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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 %
PCM
151
Parsons Capital Management
Rhode Island
$207K +$207K +3,888 New
NB
152
Nicolet Bankshares
Wisconsin
$202K – – –
SWM
153
SeaCrest Wealth Management
New York
$185K +$50.4K +951 +37%
CAL
154
Capital Analysts LLC
Pennsylvania
$180K – – –
WCAMG
155
Woodard & Company Asset Management Group
North Carolina
$165K -$7.96M -150,592 -98%
SEI Investments
156
SEI Investments
Pennsylvania
$165K -$85.2K -1,604 -34%
ST
157
Smithfield Trust
Pennsylvania
$163K – – –
RCAG
158
Rehmann Capital Advisory Group
Michigan
$149K +$149K +2,811 New
TL
159
TrueWealth LLC
Georgia
$141K – – –
MA
160
MCF Advisors
Kentucky
$119K – – –
CPIG
161
Chicago Partners Investment Group
Illinois
$117K -$5.32K -100 -4%
BWA
162
BDO Wealth Advisors
Florida
$117K +$533 +10 +0.5%
FFC
163
First Financial Corp
Indiana
$80K – – –
LGWM
164
Litman Gregory Wealth Management
California
$72K +$72K +1,359 New
MMG
165
Monetary Management Group
Missouri
$68K – – –
SF
166
Synovus Financial
Georgia
$68K +$68K +1,257 New
WAP
167
Wealthcare Advisory Partners
Pennsylvania
$62K -$32.1K -602 -34%
HFP
168
Holistic Financial Partners
Indiana
$61K – – –
APA
169
American Portfolios Advisors
New York
$55.6K -$46.3K -871 -45%
APSP
170
Asset Planning Services (Pennsylvania)
Pennsylvania
$53K -$4.23K -80 -7%
SPIA
171
Steward Partners Investment Advisory
New York
$53K – – –
PMFA
172
Plante Moran Financial Advisors
Michigan
$43K -$265 -5 -0.6%
OIA
173
OneDigital Investment Advisors
Kansas
$42K – – –
IF
174
Ironwood Financial
Arizona
$42K +$9.67K +183 +30%
BA
175
Ballew Advisors
Mississippi
$40K +$40K +750 New
5 6
7
8 9