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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 %
KWM
301
Keebeck Wealth Management
Illinois
$7K +$7K +145 New
WTC
302
WhitTier Trust Company
Nevada
$6K – – –
RAM
303
Riggs Asset Management
Pennsylvania
$5K – – –
WR
304
Watson Rebecca
$5K +$5K +90 New
TRCT
305
Tower Research Capital (TRC)
New York
$5K +$5K +100 New
CL
306
Cabana LLC
Arkansas
$4K +$4K +84 New
DI
307
Disciplined Investments
Oklahoma
$4K +$4K +85 New
KFS
308
Kelly Financial Services
Massachusetts
$3.41K – – –
IWP
309
IAG Wealth Partners
Wisconsin
$3K -$23.1K -423 -88%
JFA
310
JNBA Financial Advisors
Minnesota
$3K – – –
AIC
311
Archer Investment Corporation
Indiana
$2.35K +$2.35K +45 New
SFG
312
Sowa Financial Group
Rhode Island
$2K – – –
LFG
313
LifePlan Financial Group
Ohio
$1K – – –
HFA
314
Hoover Financial Advisors
Pennsylvania
$1K +$1K +28 New
SRA
315
Summit Rock Advisors
New York
– -$23.5M -509,549 Closed
TI
316
tru Independence
Oregon
– -$29.8K -329,917 Closed
NIMC
317
NWQ Investment Management Company
California
– -$1.5M -32,550 Closed
JIP
318
Jaffetilchin Investment Partners
Florida
– -$654K -14,162 Closed
BWM
319
Brickley Wealth Management
California
– -$624K -13,510 Closed
BA
320
Bristlecone Advisors
Washington
– -$516K -11,170 Closed
ACA
321
Anchor Capital Advisors
Massachusetts
– -$502K -10,880 Closed
FNBOH
322
First National Bank of Hutchinson
Kansas
– -$437K -9,454 Closed
SCM
323
Snow Capital Management
Pennsylvania
– -$364K -7,879 Closed
HCA
324
Heck Capital Advisors
Wisconsin
– -$333K -7,213 Closed
ECM
325
ETrade Capital Management
Virginia
– -$327K -7,087 Closed
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