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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 %
SFG
301
Sowa Financial Group
Rhode Island
$2K -$10.6K -185 -84%
PCIA
302
Prime Capital Investment Advisors
Kansas
$2K +$2K +42 New
LFG
303
LifePlan Financial Group
Ohio
$1K -$4.06K -69 -80%
WLPWM
304
Walled Lake Planning & Wealth Management
Illinois
$1K +$1K +32 New
FDCC
305
Foster Dykema Cabot & Co
Massachusetts
– -$35.1M -556,351 Closed
MIM
306
Miller Investment Management
Pennsylvania
– -$17.7M -280,611 Closed
ST
307
Sentinel Trust
Texas
– -$12.8M -202,394 Closed
IAA
308
Independent Advisor Alliance
North Carolina
– -$5.22M -82,788 Closed
DIA
309
Dean Investment Associates
Ohio
– -$2.78M -44,068 Closed
Jane Street
310
Jane Street
New York
– -$2.52M -39,938 Closed
Kovitz Investment Group Partners
311
Kovitz Investment Group Partners
Illinois
– -$2.27M -36,053 Closed
RIA
312
Regal Investment Advisors
Michigan
– -$1.69M -26,854 Closed
AWM
313
Aprio Wealth Management
Georgia
– -$1.66M -26,386 Closed
BC
314
Brinker Capital
Pennsylvania
– -$1.3M -20,696 Closed
CCM
315
Coldstream Capital Management
Washington
– -$1.12M -17,735 Closed
Allianz Asset Management
316
Allianz Asset Management
Germany
– -$1.09M -17,293 Closed
PS
317
Portfolio Strategies
New York
– -$993K -15,753 Closed
EIA
318
Eldridge Investment Advisors
New Hampshire
– -$780K -12,379 Closed
KA
319
Kovack Advisors
Florida
– -$563K -8,926 Closed
PCA
320
Personal Capital Advisors
California
– -$550K -8,726 Closed
GTAM
321
Global Trust Asset Management
Florida
– -$531K -8,425 Closed
SCM
322
Sitrin Capital Management
California
– -$482K -7,644 Closed
Millennium Management
323
Millennium Management
New York
– -$464K -7,360 Closed
PWAP
324
Private Wealth Advisors (Pennsylvania)
Pennsylvania
– -$459K -7,340 Closed
Renaissance Technologies
325
Renaissance Technologies
New York
– -$441K -7,000 Closed
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