IUSV icon

iShares Core S&P US Value ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
SWM
151
Sequoia Wealth Management
Illinois
$475K -$298K -5,218 -39%
SB
152
Suntrust Banks
Georgia
$473K +$28.5K +504 +6%
AIM
153
Advantage Investment Management
Iowa
$459K -$15.8K -280 -3%
CL
154
CIM LLC
New York
$453K +$8.55K +151 +2%
RG
155
Rikoon Group
New Mexico
$436K -$46.7K -824 -10%
RJT
156
Raymond James Trust
Florida
$434K
Jane Street
157
Jane Street
New York
$434K +$434K +7,667 New
KA
158
Kovack Advisors
Florida
$427K +$8.55K +151 +2%
LP
159
LGL Partners
Pennsylvania
$426K -$69.9K -1,234 -14%
CCMD
160
Cypress Capital Management (Delaware)
Delaware
$426K
FTS
161
Fifth Third Securities
Ohio
$425K +$425K +7,507 New
WS
162
Wedbush Securities
California
$421K -$273K -4,817 -39%
WCG
163
Weaver Consulting Group
California
$413K
Creative Planning
164
Creative Planning
Kansas
$408K -$159K -2,803 -28%
APG
165
Abacus Planning Group
South Carolina
$400K
UWPG
166
Ullmann Wealth Partners Group
Florida
$396K -$16.4K -290 -4%
NPF
167
Norris Perne & French
Michigan
$395K
OIA
168
Optimum Investment Advisors
Illinois
$391K
BCA
169
Berman Capital Advisors
Georgia
$382K +$297K +5,235 +347%
Rockefeller Capital Management
170
Rockefeller Capital Management
New York
$374K +$83.4K +1,473 +29%
MAFM
171
Mid Atlantic Financial Management
Pennsylvania
$369K +$794 +14 +0.2%
PWAP
172
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$367K +$60.4K +1,065 +20%
SMFS
173
Squar Milner Financial Services
California
$361K +$101K +1,780 +39%
Bank of Montreal
174
Bank of Montreal
Ontario, Canada
$357K -$283 -5 -0.1%
RBC
175
Roble Belko & Company
Pennsylvania
$346K