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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 %
GI
201
Gradient Investments
Minnesota
$18K -$3.2K -58 -15%
TFS
202
TrustCore Financial Services
Tennessee
$17K – – –
JCM
203
Jacobi Capital Management
Pennsylvania
$17K +$1.07K +19 +7%
RFA
204
Reilly Financial Advisors
California
$15K -$11.7K -210 -44%
AIM
205
Anchor Investment Management
South Carolina
$10.1K – – –
SIA
206
SeaBridge Investment Advisors
New Jersey
$10K – – –
CCM
207
Cribstone Capital Management
Maine
$9K – – –
CFA
208
Camarda Financial Advisors
Florida
$8K +$8K +145 New
WTC
209
WhitTier Trust Company
Nevada
$7K – – –
TC
210
Trilogy Capital
California
$6K – – –
ML
211
McAdam LLC
Pennsylvania
$6K – – –
RAM
212
Riggs Asset Management
Pennsylvania
$6K +$6K +112 New
VFA
213
Valeo Financial Advisors
Indiana
$5K – – –
BCI
214
Brinker Capital Investments
Pennsylvania
$4K – – –
AF
215
Allworth Financial
California
$3K -$22.9M -465,111 -100%
LFG
216
LifePlan Financial Group
Ohio
$2K – – –
KJWM
217
Kiley Juergens Wealth Management
Washington
$2K – – –
CB
218
CNB Bank
Pennsylvania
$1K +$1K +21 New
Citadel Advisors
219
Citadel Advisors
Florida
– -$6.92M -128,884 Closed
Renaissance Technologies
220
Renaissance Technologies
New York
– -$499K -9,300 Closed
SCM
221
Snow Capital Management
Pennsylvania
– -$234K -4,361 Closed
NB
222
Nicolet Bankshares
Wisconsin
– -$204K -3,795 Closed
SEI Investments
223
SEI Investments
Pennsylvania
– -$183K -3,415 Closed
ST
224
Smithfield Trust
Pennsylvania
– -$165K -3,075 Closed
CF
225
Centaurus Financial
California
– -$106K -1,972 Closed
6 7 8
9
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