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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 %
CAL
201
Capital Analysts LLC
Pennsylvania
$167K – – –
SFC
202
SYM Financial Corp
Indiana
$154K – – –
FHB
203
First Hawaiian Bank
Hawaii
$145K -$1.52K -31 -1%
SWM
204
SeaCrest Wealth Management
New York
$138K -$92.4K -1,888 -40%
TL
205
TrueWealth LLC
Georgia
$130K – – –
BWA
206
BDO Wealth Advisors
Florida
$123K +$13.3K +272 +12%
CAPTRUST Financial Advisors
207
CAPTRUST Financial Advisors
North Carolina
$91K – – –
WAP
208
Wealthcare Advisory Partners
Pennsylvania
$88K -$45.2K -917 -34%
FFC
209
First Financial Corp
Indiana
$86K – – –
PFGIA
210
Patriot Financial Group Insurance Agency
Massachusetts
$85K -$9.56K -195 -10%
ADL
211
Asset Dedication LLC
California
$76K +$8.85K +181 +13%
NFG
212
Next Financial Group
Texas
$76K +$76K +1,551 New
BCA
213
Berman Capital Advisors
Georgia
$74K +$74K +1,509 New
LGWM
214
Litman Gregory Wealth Management
California
$67K – – –
SF
215
Synovus Financial
Georgia
$63K -$1.47K -30 -2%
MMG
216
Monetary Management Group
Missouri
$63K – – –
APSP
217
Asset Planning Services (Pennsylvania)
Pennsylvania
$50K +$342 +7 +0.7%
PA
218
Parallel Advisors
California
$46K +$46K +942 New
WCM
219
WealthBridge Capital Management
Ohio
$42K +$42K +846 New
RFM
220
Royal Fund Management
Florida
$40K – – –
IF
221
Ironwood Financial
Arizona
$39K – – –
PMFA
222
Plante Moran Financial Advisors
Michigan
$33K -$7.55K -153 -19%
W
223
WealthOne
New York
$31K +$31K +626 New
RFC
224
Regions Financial Corp
Alabama
$30K – – –
KPW
225
Kore Private Wealth
New York
$29K +$29K +594 New
7 8
9
10 11