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iShares Core S&P US Value ETF
IUSV

Overview Fund Activity

307 hedge funds and large institutions have $4.96B invested in iShares Core S&P US Value ETF in 2020 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 108 increasing their positions, 102 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
307
Holders Change
-9
Holders Change %
-2.85%
% of All Funds
6.21%
Holding in Top 10
18
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+20%
% of All Funds
0.36%
New
34
Increased
108
Reduced
102
Closed
40
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$123M
2
SRA
Summit Rock Advisors
New York
+$92.6M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$85.1M
4
AL
Aspiriant LLC
California
+$48.8M
5
BL
Balentine LLC
Georgia
+$28.4M

Top Sellers

1
MIA
MainStreet Investment Advisors
Illinois
-$19.3M
2
OMC
Old Mission Capital
Illinois
-$11.9M
3
Charles Schwab
Charles Schwab
California
-$9.39M
4
USAA
United Services Automobile Association
Texas
-$8.16M
5
PBF
Petix & Botte Financial
California
-$5.15M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFC
226
Bedel Financial Consulting
Indiana
$218K +$6.19K +114 +3%
AP
227
Appleton Partners
Massachusetts
$216K – – –
LFAS
228
Level Four Advisory Services
Texas
$213K -$176K -3,234 -45%
SSWM
229
Sheets Smith Wealth Management
North Carolina
$209K +$434 +8 +0.2%
PFA
230
Pinnacle Family Advisors
Missouri
$204K -$18.6K -343 -8%
Kovitz Investment Group Partners
231
Kovitz Investment Group Partners
Illinois
$201K +$201K +3,694 New
SPIA
232
Steward Partners Investment Advisory
New York
$169K -$7.78K -143 -4%
CAL
233
Capital Analysts LLC
Pennsylvania
$169K – – –
SFC
234
SYM Financial Corp
Indiana
$166K +$10.5K +193 +7%
OIA
235
Optimum Investment Advisors
Illinois
$163K -$212K -3,900 -57%
WP
236
WealthShield Partners
North Carolina
$159K +$12.8K +236 +9%
WCG
237
Weaver Consulting Group
California
$156K – – –
WCAMG
238
Woodard & Company Asset Management Group
North Carolina
$152K – – –
AssetMark Inc
239
AssetMark Inc
California
$151K +$151K +2,778 New
SIAS
240
Shine Investment Advisory Services
Colorado
$142K -$349K -6,436 -71%
Bessemer Group
241
Bessemer Group
New Jersey
$134K +$134K +2,465 New
IFAM
242
Institutional & Family Asset Management
Colorado
$126K +$6.61K +122 +6%
BWA
243
BDO Wealth Advisors
Florida
$125K +$63.7K +1,168 +104%
SFS
244
Sowell Financial Services
Arkansas
$118K -$1.96K -36 -2%
RG
245
Retirement Group
California
$111K -$8.53K -157 -7%
MA
246
MCF Advisors
Kentucky
$109K – – –
PMFA
247
Plante Moran Financial Advisors
Michigan
$109K +$109K +2,005 New
CFB
248
Cullen/Frost Bankers
Texas
$108K +$67.5K +1,248 +167%
AWM
249
Avior Wealth Management
Nebraska
$105K -$40.2K -741 -28%
FFC
250
First Financial Corp
Indiana
$95K – – –
8 9
10
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