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iShares Core S&P US Value ETF
IUSV

Overview Fund Activity

266 hedge funds and large institutions have $4.36B invested in iShares Core S&P US Value ETF in 2019 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 94 increasing their positions, 82 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
266
Holders Change
+1
Holders Change %
+0.38%
% of All Funds
5.84%
Holding in Top 10
16
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.67%
% of All Funds
0.35%
New
22
Increased
94
Reduced
82
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
$1.98B
2
LPL Financial
LPL Financial
California
$639M
3
Jane Street
Jane Street
New York
$16.6M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$28.7M
5
HighTower Advisors
HighTower Advisors
Illinois
$34.8M

Top Sellers

1
AWE
Avidian Wealth Enterprises
Texas
$665K
2
Wells Fargo
Wells Fargo
California
$20M
3
Jones Financial Companies
Jones Financial Companies
Missouri
$68.1M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$839K
5
BlackRock
BlackRock
New York
$57.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
FNBOH
151
First National Bank of Hutchinson
Kansas
$540K – – –
TC
152
TAP Consulting
Missouri
$523K +$523K +9,053 New
CPO
153
Cerity Partners OCIO
New York
$517K +$19.7K +341 +4%
Creative Planning
154
Creative Planning
Kansas
$505K +$88.9K +1,540 +21%
V
155
Veritable
Delaware
$504K -$289 -5 -0.1%
SCM
156
SOL Capital Management
Maryland
$493K – – –
RJT
157
Raymond James Trust
Florida
$491K +$48.1K +832 +11%
HCA
158
Heck Capital Advisors
Wisconsin
$486K -$6.65K -115 -1%
KA
159
Kovack Advisors
Florida
$479K +$42.9K +741 +10%
CL
160
CIM LLC
New York
$471K +$8.95K +155 +2%
RG
161
Rikoon Group
New Mexico
$452K +$6.6K +114 +1%
SB
162
Suntrust Banks
Georgia
$444K -$39.2K -677 -8%
CCMD
163
Cypress Capital Management (Delaware)
Delaware
$435K – – –
WT
164
Whittier Trust
California
$426K -$194K -3,351 -31%
MWC
165
MKD Wealth Coaches
Michigan
$413K +$71K +1,229 +21%
IA
166
IFG Advisory
Georgia
$413K +$413K +7,157 New
WCG
167
Weaver Consulting Group
California
$409K -$13.9K -239 -3%
APG
168
Abacus Planning Group
South Carolina
$409K – – –
LP
169
LGL Partners
Pennsylvania
$404K -$30.8K -533 -7%
UWPG
170
Ullmann Wealth Partners Group
Florida
$404K +$231 +4 +0.1%
NPF
171
Norris Perne & French
Michigan
$403K – – –
AIM
172
Advantage Investment Management
Iowa
$402K -$66.2K -1,147 -14%
OIA
173
Optimum Investment Advisors
Illinois
$399K – – –
BCA
174
Berman Capital Advisors
Georgia
$391K +$1.85K +32 +0.5%
MGAM
175
McGowan Group Asset Management
Texas
$386K +$386K +6,686 New
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7
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