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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 %
RFA
276
Reilly Financial Advisors
California
$40K +$26K +500 +185%
CFB
277
Cullen/Frost Bankers
Texas
$39K +$12.3K +237 +46%
TC
278
Truvestments Capital
Florida
$39K +$35K +677 +879%
TFGT
279
TS Financial Group (TSFG)
Illinois
$33K +$684 +13 +2%
TFS
280
TrustCore Financial Services
Tennessee
$31K – – –
FCA
281
FinTrust Capital Advisors
South Carolina
$28K -$5.07K -96 -15%
VFA
282
Valeo Financial Advisors
Indiana
$26K +$20.8K +401 +401%
CHA
283
Carmichael Hill & Associates
Maryland
$24K – – –
JWM
284
Janiczek Wealth Management
Colorado
$24K +$24K +455 New
LWA
285
Lenox Wealth Advisors
New York
$21K – – –
EWM
286
Edge Wealth Management
New York
$21K – – –
BWM
287
Baystate Wealth Management
Massachusetts
$21K – – –
JPLA
288
Joseph P. Lucia & Associates
New York
$20K – – –
TC
289
Trust Company
Kansas
$20K +$20K +389 New
SWM
290
Sugarloaf Wealth Management
Georgia
$16K – – –
SFPG
291
Stonebridge Financial Planning Group
Florida
$16K – – –
VRM
292
Vectors Research Management
New York
$12K -$15.4K -288 -56%
AA
293
Ancora Advisors
Ohio
$12K +$12K +223 New
HIA
294
Harbor Investment Advisory
Maryland
$10K – – –
AIM
295
Anchor Investment Management
South Carolina
$9.4K – – –
Fifth Third Bancorp
296
Fifth Third Bancorp
Ohio
$9K – – –
HWA
297
HCR Wealth Advisors
California
$9K – – –
PC
298
Permanens Capital
New York
$9K +$9K +163 New
JCM
299
Jacobi Capital Management
Pennsylvania
$8K -$4.48K -56 -36%
LDFR
300
Lehman & Derafelo Financial Resources
Pennsylvania
$8K – – –
10 11
12
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