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iShares Core S&P US Value ETF
IUSV

Overview Fund Activity

305 hedge funds and large institutions have $3.94B invested in iShares Core S&P US Value ETF in 2020 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 122 increasing their positions, 89 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
305
Holders Change
-39
Holders Change %
-11.34%
% of All Funds
6.74%
Holding in Top 10
18
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10%
% of All Funds
0.4%
New
34
Increased
122
Reduced
89
Closed
68
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$102M
2
Morgan Stanley
Morgan Stanley
New York
+$66.3M
3
BL
Balentine LLC
Georgia
+$31.1M
4
PPA
Parametric Portfolio Associates
Washington
+$30.3M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$28.7M

Top Sellers

1
FDCC
Foster Dykema Cabot & Co
Massachusetts
-$35.1M
2
UBS Group
UBS Group
Switzerland
-$24.2M
3
SRA
Summit Rock Advisors
New York
-$18.8M
4
MIM
Miller Investment Management
Pennsylvania
-$17.7M
5
ST
Sentinel Trust
Texas
-$12.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
DLCIG
226
D.L. Carlson Investment Group
New Hampshire
$206K +$738 +16 +0.4%
PP
227
Patten & Patten
Tennessee
$205K – – –
EIP
228
Ellis Investment Partners
Pennsylvania
$204K +$14.1K +320 +7%
PA
229
PFG Advisors
Arizona
$202K -$50.2K -1,009 -20%
SSWM
230
Sheets Smith Wealth Management
North Carolina
$202K +$1.11K +24 +0.6%
RE
231
RBC Europe
United Kingdom
$192K – – –
BFC
232
Bedel Financial Consulting
Indiana
$180K – – –
SFS
233
Sowell Financial Services
Arkansas
$178K -$351K -7,600 -66%
BEI
234
Benjamin Edwards Inc
Missouri
$145K +$99.4K +2,159 +218%
CAL
235
Capital Analysts LLC
Pennsylvania
$144K – – –
SPIA
236
Steward Partners Investment Advisory
New York
$137K +$15.5K +337 +13%
FM
237
Family Management
New York
$136K +$60.2K +1,300 +80%
SFC
238
SYM Financial Corp
Indiana
$132K – – –
WCAMG
239
Woodard & Company Asset Management Group
North Carolina
$129K – – –
TL
240
TrueWealth LLC
Georgia
$122K – – –
SF
241
Synovus Financial
Georgia
$105K +$48.7K +1,051 +87%
FRA
242
Front Row Advisors
California
$101K +$94.1K +1,838 +1,361%
FANJ
243
Financial Architects (New Jersey)
New Jersey
$101K +$92K +1,988 +1,025%
BWA
244
BDO Wealth Advisors
Florida
$99K +$99K +2,136 New
MA
245
MCF Advisors
Kentucky
$93K – – –
FFC
246
First Financial Corp
Indiana
$81K – – –
Bank Julius Baer & Co
247
Bank Julius Baer & Co
Switzerland
$78K +$78K +1,680 New
ADL
248
Asset Dedication LLC
California
$66K +$4.8K +105 +8%
FP
249
Financial Perspectives
Minnesota
$64.7K +$554 +12 +0.9%
LGWM
250
Litman Gregory Wealth Management
California
$63K – – –
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10
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