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iShares Core S&P US Value ETF
IUSV

Overview Fund Activity

126 hedge funds and large institutions have $747M invested in iShares Core S&P US Value ETF in 2017 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 48 increasing their positions, 28 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
126
Holders Change
+8
Holders Change %
+6.78%
% of All Funds
3.14%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.15%
New
24
Increased
48
Reduced
28
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$162M
2
Bank of America
Bank of America
North Carolina
+$81.4M
3
Jane Street
Jane Street
New York
+$8.96M
4
PAG
Private Advisor Group
New Jersey
+$7.36M
5
HighTower Advisors
HighTower Advisors
Illinois
+$6.47M

Top Sellers

1
MIAN
Mariner Independent Advisor Network
Kansas
-$10M
2
SPC
Sigma Planning Corp
Michigan
-$8.01M
3
AL
Aspiriant LLC
California
-$4.3M
4
CIM
Confluence Investment Management
Missouri
-$3.99M
5
SCM
Snow Capital Management
Pennsylvania
-$2.49M
Name Holding Trade Value Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$175M +$162M +3,212,091 +1,190%
Bank of America
2
Bank of America
North Carolina
$159M +$81.4M +1,611,562 +105%
AL
3
Aspiriant LLC
California
$71.3M -$4.3M -85,251 -6%
TFF
4
The Family Firm
Maryland
$35.9M -$1.12M -8,034 -3%
SMA
5
Simply Money Advisors
Ohio
$21.5M +$940K +18,622 +5%
Morgan Stanley
6
Morgan Stanley
New York
$20.5M +$2.78M +55,014 +16%
Jane Street
7
Jane Street
New York
$19M +$8.96M +177,425 +89%
Wells Fargo
8
Wells Fargo
California
$16.3M +$4.81M +95,334 +42%
EA
9
Edge Advisors
Georgia
$14M -$9.59K -190 -0.1%
William Blair & Company
10
William Blair & Company
Illinois
$13.4M +$201K +3,920 +2%
Jones Financial Companies
11
Jones Financial Companies
Missouri
$13.4M +$502K +9,953 +4%
PNC Financial Services Group
12
PNC Financial Services Group
Pennsylvania
$11.7M +$5.45M +107,944 +87%
UBS Group
13
UBS Group
Switzerland
$11.1M +$4.71M +93,376 +74%
Ameriprise
14
Ameriprise
Minnesota
$10.8M +$5.79M +114,644 +116%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$8.41M +$651K +12,896 +8%
PAG
16
Private Advisor Group
New Jersey
$8.4M +$7.36M +146,656 +705%
HighTower Advisors
17
HighTower Advisors
Illinois
$8.21M +$6.47M +128,228 +372%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$7.91M +$2.66M +52,693 +51%
EIC
19
Equity Investment Corp
Georgia
$7.87M +$303K +6,003 +4%
HCA
20
Heck Capital Advisors
Wisconsin
$7.8M +$1.46M +28,846 +23%
TPWA
21
TRUE Private Wealth Advisors
Oregon
$5.68M +$264K +5,256 +5%
Goldman Sachs
22
Goldman Sachs
New York
$5.35M -$42.4K -839 -0.8%
BPB
23
Badgley, Phelps & Bell
Washington
$4.62M +$195K +3,871 +4%
FPIS
24
Financial Planning & Information Services
Wisconsin
$4.59M -$198K -3,925 -4%
US Bancorp
25
US Bancorp
Minnesota
$4.18M -$555K -10,986 -12%
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