IUSV icon

iShares Core S&P US Value ETF
IUSV

Overview Fund Activity

307 hedge funds and large institutions have $4.96B invested in iShares Core S&P US Value ETF in 2020 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 108 increasing their positions, 102 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
307
Holders Change
-9
Holders Change %
-2.85%
% of All Funds
6.21%
Holding in Top 10
18
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+20%
% of All Funds
0.36%
New
34
Increased
108
Reduced
102
Closed
40
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$123M
2
SRA
Summit Rock Advisors
New York
+$92.6M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$85.1M
4
AL
Aspiriant LLC
California
+$48.8M
5
BL
Balentine LLC
Georgia
+$28.4M

Top Sellers

1
MIA
MainStreet Investment Advisors
Illinois
-$19.3M
2
OMC
Old Mission Capital
Illinois
-$11.9M
3
Charles Schwab
Charles Schwab
California
-$9.39M
4
USAA
United Services Automobile Association
Texas
-$8.16M
5
PBF
Petix & Botte Financial
California
-$5.15M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAGAS
301
Capital Advisory Group Advisory Services
Minnesota
$2K +$2K +37 New
LFG
302
LifePlan Financial Group
Ohio
$1K – – –
BWM
303
BerganKDV Wealth Management
Minnesota
$1K +$200 +2 +25%
MAM
304
Meeder Asset Management
Ohio
$1K +$1K +10 New
FP
305
Fiduciary Planning
Florida
$1K +$1K +12 New
FCA
306
FinTrust Capital Advisors
South Carolina
$29 – – –
OMC
307
Old Mission Capital
Illinois
– -$11.9M -228,698 Closed
USAA
308
United Services Automobile Association
Texas
– -$8.16M -132,730 Closed
GP
309
Greenline Partners
New York
– -$1.88M -36,063 Closed
ECM
310
ExodusPoint Capital Management
New York
– -$1.55M -29,700 Closed
IAN
311
Integrated Advisors Network
Texas
– -$1.37M -26,296 Closed
RIA
312
Regal Investment Advisors
Michigan
– -$1.37M -26,154 Closed
AF
313
Advisornet Financial
Minnesota
– -$1.13M -21,608 Closed
QCG
314
Quadrant Capital Group
Ohio
– -$1.09M -20,832 Closed
MFW
315
Meristem Family Wealth
Minnesota
– -$740K -14,170 Closed
NWP
316
Northstar Wealth Partners
Connecticut
– -$644K -12,334 Closed
EWA
317
EP Wealth Advisors
California
– -$584K -11,173 Closed
MIAN
318
Mariner Independent Advisor Network
Kansas
– -$562K -10,758 Closed
PFS
319
Prospera Financial Services
Texas
– -$552K -10,578 Closed
IF
320
Intrua Financial
Texas
– -$480K -8,563 Closed
SMFS
321
Squar Milner Financial Services
California
– -$332K -6,366 Closed
MWC
322
MKD Wealth Coaches
Michigan
– -$303K -5,794 Closed
TFA
323
Teamwork Financial Advisors
Texas
– -$297K -5,680 Closed
ClearBridge Investments
324
ClearBridge Investments
New York
– -$272K -5,214 Closed
MCP
325
Mirador Capital Partners
California
– -$249K -4,763 Closed
10 11 12
13
14