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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
$1.83B
2
BL
Balentine LLC
Georgia
$146M
3
LPL Financial
LPL Financial
California
$603M
4
CG
Colony Group
Massachusetts
$18.8M
5
Morgan Stanley
Morgan Stanley
New York
$155M

Top Sellers

1
MFG
Merit Financial Group
Georgia
$0
2
Goldman Sachs
Goldman Sachs
New York
$23.3M
3
BlackRock
BlackRock
New York
$60M
4
PAG
Private Advisor Group
New Jersey
$10.1M
5
Jones Financial Companies
Jones Financial Companies
Missouri
$75.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
SSWM
201
Sheets Smith Wealth Management
North Carolina
$217K +$509 +9 +0.2%
NL
202
NWAM LLC
Washington
$215K – – –
BPA
203
Beacon Pointe Advisors
California
$203K -$6.56K -115 -3%
WAP
204
Wealthcare Advisory Partners
Pennsylvania
$201K +$110K +1,933 +120%
CAL
205
Capital Analysts LLC
Pennsylvania
$192K – – –
NCM
206
Next Capital Management
New York
$187K – – –
SFC
207
SYM Financial Corp
Indiana
$179K – – –
SPIA
208
Steward Partners Investment Advisory
New York
$172K +$172K +3,050 New
RCAG
209
Rehmann Capital Advisory Group
Michigan
$163K +$680 +12 +0.4%
TL
210
TrueWealth LLC
Georgia
$150K – – –
BCI
211
Brinker Capital Investments
Pennsylvania
$109K +$105K +1,854 +2,943%
CAPTRUST Financial Advisors
212
CAPTRUST Financial Advisors
North Carolina
$105K – – –
FFC
213
First Financial Corp
Indiana
$100K – – –
PFGIA
214
Patriot Financial Group Insurance Agency
Massachusetts
$87K – – –
ADL
215
Asset Dedication LLC
California
$80K – – –
LGWM
216
Litman Gregory Wealth Management
California
$77K – – –
FM
217
Family Management
New York
$77K +$77K +1,368 New
MMG
218
Monetary Management Group
Missouri
$72K – – –
SF
219
Synovus Financial
Georgia
$63K +$3.25K +58 +5%
RFM
220
Royal Fund Management
Florida
$57K +$10.4K +184 +22%
BEI
221
Benjamin Edwards Inc
Missouri
$57K +$57K +1,004 New
CIA
222
Cascade Investment Advisors
Oregon
$54.4K +$54.4K +960 New
APSP
223
Asset Planning Services (Pennsylvania)
Pennsylvania
$54K -$2.27K -40 -4%
PA
224
Parallel Advisors
California
$53K – – –
SBL
225
Sargent Bickham Lagudis
Colorado
$51K -$1.2M -21,300 -96%
7 8
9
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