IUSV icon

iShares Core S&P US Value ETF
IUSV

Overview Fund Activity

265 hedge funds and large institutions have $4.09B invested in iShares Core S&P US Value ETF in 2019 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 118 increasing their positions, 60 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
265
Holders Change
+2
Holders Change %
+0.76%
% of All Funds
5.76%
Holding in Top 10
15
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+15.38%
% of All Funds
0.33%
New
28
Increased
118
Reduced
60
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$60.3M
2
BL
Balentine LLC
Georgia
+$37M
3
LPL Financial
LPL Financial
California
+$28.5M
4
CG
Colony Group
Massachusetts
+$18.8M
5
Morgan Stanley
Morgan Stanley
New York
+$16.4M

Top Sellers

1
MFG
Merit Financial Group
Georgia
-$84.3M
2
Goldman Sachs
Goldman Sachs
New York
-$29.3M
3
BlackRock
BlackRock
New York
-$28.9M
4
PAG
Private Advisor Group
New Jersey
-$15.7M
5
Jones Financial Companies
Jones Financial Companies
Missouri
-$11.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWC
176
MKD Wealth Coaches
Michigan
$336K -$10.2K -179 -3%
PPW
177
Pasadena Private Wealth
California
$331K -$98K -1,728 -23%
AP
178
Appleton Partners
Massachusetts
$323K – – –
NGA
179
Naples Global Advisors
Florida
$303K +$4.54K +80 +2%
AW
180
ACG Wealth
Georgia
$302K +$89.4K +1,578 +42%
FHA
181
Flagship Harbor Advisors
Massachusetts
$300K -$6.12K -108 -2%
DADC
182
D.A. Davidson & Co
Montana
$298K +$298K +5,265 New
BCM
183
BTC Capital Management
Iowa
$291K – – –
PA
184
PFG Advisors
Arizona
$291K +$1.51K +26 +0.5%
MA
185
Mutual Advisors
Nebraska
$290K +$290K +5,126 New
SWA
186
Stratos Wealth Advisors
Ohio
$288K +$3.29K +58 +1%
MA
187
MCF Advisors
Kentucky
$284K -$6.8K -120 -2%
GJIC
188
Gamble Jones Investment Counsel
California
$282K +$36.2K +639 +15%
EIP
189
Ellis Investment Partners
Pennsylvania
$279K +$279K +4,893 New
BRWA
190
B. Riley Wealth Advisors
Florida
$278K -$648K -11,411 -70%
DJSG
191
D.J. St. Germain
Massachusetts
$277K – – –
WCM
192
Windham Capital Management
Massachusetts
$255K – – –
AAS
193
Avantax Advisory Services
Texas
$250K +$250K +4,420 New
FWM
194
FFT Wealth Management
Pennsylvania
$242K +$851 +15 +0.4%
PJSIMP
195
P.J. Schmidt Investment Management (PJS)
Wisconsin
$238K +$17.4K +306 +8%
CGA
196
Crescent Grove Advisors
Illinois
$237K – – –
RE
197
RBC Europe
United Kingdom
$236K – – –
Baird Financial Group
198
Baird Financial Group
Wisconsin
$233K -$1.76K -31 -0.7%
BFPW
199
BOK Financial Private Wealth
Colorado
$229K -$24.9K -440 -10%
PFA
200
Pinnacle Family Advisors
Missouri
$225K +$113 +2 +0.1%
6 7
8
9 10