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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 %
RG
151
Rikoon Group
New Mexico
$467K +$56.7K +1,035 +14%
AIM
152
Advantage Investment Management
Iowa
$460K +$11.2K +204 +2%
HCA
153
Heck Capital Advisors
Wisconsin
$457K -$3.67K -67 -0.8%
CPO
154
Cerity Partners OCIO
New York
$435K -$84.4K -1,537 -16%
Renaissance Technologies
155
Renaissance Technologies
New York
$433K +$433K +7,900 New
SB
156
Suntrust Banks
Georgia
$430K +$5.64K +103 +1%
CL
157
CIM LLC
New York
$430K +$121K +2,205 +39%
RJT
158
Raymond James Trust
Florida
$420K -$182K -3,326 -30%
PPW
159
Pasadena Private Wealth
California
$415K – – –
CCMD
160
Cypress Capital Management (Delaware)
Delaware
$413K +$24.7K +450 +6%
KA
161
Kovack Advisors
Florida
$405K +$43.9K +801 +12%
WCG
162
Weaver Consulting Group
California
$405K +$405K +7,286 New
UWPG
163
Ullmann Wealth Partners Group
Florida
$399K -$194K -3,549 -33%
BAM
164
Baldrige Asset Management
Pennsylvania
$392K +$392K +7,141 New
APG
165
Abacus Planning Group
South Carolina
$388K – – –
NPF
166
Norris Perne & French
Michigan
$382K – – –
OIA
167
Optimum Investment Advisors
Illinois
$378K – – –
MAFM
168
Mid Atlantic Financial Management
Pennsylvania
$356K +$356K +6,491 New
Bank of Montreal
169
Bank of Montreal
Ontario, Canada
$346K +$2.25K +41 +0.7%
RBC
170
Roble Belko & Company
Pennsylvania
$335K – – –
MWC
171
MKD Wealth Coaches
Michigan
$335K +$22.6K +412 +7%
GIA
172
Gladstone Institutional Advisory
Florida
$320K +$6.09K +111 +2%
AP
173
Appleton Partners
Massachusetts
$313K -$32.9K -600 -10%
Cetera Investment Advisers
174
Cetera Investment Advisers
Illinois
$312K +$312K +5,681 New
PWAP
175
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$297K -$115K -2,090 -28%
5 6
7
8 9