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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 %
OPS
251
Orion Portfolio Solutions
Nebraska
$61K +$9.45K +204 +18%
MMG
252
Monetary Management Group
Missouri
$59K – – –
CA
253
Clearstead Advisors
Ohio
$55K +$55K +1,190 New
GI
254
Gradient Investments
Minnesota
$54K +$38.8K +835 +256%
KPW
255
Kore Private Wealth
New York
$53K – – –
DAM
256
Delta Asset Management
Tennessee
$48K – – –
CIA
257
Cascade Investment Advisors
Oregon
$44.3K – – –
BA
258
Ballast Advisors
Minnesota
$43K – – –
EWM
259
EPG Wealth Management
Georgia
$42K -$213K -4,656 -84%
RFM
260
Royal Fund Management
Florida
$38K – – –
IF
261
Ironwood Financial
Arizona
$37K -$1.06K -23 -3%
AIC
262
Ameritas Investment Company
Nebraska
$35K +$35K +757 New
TI
263
tru Independence
Oregon
$29.8K +$29.5K +327,380 +12,904%
FCA
264
FinTrust Capital Advisors
South Carolina
$29K -$71.7K -1,548 -71%
TFGT
265
TS Financial Group (TSFG)
Illinois
$28K – – –
TFS
266
TrustCore Financial Services
Tennessee
$28K +$14.1K +303 +101%
CFB
267
Cullen/Frost Bankers
Texas
$24K – – –
VRM
268
Vectors Research Management
New York
$24K +$4.27K +91 +22%
IWP
269
IAG Wealth Partners
Wisconsin
$23K -$12.9K -268 -36%
CHA
270
Carmichael Hill & Associates
Maryland
$22K – – –
EWM
271
Edge Wealth Management
New York
$19K – – –
BWM
272
Baystate Wealth Management
Massachusetts
$18K – – –
LWA
273
Lenox Wealth Advisors
New York
$18K – – –
JPLA
274
Joseph P. Lucia & Associates
New York
$18K – – –
AAP
275
Arax Advisory Partners
Colorado
$16K +$16K +344 New
9 10
11
12 13