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 %
RG
251
Retirement Group
California
$115K +$115K +2,201 New
IFAM
252
Institutional & Family Asset Management
Colorado
$115K +$115K +2,203 New
S
253
SignatureFD
Georgia
$108K -$726K -13,878 -87%
MA
254
MCF Advisors
Kentucky
$105K – – –
SF
255
Synovus Financial
Georgia
$101K -$16.1K -311 -14%
FFC
256
First Financial Corp
Indiana
$92K – – –
Bank Julius Baer & Co
257
Bank Julius Baer & Co
Switzerland
$88K – – –
BCA
258
Berman Capital Advisors
Georgia
$78K -$276K -5,345 -78%
ADL
259
Asset Dedication LLC
California
$75K – – –
SW
260
SVB Wealth
Massachusetts
$74K +$74K +1,425 New
FP
261
Financial Perspectives
Minnesota
$73.4K +$261 +5 +0.4%
LGWM
262
Litman Gregory Wealth Management
California
$71K – – –
Franklin Resources
263
Franklin Resources
California
$69K +$69K +1,263 New
MMG
264
Monetary Management Group
Missouri
$67K – – –
CA
265
Clearstead Advisors
Ohio
$62K – – –
GI
266
Gradient Investments
Minnesota
$61K – – –
KPW
267
Kore Private Wealth
New York
$60K – – –
BWA
268
BDO Wealth Advisors
Florida
$59K -$53K -1,011 -47%
OPS
269
Orion Portfolio Solutions
Nebraska
$55K -$14K -267 -20%
DAM
270
Delta Asset Management
Tennessee
$55K – – –
IF
271
Ironwood Financial
Arizona
$53K +$11.6K +224 +28%
CIA
272
Cascade Investment Advisors
Oregon
$50.1K – – –
BA
273
Ballast Advisors
Minnesota
$48K – – –
OFG
274
Oxford Financial Group
Indiana
$44K -$1.35M -25,611 -97%
ZB
275
Zions Bancorporation
Utah
$43K +$43K +827 New
9 10
11
12 13