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iShares Core S&P US Value ETF
IUSV

Overview Fund Activity

220 hedge funds and large institutions have $3.5B invested in iShares Core S&P US Value ETF in 2018 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 97 increasing their positions, 47 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
220
Holders Change
+10
Holders Change %
+4.76%
% of All Funds
5.04%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.23%
New
24
Increased
97
Reduced
47
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BL
Balentine LLC
Georgia
+$202M
2
Bank of America
Bank of America
North Carolina
+$166M
3
PPA
Parametric Portfolio Associates
Washington
+$135M
4
BlackRock
BlackRock
New York
+$81.2M
5
LPL Financial
LPL Financial
California
+$32.2M

Top Sellers

1
SRA
Summit Rock Advisors
New York
-$54M
2
AF
Allworth Financial
California
-$22.9M
3
Citadel Advisors
Citadel Advisors
Florida
-$6.92M
4
TF
TIAA FSB
Florida
-$4.8M
5
Ameriprise
Ameriprise
Minnesota
-$3.76M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$1.45B +$166M +2,945,466 +13%
LPL Financial
2
LPL Financial
California
$500M +$32.2M +571,495 +7%
BL
3
Balentine LLC
Georgia
$202M +$202M +3,588,401 New
PPA
4
Parametric Portfolio Associates
Washington
$135M +$135M +2,394,547 New
Jones Financial Companies
5
Jones Financial Companies
Missouri
$100M -$3.38M -59,977 -3%
BlackRock
6
BlackRock
New York
$82.9M +$81.2M +1,440,059 +4,818%
AC
7
Alleghany Corporation
New York
$82.7M – – –
PNC Financial Services Group
8
PNC Financial Services Group
Pennsylvania
$71.1M +$5.57M +98,746 +8%
USAA
9
United Services Automobile Association
Texas
$63.7M +$4.74M +84,056 +8%
Morgan Stanley
10
Morgan Stanley
New York
$59.8M +$9.5M +168,515 +19%
AL
11
Aspiriant LLC
California
$51.1M -$2.42M -42,863 -5%
UBS Group
12
UBS Group
Switzerland
$50.7M +$9.91M +175,819 +24%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$46.8M +$3.6M +63,937 +8%
TFF
14
The Family Firm
Maryland
$43.9M -$1.58M -9,165 -3%
Goldman Sachs
15
Goldman Sachs
New York
$38.6M +$25.2M +446,499 +187%
Ameriprise
16
Ameriprise
Minnesota
$36.3M -$3.76M -29,782 -9%
CWM
17
Cornerstone Wealth Management
Missouri
$32.2M +$21.2M +1,118,765 +194%
AWE
18
Avidian Wealth Enterprises
Texas
$23.9M -$13.4K -238 -0.1%
PAG
19
Private Advisor Group
New Jersey
$23.6M +$5.03M +88,840 +27%
William Blair & Company
20
William Blair & Company
Illinois
$22M +$994K +17,633 +5%
HighTower Advisors
21
HighTower Advisors
Illinois
$20.7M +$900K +15,963 +5%
Wells Fargo
22
Wells Fargo
California
$20.1M +$2.92M +51,868 +17%
SGAM
23
Steinberg Global Asset Management
Florida
$19.6M +$1.04M +18,472 +6%
MIM
24
Miller Investment Management
Pennsylvania
$16.3M -$292K -5,183 -2%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$15M +$1.55M +27,413 +11%
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