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iShares Core S&P US Value ETF
IUSV

Overview Fund Activity

220 hedge funds and large institutions have $3.5B invested in iShares Core S&P US Value ETF in 2018 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 97 increasing their positions, 47 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
220
Holders Change
+10
Holders Change %
+4.76%
% of All Funds
5.04%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.23%
New
24
Increased
97
Reduced
47
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BL
Balentine LLC
Georgia
+$202M
2
Bank of America
Bank of America
North Carolina
+$166M
3
PPA
Parametric Portfolio Associates
Washington
+$135M
4
BlackRock
BlackRock
New York
+$81.2M
5
LPL Financial
LPL Financial
California
+$32.2M

Top Sellers

1
SRA
Summit Rock Advisors
New York
-$54M
2
AF
Allworth Financial
California
-$22.9M
3
Citadel Advisors
Citadel Advisors
Florida
-$6.92M
4
TF
TIAA FSB
Florida
-$4.8M
5
Ameriprise
Ameriprise
Minnesota
-$3.76M
Name Holding Trade Value Shares
Change 		Shares
Change %
TL
176
TrueWealth LLC
Georgia
$150K – – –
WSTAM
177
Wilbanks Smith & Thomas Asset Management
Virginia
$148K +$148K +2,631 New
BWA
178
BDO Wealth Advisors
Florida
$126K – – –
PFGIA
179
Patriot Financial Group Insurance Agency
Massachusetts
$109K -$13.5K -239 -11%
CAPTRUST Financial Advisors
180
CAPTRUST Financial Advisors
North Carolina
$105K – – –
FFC
181
First Financial Corp
Indiana
$99K – – –
HR
182
Howe & Rusling
New York
$80K +$69.3K +1,226 +645%
ADL
183
Asset Dedication LLC
California
$78K +$511 +9 +0.7%
LGWM
184
Litman Gregory Wealth Management
California
$77K – – –
SF
185
Synovus Financial
Georgia
$73K +$3.33K +60 +5%
MMG
186
Monetary Management Group
Missouri
$72K – – –
SBL
187
Sargent Bickham Lagudis
Colorado
$60K +$60K +1,059 New
APSP
188
Asset Planning Services (Pennsylvania)
Pennsylvania
$56K +$662 +12 +1%
PMFA
189
Plante Moran Financial Advisors
Michigan
$46K – – –
RFM
190
Royal Fund Management
Florida
$46K – – –
IF
191
Ironwood Financial
Arizona
$45K – – –
OIA
192
OneDigital Investment Advisors
Kansas
$45K – – –
APP
193
Avantax Planning Partners
Iowa
$40K +$40K +716 New
BA
194
Ballew Advisors
Mississippi
$39K – – –
CFD
195
Creative Financial Designs
Indiana
$37K +$57 +1 +0.2%
RFC
196
Regions Financial Corp
Alabama
$34K -$18.6K -332 -35%
Fifth Third Bancorp
197
Fifth Third Bancorp
Ohio
$30K -$90K -1,590 -75%
QCIG
198
Quad-Cities Investment Group
Iowa
$29K +$168 +3 +0.6%
SFM
199
Signet Financial Management
New Jersey
$25K – – –
LWA
200
Lenox Wealth Advisors
New York
$22K – – –
6 7
8
9 10