IUSV icon

iShares Core S&P US Value ETF
IUSV

Overview Fund Activity

316 hedge funds and large institutions have $4.34B invested in iShares Core S&P US Value ETF in 2020 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 104 increasing their positions, 115 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
316
Holders Change
+11
Holders Change %
+3.61%
% of All Funds
6.5%
Holding in Top 10
15
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-16.67%
% of All Funds
0.31%
New
44
Increased
104
Reduced
115
Closed
32
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Charles Schwab
Charles Schwab
California
+$71.5M
2
MIA
MainStreet Investment Advisors
Illinois
+$18.9M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$17.8M
4
JPMPWA
J.P. Morgan Private Wealth Advisors
California
+$14.4M
5
OMC
Old Mission Capital
Illinois
+$11.9M

Top Sellers

1
USAA
United Services Automobile Association
Texas
-$83.9M
2
BL
Balentine LLC
Georgia
-$66.4M
3
PPA
Parametric Portfolio Associates
Washington
-$37.7M
4
SRA
Summit Rock Advisors
New York
-$23.5M
5
BlackRock
BlackRock
New York
-$20.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
VA
226
Valmark Advisers
Ohio
$247K +$247K +4,731 New
WCM
227
Windham Capital Management
Massachusetts
$235K – – –
PP
228
Patten & Patten
Tennessee
$232K – – –
NL
229
NWAM LLC
Washington
$231K +$231K +4,431 New
BEI
230
Benjamin Edwards Inc
Missouri
$230K +$65.7K +1,260 +40%
MAM
231
Marotta Asset Management
Virginia
$228K -$173K -3,311 -43%
GIA
232
Gladstone Institutional Advisory
Florida
$228K -$1.05M -20,111 -82%
SWA
233
Stratos Wealth Advisors
Ohio
$225K -$46.2K -885 -17%
SC
234
Savant Capital
Illinois
$224K -$55.5K -1,062 -20%
PFA
235
Pinnacle Family Advisors
Missouri
$215K +$215K +4,109 New
MA
236
Mutual Advisors
Nebraska
$214K +$214K +4,099 New
AP
237
Appleton Partners
Massachusetts
$207K +$207K +3,972 New
BFC
238
Bedel Financial Consulting
Indiana
$204K – – –
SSWM
239
Sheets Smith Wealth Management
North Carolina
$201K -$27.8K -532 -12%
FRA
240
Front Row Advisors
California
$192K +$88.9K +1,700 +86%
FANJ
241
Financial Architects (New Jersey)
New Jersey
$173K +$58.9K +1,126 +52%
SPIA
242
Steward Partners Investment Advisory
New York
$170K +$14.5K +278 +9%
CAL
243
Capital Analysts LLC
Pennsylvania
$162K – – –
WCG
244
Weaver Consulting Group
California
$150K -$93K -1,784 -38%
SFC
245
SYM Financial Corp
Indiana
$150K +$105 +2 +0.1%
WCAMG
246
Woodard & Company Asset Management Group
North Carolina
$146K – – –
WP
247
WealthShield Partners
North Carolina
$141K +$141K +2,696 New
TL
248
TrueWealth LLC
Georgia
$139K – – –
AWM
249
Avior Wealth Management
Nebraska
$139K +$135K +2,599 +3,375%
SFS
250
Sowell Financial Services
Arkansas
$115K -$86.6K -1,657 -43%
8 9
10
11 12