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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 %
CAAS
276
Capital Asset Advisory Services
Michigan
$15K -$94.7K -1,913 -86%
SFPG
277
Stonebridge Financial Planning Group
Florida
$15K – – –
SWM
278
Sugarloaf Wealth Management
Georgia
$14K – – –
RFA
279
Reilly Financial Advisors
California
$12K – – –
HIA
280
Harbor Investment Advisory
Maryland
$9K – – –
VCP
281
Verus Capital Partners
Arizona
$9K – – –
AIM
282
Anchor Investment Management
South Carolina
$8.31K – – –
Fifth Third Bancorp
283
Fifth Third Bancorp
Ohio
$8K -$1.77K -40 -18%
HWA
284
HCR Wealth Advisors
California
$8K – – –
JCM
285
Jacobi Capital Management
Pennsylvania
$7K -$1.97K -44 -22%
SBL
286
Sargent Bickham Lagudis
Colorado
$7K – – –
QCG
287
Quadrant Capital Group
Ohio
$7K – – –
LDFR
288
Lehman & Derafelo Financial Resources
Pennsylvania
$7K – – –
AssetMark Inc
289
AssetMark Inc
California
$7K +$7K +161 New
AA
290
Advisory Alpha
Michigan
$5.17K +$5.17K +105 New
VFA
291
Valeo Financial Advisors
Indiana
$5K -$50.2K -1,003 -91%
WTC
292
WhitTier Trust Company
Nevada
$5K – – –
RAM
293
Riggs Asset Management
Pennsylvania
$5K – – –
Bank of Montreal
294
Bank of Montreal
Ontario, Canada
$4K -$290K -6,168 -99%
KFI
295
Key Financial Inc
Pennsylvania
$4K +$4K +79 New
AF
296
Advisornet Financial
Minnesota
$3K -$5.18K -107 -63%
JFA
297
JNBA Financial Advisors
Minnesota
$3K – – –
AWM
298
Avior Wealth Management
Nebraska
$3K – – –
TC
299
Truvestments Capital
Florida
$3K +$3K +77 New
KFS
300
Kelly Financial Services
Massachusetts
$3K +$46 +1 +2%
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12
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