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iShares Core S&P US Value ETF
IUSV

Overview Fund Activity

344 hedge funds and large institutions have $5.01B invested in iShares Core S&P US Value ETF in 2019 Q4 according to their latest regulatory filings, with 102 funds opening new positions, 122 increasing their positions, 65 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
344
Holders Change
+78
Holders Change %
+29.32%
% of All Funds
6.79%
Holding in Top 10
20
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+25%
% of All Funds
0.39%
New
102
Increased
122
Reduced
65
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$154M
2
SRA
Summit Rock Advisors
New York
+$57.8M
3
FDCC
Foster Dykema Cabot & Co
Massachusetts
+$35.1M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$28.3M
5
LPL Financial
LPL Financial
California
+$26M

Top Sellers

1
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$74.8M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$68.4M
3
TFF
The Family Firm
Maryland
-$43.2M
4
Jane Street
Jane Street
New York
-$15.5M
5
Jones Financial Companies
Jones Financial Companies
Missouri
-$5.16M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCM
226
BTC Capital Management
Iowa
$324K – – –
LF
227
Lantz Financial
Illinois
$321K +$321K +5,091 New
PA
228
PFG Advisors
Arizona
$318K +$1.63K +26 +0.5%
DJSG
229
D.J. St. Germain
Massachusetts
$308K – – –
BRWA
230
B. Riley Wealth Advisors
Florida
$303K +$126 +2 +0%
SHGA
231
Sand Hill Global Advisors
California
$290K +$290K +4,597 New
MAFM
232
Mid Atlantic Financial Management
Pennsylvania
$286K -$24.1K -382 -8%
WCM
233
Windham Capital Management
Massachusetts
$284K – – –
DLCIG
234
D.L. Carlson Investment Group
New Hampshire
$281K -$508K -8,051 -64%
PP
235
Patten & Patten
Tennessee
$280K +$280K +4,448 New
JWCA
236
J.W. Cole Advisors
Florida
$277K +$277K +4,402 New
PJSIMP
237
P.J. Schmidt Investment Management (PJS)
Wisconsin
$276K +$2.77K +44 +1%
MA
238
Mutual Advisors
Nebraska
$275K -$56.3K -894 -17%
SSWM
239
Sheets Smith Wealth Management
North Carolina
$274K +$1.26K +20 +0.5%
EIP
240
Ellis Investment Partners
Pennsylvania
$273K +$7.14K +113 +3%
BCA
241
Bay Colony Advisors
Massachusetts
$263K +$263K +4,136 New
RE
242
RBC Europe
United Kingdom
$262K – – –
NL
243
NWAM LLC
Washington
$252K +$6K +95 +2%
PFA
244
Pinnacle Family Advisors
Missouri
$251K +$63 +1 +0%
RG
245
Retirement Group
California
$250K +$250K +3,967 New
BFC
246
Bedel Financial Consulting
Indiana
$246K -$1.96M -31,061 -89%
GG
247
GenWealth Group
New Jersey
$228K +$228K +3,623 New
Mercer Global Advisors
248
Mercer Global Advisors
Colorado
$226K +$226K +3,591 New
TIM
249
Total Investment Management
Arizona
$224K +$224K +3,551 New
GSWM
250
Golden State Wealth Management
California
$224K +$224K +3,551 New
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