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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
$2.66B
2
Morgan Stanley
Morgan Stanley
New York
$371M
3
SHGA
Sand Hill Global Advisors
California
$50.9M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$223M
5
CIM
Confluence Investment Management
Missouri
$20.7M

Top Sellers

1
LPL Financial
LPL Financial
California
$571M
2
BL
Balentine LLC
Georgia
$9.35M
3
SRA
Summit Rock Advisors
New York
$45.2M
4
PPA
Parametric Portfolio Associates
Washington
$0
5
RAM
Riggs Asset Management
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SPIA
276
Steward Partners Investment Advisory
New York
$200K +$7.02K +113 +4%
LWP
277
Laurel Wealth Planning
Minnesota
$195K +$195K +3,132 New
OIA
278
Optimum Investment Advisors
Illinois
$187K – – –
WCAMG
279
Woodard & Company Asset Management Group
North Carolina
$174K – – –
CYG
280
Clean Yield Group
Vermont
$174K +$174K +2,794 New
GWM
281
Greenhouse Wealth Management
Connecticut
$156K +$156K +2,501 New
BWA
282
BDO Wealth Advisors
Florida
$143K +$125 +2 +0.1%
CWP
283
Concord Wealth Partners
Virginia
$142K +$142K +2,288 New
SFS
284
Sowell Financial Services
Arkansas
$131K -$3.48K -56 -3%
PMFA
285
Plante Moran Financial Advisors
Michigan
$125K – – –
MA
286
MCF Advisors
Kentucky
$125K – – –
CFB
287
Cullen/Frost Bankers
Texas
$124K – – –
FFC
288
First Financial Corp
Indiana
$109K – – –
Bank Julius Baer & Co
289
Bank Julius Baer & Co
Switzerland
$105K +$498 +8 +0.5%
AWM
290
Avior Wealth Management
Nebraska
$102K -$18.1K -291 -15%
AFS
291
Annapolis Financial Services
Maryland
$95K +$95K +1,526 New
FP
292
Financial Perspectives
Minnesota
$88K +$311 +5 +0.4%
LGWM
293
Litman Gregory Wealth Management
California
$85K – – –
ADL
294
Asset Dedication LLC
California
$81K -$14.1K -225 -15%
AF
295
Advisornet Financial
Minnesota
$81K +$81K +1,307 New
MMG
296
Monetary Management Group
Missouri
$79K – – –
FPW
297
Flagship Private Wealth
Massachusetts
$77.5K +$77.5K +1,255 New
FHC
298
First Horizon Corporation
Tennessee
$76K – – –
CA
299
Clearstead Advisors
Ohio
$74K – – –
PWM
300
Perigon Wealth Management
California
$66K +$66K +1,057 New
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12
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