IUSV icon

iShares Core S&P US Value ETF

188 hedge funds and large institutions have $2.01B invested in iShares Core S&P US Value ETF in 2017 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 76 increasing their positions, 27 reducing their positions, and 10 closing their positions.

Holders
188
Holders Change
+41
Holders Change %
+27.89%
% of All Funds
4.27%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.18%
New
53
Increased
76
Reduced
27
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$882M 15,929,549 +4,199,867 +36%
LPL Financial
2
LPL Financial
California
$376M 6,778,294 +709,258 +12%
AC
3
Alleghany Corporation
New York
$78.4M 1,415,000 +1,415,000 New
USAA
4
United Services Automobile Association
Texas
$45.5M 821,926 +821,926 New
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$43M 776,582 +169,138 +28%
Morgan Stanley
6
Morgan Stanley
New York
$42.1M 760,471 +137,455 +22%
TFF
7
The Family Firm
Maryland
$41.4M 261,542 -2,651 -1%
SMA
8
Simply Money Advisors
Ohio
$26M 468,411 +7,697 +2%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$24.9M 450,142 +146,478 +48%
UBS Group
10
UBS Group
Switzerland
$22.7M 409,536 +106,260 +35%
AL
11
Aspiriant LLC
California
$19.9M 358,448 -880,152 -71%
Ameriprise
12
Ameriprise
Minnesota
$19.3M 349,594 +63,658 +22%
Wells Fargo
13
Wells Fargo
California
$18.2M 328,439 +56,003 +21%
HighTower Advisors
14
HighTower Advisors
Illinois
$16.3M 293,854 -29,547 -9%
MIM
15
Miller Investment Management
Pennsylvania
$16.2M 291,754 +3,826 +1%
Jane Street
16
Jane Street
New York
$15.7M 283,178 +116,257 +70%
Jones Financial Companies
17
Jones Financial Companies
Missouri
$14.2M 256,646 -6,882 -3%
William Blair & Company
18
William Blair & Company
Illinois
$14.1M 254,958 +4,312 +2%
PAG
19
Private Advisor Group
New Jersey
$13.7M 242,111 -7,832 -3%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$12M 216,721 +35,811 +20%
EA
21
Edge Advisors
Georgia
$11.9M 215,325
SGAM
22
Steinberg Global Asset Management
Florida
$11.8M 213,585 +4,627 +2%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$11.5M 207,490 +11,742 +6%
EIC
24
Equity Investment Corp
Georgia
$10.1M 182,688 +104,235 +133%
WCAMG
25
Woodard & Company Asset Management Group
North Carolina
$8.51M 153,712 +153,712 New