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iShares Core S&P US Value ETF
IUSV

Overview Fund Activity

265 hedge funds and large institutions have $4.09B invested in iShares Core S&P US Value ETF in 2019 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 118 increasing their positions, 60 reducing their positions, and 23 closing their positions.

Holders
265
Holders Change
+2
Holders Change %
+0.76%
% of All Funds
5.76%
Holding in Top 10
15
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+15.38%
% of All Funds
0.33%
New
28
Increased
118
Reduced
60
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$1.83B
2
BL
2
Balentine LLC
Georgia
$146M
3
LPL Financial
3
LPL Financial
California
$603M
4
CG
4
Colony Group
Massachusetts
$18.8M
5
Morgan Stanley
5
Morgan Stanley
New York
$155M

Top Sellers

1
MFG
1
Merit Financial Group
Georgia
$0
2
Goldman Sachs
2
Goldman Sachs
New York
$23.3M
3
BlackRock
3
BlackRock
New York
$60M
4
PAG
4
Private Advisor Group
New Jersey
$10.1M
5
Jones Financial Companies
5
Jones Financial Companies
Missouri
$75.2M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$1.83B 32,358,801 +1,065,244 +3%
LPL Financial
2
LPL Financial
California
$603M 10,638,096 +502,722 +5%
Morgan Stanley
3
Morgan Stanley
New York
$155M 2,727,270 +289,766 +12%
BL
4
Balentine LLC
Georgia
$146M 2,584,154 +652,532 +34%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$108M 1,907,405 +218,981 +13%
PNC Financial Services Group
6
PNC Financial Services Group
Pennsylvania
$93.4M 1,648,988 +120,251 +8%
Jones Financial Companies
7
Jones Financial Companies
Missouri
$75.2M 1,328,104 -200,141 -13%
USAA
8
United Services Automobile Association
Texas
$71.8M 1,267,521 +34,742 +3%
UBS Group
9
UBS Group
Switzerland
$63.8M 1,125,433 +105,837 +10%
BlackRock
10
BlackRock
New York
$60M 1,058,788 -510,314 -33%
AL
11
Aspiriant LLC
California
$52.1M 919,447 +19,783 +2%
TFF
12
The Family Firm
Maryland
$43.6M 253,059 -1,285 -0.5%
PPA
13
Parametric Portfolio Associates
Washington
$39.7M 700,287 +235,354 +51%
AWE
14
Avidian Wealth Enterprises
Texas
$39M 689,098 +257,988 +60%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$36.4M 641,884 +101,445 +19%
Wells Fargo
16
Wells Fargo
California
$35.3M 623,387 -135,267 -18%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$26.8M 473,511 +57,410 +14%
William Blair & Company
18
William Blair & Company
Illinois
$25.8M 454,888 +33,594 +8%
Goldman Sachs
19
Goldman Sachs
New York
$23.3M 411,615 -517,349 -56%
HighTower Advisors
20
HighTower Advisors
Illinois
$20.5M 361,645 -3,667 -1%
TVAMP
21
Tennessee Valley Asset Management Partners
Tennessee
$19.8M 349,221 +34,411 +11%
SSB
22
Sandy Spring Bank
Maryland
$19.1M 337,703 +56,695 +20%
CG
23
Colony Group
Massachusetts
$18.8M 332,173 +332,173 New
Ameriprise
24
Ameriprise
Minnesota
$18M 317,335 +18,607 +6%
MIM
25
Miller Investment Management
Pennsylvania
$16M 281,871 -4,916 -2%
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