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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 %
CFD
176
Creative Financial Designs
Indiana
$35K +$24.2K +450 +225%
ADL
177
Asset Dedication LLC
California
$34K +$34K +643 New
SFM
178
Signet Financial Management
New Jersey
$32K +$32K +600 New
RFC
179
Regions Financial Corp
Alabama
$32K +$32K +606 New
Fifth Third Bancorp
180
Fifth Third Bancorp
Ohio
$25K -$5.25K -100 -17%
RFA
181
Reilly Financial Advisors
California
$25K – – –
TFS
182
TrustCore Financial Services
Tennessee
$16K – – –
HI
183
Hudock Inc
Pennsylvania
$11K +$11K +221 New
SIA
184
SeaBridge Investment Advisors
New Jersey
$10K – – –
AIM
185
Anchor Investment Management
South Carolina
$9.56K – – –
GI
186
Gradient Investments
Minnesota
$9K – – –
CCM
187
Cribstone Capital Management
Maine
$8K – – –
JCM
188
Jacobi Capital Management
Pennsylvania
$8K +$2.87K +56 +56%
WTC
189
WhitTier Trust Company
Nevada
$6K – – –
TC
190
Trilogy Capital
California
$6K +$6K +115 New
IIC
191
Integrated Investment Consultants
Michigan
$6K +$6K +117 New
Financial Engines Advisors
192
Financial Engines Advisors
California
$6K +$6K +122 New
VFA
193
Valeo Financial Advisors
Indiana
$5K – – –
ML
194
McAdam LLC
Pennsylvania
$5K +$5K +102 New
AWMS
195
Advocacy Wealth Management Services
Georgia
$4K – – –
BCI
196
Brinker Capital Investments
Pennsylvania
$3K -$1.84M -39,300 -100%
LFG
197
LifePlan Financial Group
Ohio
$2K +$2K +42 New
AOWM
198
Alpha Omega Wealth Management
Virginia
$1K +$1K +28 New
CIM
199
Confluence Investment Management
Missouri
– -$6.81M -122,980 Closed
Citadel Advisors
200
Citadel Advisors
Florida
– -$6.29M -113,424 Closed
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