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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 %
LGWM
276
Litman Gregory Wealth Management
California
$86K – – –
ADL
277
Asset Dedication LLC
California
$84K – – –
MMG
278
Monetary Management Group
Missouri
$80K – – –
SF
279
Synovus Financial
Georgia
$77K +$5.39K +85 +8%
KPW
280
Kore Private Wealth
New York
$73K +$73K +1,156 New
VFA
281
Valeo Financial Advisors
Indiana
$70K +$61.6K +971 +736%
OPS
282
Orion Portfolio Solutions
Nebraska
$70K +$70K +1,113 New
DAM
283
Delta Asset Management
Tennessee
$66K +$66K +1,050 New
ZB
284
Zions Bancorporation
Utah
$64K +$64K +1,023 New
BEI
285
Benjamin Edwards Inc
Missouri
$62K +$752 +12 +1%
CIA
286
Cascade Investment Advisors
Oregon
$60.5K – – –
BCI
287
Brinker Capital Investments
Pennsylvania
$60K – – –
BA
288
Ballast Advisors
Minnesota
$58K +$58K +921 New
IF
289
Ironwood Financial
Arizona
$52K +$1.77K +28 +4%
RFM
290
Royal Fund Management
Florida
$51K – – –
IWP
291
IAG Wealth Partners
Wisconsin
$48K +$48K +746 New
NFG
292
Next Financial Group
Texas
$45K +$9.7K +155 +27%
TFGT
293
TS Financial Group (TSFG)
Illinois
$39K +$25.7K +405 +194%
CFB
294
Cullen/Frost Bankers
Texas
$32K – – –
CHA
295
Carmichael Hill & Associates
Maryland
$29K +$29K +466 New
VRM
296
Vectors Research Management
New York
$27K +$27K +421 New
JPLA
297
Joseph P. Lucia & Associates
New York
$25K -$4.17K -65 -14%
BWM
298
Baystate Wealth Management
Massachusetts
$25K – – –
LWA
299
Lenox Wealth Advisors
New York
$25K – – –
EWM
300
Edge Wealth Management
New York
$25K +$25K +400 New
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12
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