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iShares Core S&P US Value ETF
IUSV

Overview Fund Activity

199 hedge funds and large institutions have $2.32B invested in iShares Core S&P US Value ETF in 2018 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 84 increasing their positions, 46 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
199
Holders Change
+11
Holders Change %
+5.85%
% of All Funds
4.57%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.18%
New
31
Increased
84
Reduced
46
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$202M
2
SRA
Summit Rock Advisors
New York
+$51.1M
3
LPL Financial
LPL Financial
California
+$39.8M
4
AL
Aspiriant LLC
California
+$34.5M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$13.3M

Top Sellers

1
Jane Street
Jane Street
New York
-$10.7M
2
WCAMG
Woodard & Company Asset Management Group
North Carolina
-$7.96M
3
PAG
Private Advisor Group
New Jersey
-$7.61M
4
CIM
Confluence Investment Management
Missouri
-$6.81M
5
EIC
Equity Investment Corp
Georgia
-$6.65M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$1.05B +$202M +3,801,089 +24%
LPL Financial
2
LPL Financial
California
$400M +$39.8M +749,723 +11%
AC
3
Alleghany Corporation
New York
$77.9M +$2.76M +52,000 +4%
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$53.8M +$12.5M +236,157 +30%
AL
5
Aspiriant LLC
California
$53.6M +$34.5M +649,880 +181%
USAA
6
United Services Automobile Association
Texas
$51.2M +$7.56M +142,305 +17%
SRA
7
Summit Rock Advisors
New York
$51.1M +$51.1M +961,353 New
Morgan Stanley
8
Morgan Stanley
New York
$46.2M +$5.83M +109,738 +14%
TFF
9
The Family Firm
Maryland
$41.3M +$434K +2,779 +1%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$36.9M +$13.3M +252,569 +56%
UBS Group
11
UBS Group
Switzerland
$33.5M +$11.8M +221,829 +54%
SMA
12
Simply Money Advisors
Ohio
$24.3M -$604K -11,364 -2%
AWE
13
Avidian Wealth Enterprises
Texas
$22.3M +$662K +12,458 +3%
Wells Fargo
14
Wells Fargo
California
$18.3M +$830K +15,631 +5%
Ameriprise
15
Ameriprise
Minnesota
$18.2M -$1.64M -28,847 -8%
HighTower Advisors
16
HighTower Advisors
Illinois
$17.8M +$2.18M +40,966 +14%
MIM
17
Miller Investment Management
Pennsylvania
$15.5M +$1.59K +30 +0%
RJA
18
Raymond James & Associates
Florida
$14.5M +$8.27M +155,672 +133%
William Blair & Company
19
William Blair & Company
Illinois
$14.5M +$931K +17,520 +7%
Jones Financial Companies
20
Jones Financial Companies
Missouri
$13.8M +$207K +3,905 +2%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$12.8M +$1.3M +24,539 +11%
SGAM
22
Steinberg Global Asset Management
Florida
$12.4M +$1.08M +20,372 +10%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$12.2M +$1.13M +21,365 +10%
SSB
24
Sandy Spring Bank
Maryland
$9.64M +$3.87M +72,846 +67%
Goldman Sachs
25
Goldman Sachs
New York
$9.35M +$1.49M +28,071 +19%
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