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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 %
OC
301
Oakworth Capital
Alabama
$25K +$25K +404 New
HI
302
Human Investing
Oregon
$24K – – –
IFWM
303
Institute for Wealth Management
Colorado
$24K +$24K +375 New
SIC
304
Samalin Investment Counsel
New York
$24K +$24K +383 New
GI
305
Gradient Investments
Minnesota
$21K – – –
Deutsche Bank
306
Deutsche Bank
Germany
$20K +$20K +318 New
PA
307
PSI Advisors
Florida
$20K +$20K +327 New
TFS
308
TrustCore Financial Services
Tennessee
$19K – – –
SWM
309
Sugarloaf Wealth Management
Georgia
$19K +$19K +299 New
SFPG
310
Stonebridge Financial Planning Group
Florida
$19K +$19K +300 New
RFA
311
Reilly Financial Advisors
California
$17K – – –
Fifth Third Bancorp
312
Fifth Third Bancorp
Ohio
$14K -$7.29K -115 -34%
SFG
313
Sowa Financial Group
Rhode Island
$14K +$14K +220 New
PWP
314
Personal Wealth Partners
Minnesota
$13K – – –
JCM
315
Jacobi Capital Management
Pennsylvania
$13K +$2.86K +44 +28%
VCP
316
Verus Capital Partners
Arizona
$13K +$13K +203 New
FANJ
317
Financial Architects (New Jersey)
New Jersey
$12K – – –
HIA
318
Harbor Investment Advisory
Maryland
$12K +$12K +194 New
AIM
319
Anchor Investment Management
South Carolina
$11.3K – – –
AF
320
Advisornet Financial
Minnesota
$11K -$15.1K -232 -58%
HWA
321
HCR Wealth Advisors
California
$11K +$11K +175 New
SBL
322
Sargent Bickham Lagudis
Colorado
$10K – – –
LDFR
323
Lehman & Derafelo Financial Resources
Pennsylvania
$9K – – –
FRA
324
Front Row Advisors
California
$9K +$1K +15 +13%
KWM
325
Keebeck Wealth Management
Illinois
$9K +$9K +145 New
11 12
13
14 15