New York
$594K +$45.7K +807 +8%
PFM
141
Phillips Financial Management
Indiana
$589K -$302K -5,293 -34%
ATC
142
Argent Trust Co
Tennessee
$589K – – –
HNB
143
Huntington National Bank
Ohio
$589K +$583K +10,289 +10,289%
FNBOH
144
First National Bank of Hutchinson
Kansas
$543K +$329K +5,661 +153%
Comerica Bank
145
Comerica Bank
Texas
$529K -$24.3K -425 -4%
V
146
Veritable
Delaware
$494K +$57 +1 +0%
CPO
147
Cerity Partners OCIO
New York
$487K +$38.1K +673 +8%
Cetera Investment Advisers
148
Cetera Investment Advisers
Illinois
$486K +$165K +2,924 +51%
HCA
149
Heck Capital Advisors
Wisconsin
$483K +$10.9K +192 +2%
SCM
150
SOL Capital Management
Maryland
$483K – – –
4 5
6
7 8