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iShares Core S&P US Value ETF
IUSV

Overview Fund Activity

253 hedge funds and large institutions have $3.29B invested in iShares Core S&P US Value ETF in 2018 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 97 increasing their positions, 46 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
253
Holders Change
+33
Holders Change %
+15%
% of All Funds
5.65%
Holding in Top 10
10
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.22%
New
68
Increased
97
Reduced
46
Closed
33
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$186M
2
Morgan Stanley
Morgan Stanley
New York
+$50.4M
3
LPL Financial
LPL Financial
California
+$31.2M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$30.7M
5
CIM
Confluence Investment Management
Missouri
+$28.6M

Top Sellers

1
BL
Balentine LLC
Georgia
-$92.4M
2
PPA
Parametric Portfolio Associates
Washington
-$87.1M
3
AC
Alleghany Corporation
New York
-$82.7M
4
CWM
Cornerstone Wealth Management
Missouri
-$32.2M
5
SRA
Summit Rock Advisors
New York
-$11.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
APA
176
American Portfolios Advisors
New York
$312K +$151K +3,074 +94%
AP
177
Appleton Partners
Massachusetts
$309K – – –
Bank of Montreal
178
Bank of Montreal
Ontario, Canada
$307K – – –
RBC
179
Roble Belko & Company
Pennsylvania
$300K – – –
AWM
180
Alterna Wealth Management
Texas
$291K +$291K +5,938 New
FHA
181
Flagship Harbor Advisors
Massachusetts
$283K -$1.77M -36,057 -86%
GIA
182
Gladstone Institutional Advisory
Florida
$281K +$281K +5,720 New
MWC
183
MKD Wealth Coaches
Michigan
$279K +$279K +5,690 New
CL
184
CIM LLC
New York
$277K +$28.2K +575 +11%
NGA
185
Naples Global Advisors
Florida
$274K -$13.3K -260 -5%
PA
186
PFG Advisors
Arizona
$271K – – –
MA
187
MCF Advisors
Kentucky
$252K – – –
BCM
188
BTC Capital Management
Iowa
$252K – – –
M&T Bank
189
M&T Bank
New York
$247K +$247K +5,034 New
JIC
190
Johnson Investment Counsel
Ohio
$243K +$243K +4,960 New
DJSG
191
D.J. St. Germain
Massachusetts
$240K -$32K -652 -12%
PA
192
Pinnacle Associates
New York
$238K +$238K +4,850 New
PWMAG
193
Pinnacle Wealth Management Advisory Group
New Jersey
$238K +$238K +4,850 New
SWA
194
Stratos Wealth Advisors
Ohio
$234K +$234K +4,771 New
BFPW
195
BOK Financial Private Wealth
Colorado
$229K -$32.6K -662 -12%
SMFS
196
Squar Milner Financial Services
California
$225K – – –
HFS
197
HL Financial Services
Kentucky
$210K +$210K +4,282 New
FWM
198
FFT Wealth Management
Pennsylvania
$208K -$392K -7,983 -65%
CGA
199
Crescent Grove Advisors
Illinois
$205K +$205K +4,181 New
RE
200
RBC Europe
United Kingdom
$204K – – –
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8
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