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iShares Core S&P US Value ETF
IUSV

Overview Fund Activity

263 hedge funds and large institutions have $3.87B invested in iShares Core S&P US Value ETF in 2019 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 94 increasing their positions, 76 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
263
Holders Change
+10
Holders Change %
+3.95%
% of All Funds
5.7%
Holding in Top 10
13
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+30%
% of All Funds
0.28%
New
38
Increased
94
Reduced
76
Closed
27
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$96.3M
2
MFG
Merit Financial Group
Georgia
+$84.3M
3
LPL Financial
LPL Financial
California
+$34.6M
4
Morgan Stanley
Morgan Stanley
New York
+$19.1M
5
Wells Fargo
Wells Fargo
California
+$17.9M

Top Sellers

1
CIM
Confluence Investment Management
Missouri
-$29.2M
2
NIMC
NWQ Investment Management Company
California
-$18M
3
EIC
Equity Investment Corp
Georgia
-$14.9M
4
RJA
Raymond James & Associates
Florida
-$14.2M
5
Jones Financial Companies
Jones Financial Companies
Missouri
-$10M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$1.72B +$96.3M +1,755,682 +6%
LPL Financial
2
LPL Financial
California
$556M +$34.6M +630,789 +7%
Morgan Stanley
3
Morgan Stanley
New York
$134M +$19.1M +348,651 +17%
BL
4
Balentine LLC
Georgia
$106M +$12.3M +224,483 +13%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$92.6M +$12.8M +232,646 +16%
BlackRock
6
BlackRock
New York
$86M +$2.74M +50,056 +3%
MFG
7
Merit Financial Group
Georgia
$84.3M +$84.3M +1,083,337 New
PNC Financial Services Group
8
PNC Financial Services Group
Pennsylvania
$83.8M +$7.6M +138,620 +10%
Jones Financial Companies
9
Jones Financial Companies
Missouri
$83.8M -$10M -182,435 -11%
USAA
10
United Services Automobile Association
Texas
$67.6M +$2.83M +51,558 +4%
UBS Group
11
UBS Group
Switzerland
$55.9M -$4.52M -82,433 -7%
Goldman Sachs
12
Goldman Sachs
New York
$50.9M +$7.94M +144,890 +18%
AL
13
Aspiriant LLC
California
$49.3M +$1.96M +35,762 +4%
TFF
14
The Family Firm
Maryland
$42.4M -$241K -1,446 -0.6%
Wells Fargo
15
Wells Fargo
California
$41.6M +$17.9M +326,521 +76%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$29.6M +$12.8M +234,325 +77%
PPA
17
Parametric Portfolio Associates
Washington
$25.5M -$8.52M -155,405 -25%
PAG
18
Private Advisor Group
New Jersey
$25M +$13.6M +248,830 +120%
AWE
19
Avidian Wealth Enterprises
Texas
$23.6M +$5.51M +100,411 +30%
William Blair & Company
20
William Blair & Company
Illinois
$23.1M +$502K +9,162 +2%
RJFSA
21
Raymond James Financial Services Advisors
Florida
$22.8M -$4.34M -79,234 -16%
HighTower Advisors
22
HighTower Advisors
Illinois
$20M -$2.35M -42,865 -11%
SGAM
23
Steinberg Global Asset Management
Florida
$17.8M +$36.6K +667 +0.2%
TVAMP
24
Tennessee Valley Asset Management Partners
Tennessee
$17.3M +$3.2M +58,349 +23%
Ameriprise
25
Ameriprise
Minnesota
$16.4M -$684K -12,483 -4%
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