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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 %
Bank Julius Baer & Co
251
Bank Julius Baer & Co
Switzerland
$91K – – –
ADL
252
Asset Dedication LLC
California
$82K +$4K +74 +5%
BCA
253
Berman Capital Advisors
Georgia
$81K – – –
SW
254
SVB Wealth
Massachusetts
$78K +$920 +17 +1%
FP
255
Financial Perspectives
Minnesota
$76.6K +$271 +5 +0.4%
LGWM
256
Litman Gregory Wealth Management
California
$74K – – –
MMG
257
Monetary Management Group
Missouri
$69K – – –
FHC
258
First Horizon Corporation
Tennessee
$67K +$67K +1,235 New
CA
259
Clearstead Advisors
Ohio
$65K – – –
GI
260
Gradient Investments
Minnesota
$63K – – –
DAM
261
Delta Asset Management
Tennessee
$57K – – –
IF
262
Ironwood Financial
Arizona
$56K – – –
NFSG
263
Newbridge Financial Services Group
Florida
$55K +$55K +1,005 New
CIA
264
Cascade Investment Advisors
Oregon
$52.1K – – –
RFA
265
Reilly Financial Advisors
California
$39K -$3.3K -60 -8%
TFGT
266
TS Financial Group (TSFG)
Illinois
$34K – – –
TFS
267
TrustCore Financial Services
Tennessee
$33K – – –
Fifth Third Bancorp
268
Fifth Third Bancorp
Ohio
$28K +$18K +326 +180%
FFA
269
Founders Financial Alliance
North Carolina
$27K +$27K +480 New
RCA
270
Rowland Carmichael Advisors
Arizona
$27K +$27K +502 New
CHA
271
Carmichael Hill & Associates
Maryland
$25K – – –
ZB
272
Zions Bancorporation
Utah
$22K -$21.9K -413 -50%
BWM
273
Baystate Wealth Management
Massachusetts
$22K – – –
EWM
274
Edge Wealth Management
New York
$22K – – –
PFWA
275
Paces Ferry Wealth Advisors
Georgia
$22K +$22K +403 New
9 10
11
12 13