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iShares Core S&P US Value ETF
IUSV

Overview Fund Activity

263 hedge funds and large institutions have $3.87B invested in iShares Core S&P US Value ETF in 2019 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 94 increasing their positions, 76 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
263
Holders Change
+10
Holders Change %
+3.95%
% of All Funds
5.7%
Holding in Top 10
13
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+30%
% of All Funds
0.28%
New
38
Increased
94
Reduced
76
Closed
27
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$96.3M
2
MFG
Merit Financial Group
Georgia
+$84.3M
3
LPL Financial
LPL Financial
California
+$34.6M
4
Morgan Stanley
Morgan Stanley
New York
+$19.1M
5
Wells Fargo
Wells Fargo
California
+$17.9M

Top Sellers

1
CIM
Confluence Investment Management
Missouri
-$29.2M
2
NIMC
NWQ Investment Management Company
California
-$18M
3
EIC
Equity Investment Corp
Georgia
-$14.9M
4
RJA
Raymond James & Associates
Florida
-$14.2M
5
Jones Financial Companies
Jones Financial Companies
Missouri
-$10M
Name Holding Trade Value Shares
Change 		Shares
Change %
FHA
176
Flagship Harbor Advisors
Massachusetts
$296K -$20K -366 -6%
5L
177
55I LLC
Massachusetts
$290K +$290K +5,289 New
NGA
178
Naples Global Advisors
Florida
$289K -$5.49K -100 -2%
PA
179
PFG Advisors
Arizona
$285K -$800 -14 -0.3%
EAM
180
Evanson Asset Management
California
$284K -$64.3K -1,175 -18%
MA
181
MCF Advisors
Kentucky
$282K – – –
BCM
182
BTC Capital Management
Iowa
$282K – – –
Rockefeller Capital Management
183
Rockefeller Capital Management
New York
$282K +$282K +5,136 New
SWA
184
Stratos Wealth Advisors
Ohio
$275K +$13.8K +253 +5%
JIC
185
Johnson Investment Counsel
Ohio
$271K – – –
DJSG
186
D.J. St. Germain
Massachusetts
$268K – – –
PA
187
Pinnacle Associates
New York
$266K – – –
PWMAG
188
Pinnacle Wealth Management Advisory Group
New Jersey
$266K – – –
SMFS
189
Squar Milner Financial Services
California
$251K – – –
WCM
190
Windham Capital Management
Massachusetts
$247K +$247K +4,500 New
BFPW
191
BOK Financial Private Wealth
Colorado
$246K -$9.72K -177 -4%
CI
192
CX Institutional
Indiana
$241K -$5.28M -96,345 -96%
GJIC
193
Gamble Jones Investment Counsel
California
$238K +$238K +4,339 New
FWM
194
FFT Wealth Management
Pennsylvania
$233K +$713 +13 +0.3%
CGA
195
Crescent Grove Advisors
Illinois
$229K – – –
RE
196
RBC Europe
United Kingdom
$228K – – –
Baird Financial Group
197
Baird Financial Group
Wisconsin
$227K -$2.04M -37,229 -90%
PFA
198
Pinnacle Family Advisors
Missouri
$218K -$782K -14,274 -78%
PJSIMP
199
P.J. Schmidt Investment Management (PJS)
Wisconsin
$213K +$213K +3,888 New
SSWM
200
Sheets Smith Wealth Management
North Carolina
$210K +$210K +3,825 New
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