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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 %
CBFP
251
Cedar Brook Financial Partners
Ohio
$216K +$216K +3,421 New
MFG
252
Magnus Financial Group
New York
$216K +$216K +3,427 New
KCM
253
Kathmere Capital Management
Pennsylvania
$213K +$213K +3,377 New
Lido Advisors
254
Lido Advisors
California
$213K +$213K +3,386 New
SCP
255
Syntal Capital Partners
Texas
$212K +$212K +3,372 New
BA
256
Bristlecone Advisors
Washington
$208K +$208K +3,300 New
PA
257
Pinnacle Associates
New York
$205K +$205K +3,250 New
PWMAG
258
Pinnacle Wealth Management Advisory Group
New Jersey
$205K +$205K +3,250 New
Brown Advisory
259
Brown Advisory
Maryland
$204K +$204K +3,243 New
SWM
260
SeaCrest Wealth Management
New York
$201K +$201K +3,187 New
CAL
261
Capital Analysts LLC
Pennsylvania
$196K -$18.2K -288 -8%
SFC
262
SYM Financial Corp
Indiana
$180K – – –
WCAMG
263
Woodard & Company Asset Management Group
North Carolina
$176K +$176K +2,800 New
TL
264
TrueWealth LLC
Georgia
$167K – – –
SPIA
265
Steward Partners Investment Advisory
New York
$166K -$5.29K -84 -3%
OAM
266
Oppenheimer Asset Management
New York
$153K +$153K +2,431 New
CAAS
267
Capital Asset Advisory Services
Michigan
$141K +$141K +2,216 New
WHG
268
Westwood Holdings Group
Texas
$138K +$138K +2,184 New
FCA
269
FinTrust Capital Advisors
South Carolina
$137K -$591K -9,377 -81%
MCWS
270
McKinley Carter Wealth Services
West Virginia
$128K +$128K +2,037 New
MA
271
MCF Advisors
Kentucky
$127K – – –
TI
272
tru Independence
Oregon
$117K +$117K +2,537 New
FFC
273
First Financial Corp
Indiana
$111K – – –
FM
274
Family Management
New York
$103K +$16.8K +267 +20%
FP
275
Financial Perspectives
Minnesota
$87.5K +$87.5K +1,389 New
9 10
11
12 13