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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 %
NL
201
NWAM LLC
Washington
$208K +$208K +3,788 New
FNBOH
202
First National Bank of Hutchinson
Kansas
$207K +$207K +3,690 New
AW
203
ACG Wealth
Georgia
$206K +$206K +3,754 New
BPA
204
Beacon Pointe Advisors
California
$202K +$202K +3,675 New
IA
205
IFP Advisors
Florida
$188K -$751K -13,942 -80%
CAL
206
Capital Analysts LLC
Pennsylvania
$186K – – –
NCM
207
Next Capital Management
New York
$181K -$196K -3,585 -52%
SFC
208
SYM Financial Corp
Indiana
$173K +$1.09K +20 +0.6%
FHB
209
First Hawaiian Bank
Hawaii
$164K +$1.64K +30 +1%
RCAG
210
Rehmann Capital Advisory Group
Michigan
$157K +$157K +2,860 New
SWM
211
SeaCrest Wealth Management
New York
$155K – – –
TL
212
TrueWealth LLC
Georgia
$145K – – –
BWA
213
BDO Wealth Advisors
Florida
$138K – – –
CAPTRUST Financial Advisors
214
CAPTRUST Financial Advisors
North Carolina
$102K – – –
FFC
215
First Financial Corp
Indiana
$96K – – –
WAP
216
Wealthcare Advisory Partners
Pennsylvania
$88K -$9.33K -171 -10%
PFGIA
217
Patriot Financial Group Insurance Agency
Massachusetts
$84K -$11.6K -210 -12%
BCA
218
Berman Capital Advisors
Georgia
$82K – – –
ADL
219
Asset Dedication LLC
California
$77K -$9.08K -164 -11%
LGWM
220
Litman Gregory Wealth Management
California
$75K – – –
MMG
221
Monetary Management Group
Missouri
$70K – – –
PMFA
222
Plante Moran Financial Advisors
Michigan
$66K +$29.3K +533 +80%
KPW
223
Kore Private Wealth
New York
$62K +$29.3K +533 +90%
SF
224
Synovus Financial
Georgia
$59K -$12.1K -219 -17%
APSP
225
Asset Planning Services (Pennsylvania)
Pennsylvania
$54K -$1.63K -30 -3%
7 8
9
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