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iShares Core S&P US Value ETF
IUSV

Overview Fund Activity

372 hedge funds and large institutions have $5.61B invested in iShares Core S&P US Value ETF in 2020 Q4 according to their latest regulatory filings, with 89 funds opening new positions, 120 increasing their positions, 97 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
372
Holders Change
+65
Holders Change %
+21.17%
% of All Funds
6.6%
Holding in Top 10
24
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+33.33%
% of All Funds
0.43%
New
89
Increased
120
Reduced
97
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$111M
2
Morgan Stanley
Morgan Stanley
New York
+$66M
3
SHGA
Sand Hill Global Advisors
California
+$50.9M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$28.6M
5
CIM
Confluence Investment Management
Missouri
+$19.8M

Top Sellers

1
LPL Financial
LPL Financial
California
-$190M
2
BL
Balentine LLC
Georgia
-$152M
3
SRA
Summit Rock Advisors
New York
-$60.9M
4
PPA
Parametric Portfolio Associates
Washington
-$53.5M
5
RAM
Riggs Asset Management
Pennsylvania
-$16.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
RBC
226
Roble Belko & Company
Pennsylvania
$365K – – –
SFC
227
SYM Financial Corp
Indiana
$364K +$174K +2,793 +91%
Prudential Financial
228
Prudential Financial
New Jersey
$357K +$25.5K +411 +8%
JWCA
229
J.W. Cole Advisors
Florida
$352K +$352K +5,657 New
CAM
230
Cresset Asset Management
Illinois
$350K +$73.1K +1,175 +26%
HA
231
Heartland Advisors
Wisconsin
$347K +$347K +5,577 New
RG
232
Rikoon Group
New Mexico
$343K -$80.3K -1,293 -19%
BEI
233
Benjamin Edwards Inc
Missouri
$340K +$25.5K +409 +8%
GJIC
234
Gamble Jones Investment Counsel
California
$335K +$10.5K +168 +3%
MWM
235
Modera Wealth Management
New Jersey
$332K -$268K -4,302 -45%
Kovitz Investment Group Partners
236
Kovitz Investment Group Partners
Illinois
$327K +$97.1K +1,561 +42%
BCM
237
BTC Capital Management
Iowa
$320K – – –
SCM
238
SOL Capital Management
Maryland
$319K – – –
CWC
239
Carolinas Wealth Consulting
North Carolina
$315K – – –
DJSG
240
D.J. St. Germain
Massachusetts
$314K – – –
SAS
241
Sanford Advisory Services
Michigan
$310K +$310K +4,980 New
EIP
242
Ellis Investment Partners
Pennsylvania
$307K -$11.7K -188 -4%
WS
243
Wedbush Securities
California
$302K -$24.7K -398 -8%
OAM
244
Oppenheimer Asset Management
New York
$302K +$302K +4,861 New
IA
245
IFP Advisors
Florida
$293K -$16.7K -270 -5%
NGA
246
Naples Global Advisors
Florida
$289K -$19.2K -310 -6%
VCA
247
Verdence Capital Advisors
Maryland
$286K +$6.28K +101 +2%
WCM
248
Windham Capital Management
Massachusetts
$280K – – –
SC
249
Savant Capital
Illinois
$269K +$1.06K +17 +0.4%
PFWA
250
Paces Ferry Wealth Advisors
Georgia
$268K +$243K +3,902 +968%
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