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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 %
GIA
251
Gladstone Institutional Advisory
Florida
$267K +$4.53K +73 +2%
MA
252
Mutual Advisors
Nebraska
$261K +$9.32K +150 +4%
SC
253
Scotia Capital
Ontario, Canada
$259K -$527K -8,471 -67%
DADC
254
D.A. Davidson & Co
Montana
$247K -$80.2K -1,290 -25%
BFC
255
Bedel Financial Consulting
Indiana
$247K -$2.61K -42 -1%
EWA
256
Encompass Wealth Advisors
Oregon
$243K +$243K +3,909 New
SSWM
257
Sheets Smith Wealth Management
North Carolina
$240K +$497 +8 +0.2%
MAFM
258
Mid Atlantic Financial Management
Pennsylvania
$236K -$26.7K -429 -10%
LFAS
259
Level Four Advisory Services
Texas
$234K -$10.3K -165 -4%
PFA
260
Pinnacle Family Advisors
Missouri
$234K +$62 +1 +0%
AP
261
Appleton Partners
Massachusetts
$233K -$14K -225 -6%
PP
262
Patten & Patten
Tennessee
$230K -$46.9K -753 -17%
NL
263
NWAM LLC
Washington
$229K +$229K +3,677 New
FRA
264
Front Row Advisors
California
$228K – – –
DLCIG
265
D.L. Carlson Investment Group
New Hampshire
$228K +$228K +3,659 New
MWP
266
Madison Wealth Partners
Wisconsin
$226K +$226K +3,639 New
BCA
267
Bay Colony Advisors
Massachusetts
$222K +$222K +3,576 New
FANJ
268
Financial Architects (New Jersey)
New Jersey
$220K +$220K +3,533 New
CFA
269
CWS Financial Advisors
Michigan
$220K +$220K +3,538 New
WP
270
WealthPLAN Partners
Nebraska
$219K +$219K +3,426 New
FDCDDQ
271
Federation des caisses Desjardins du Quebec
Quebec, Canada
$216K -$65.9K -1,060 -23%
SWM
272
SeaCrest Wealth Management
New York
$216K +$216K +3,473 New
MGAM
273
McGowan Group Asset Management
Texas
$212K +$212K +3,409 New
Mercer Global Advisors
274
Mercer Global Advisors
Colorado
$207K -$279K -4,484 -57%
GVAG
275
Great Valley Advisor Group
Delaware
$207K +$207K +3,331 New
9 10
11
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