IUSV icon

iShares Core S&P US Value ETF
IUSV

Overview Fund Activity

210 hedge funds and large institutions have $2.72B invested in iShares Core S&P US Value ETF in 2018 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 88 increasing their positions, 45 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
210
Holders Change
+11
Holders Change %
+5.53%
% of All Funds
4.81%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.16%
New
26
Increased
88
Reduced
45
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$165M
2
Jones Financial Companies
Jones Financial Companies
Missouri
+$84.5M
3
LPL Financial
LPL Financial
California
+$41.4M
4
AF
Allworth Financial
California
+$25M
5
PAG
Private Advisor Group
New Jersey
+$12.3M

Top Sellers

1
RJA
Raymond James & Associates
Florida
-$11.7M
2
AL
Aspiriant LLC
California
-$3.22M
3
Wells Fargo
Wells Fargo
California
-$2.16M
4
EIC
Equity Investment Corp
Georgia
-$1.55M
5
AIM
Advantage Investment Management
Iowa
-$1.35M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$1.22B +$165M +3,068,344 +16%
LPL Financial
2
LPL Financial
California
$445M +$41.4M +770,326 +10%
Jones Financial Companies
3
Jones Financial Companies
Missouri
$98.5M +$84.5M +1,575,052 +605%
AC
4
Alleghany Corporation
New York
$78.7M – – –
SRA
5
Summit Rock Advisors
New York
$62.8M +$11.2M +208,467 +22%
PNC Financial Services Group
6
PNC Financial Services Group
Pennsylvania
$62.4M +$8.01M +149,193 +15%
USAA
7
United Services Automobile Association
Texas
$56.2M +$4.41M +82,082 +9%
AL
8
Aspiriant LLC
California
$50.9M -$3.22M -59,925 -6%
Morgan Stanley
9
Morgan Stanley
New York
$47.9M +$1.21M +22,468 +3%
TFF
10
The Family Firm
Maryland
$42.9M -$20.4K -126 -0%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$41.1M +$3.41M +63,556 +9%
UBS Group
12
UBS Group
Switzerland
$38.8M +$4.95M +92,243 +15%
AF
13
Allworth Financial
California
$25M +$25M +465,172 New
AWE
14
Avidian Wealth Enterprises
Texas
$22.7M +$179K +3,330 +0.8%
William Blair & Company
15
William Blair & Company
Illinois
$20M +$5.39M +100,478 +37%
HighTower Advisors
16
HighTower Advisors
Illinois
$18.8M +$833K +15,526 +5%
SGAM
17
Steinberg Global Asset Management
Florida
$17.7M +$5.13M +95,582 +41%
PAG
18
Private Advisor Group
New Jersey
$17.6M +$12.3M +229,687 +232%
Ameriprise
19
Ameriprise
Minnesota
$17M -$197K -3,676 -1%
Wells Fargo
20
Wells Fargo
California
$16.3M -$2.16M -40,164 -12%
MIM
21
Miller Investment Management
Pennsylvania
$15.8M +$179K +3,330 +1%
TF
22
TIAA FSB
Florida
$14.4M +$6.01M +112,013 +72%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$13.2M +$276K +5,145 +2%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$12.8M +$561K +10,456 +5%
Goldman Sachs
25
Goldman Sachs
New York
$12.8M +$3.35M +62,360 +35%
1
2 3 4 5