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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 %
QCG
326
Quadrant Capital Group
Ohio
$9K +$9K +149 New
AC
327
AlphaCore Capital
California
$8K +$8K +131 New
WTC
328
WhitTier Trust Company
Nevada
$7K – – –
RAM
329
Riggs Asset Management
Pennsylvania
$7K – – –
PCA
330
Providence Capital Advisors
North Carolina
$7K – – –
CL
331
Cabana LLC
Arkansas
$7K +$7K +117 New
LFG
332
LifePlan Financial Group
Ohio
$5K – – –
HF
333
Halpern Financial
Virginia
$4.74K +$4.74K +75 New
KFS
334
Kelly Financial Services
Massachusetts
$4.06K +$4.06K +64 New
AWM
335
Avior Wealth Management
Nebraska
$4K -$6.34K -122 -61%
JFA
336
JNBA Financial Advisors
Minnesota
$4K – – –
DY
337
Dowling & Yahnke
California
$4K +$4K +61 New
EARNEST Partners
338
EARNEST Partners
Georgia
$4K +$4K +71 New
AWA
339
Arkadios Wealth Advisors
Georgia
$2.23K +$2.23K +35 New
TCWM
340
Total Clarity Wealth Management
Illinois
$2K +$2K +32 New
SAM
341
S.A. Mason
Michigan
$1K +$1K +17 New
TFF
342
The Family Firm
Maryland
– -$43.2M -248,690 Closed
HCMT
343
Highland Capital Management (Tennessee)
Tennessee
– -$2.1M -36,385 Closed
TRCT
344
Tower Research Capital (TRC)
New York
– -$1.51M -26,142 Closed
MYIA
345
Mount Yale Investment Advisors
Colorado
– -$1.09M -17,979 Closed
Susquehanna International Group
346
Susquehanna International Group
Pennsylvania
– -$839K -14,522 Closed
SWM
347
Sequoia Wealth Management
Illinois
– -$788K -13,674 Closed
NPF
348
Norris Perne & French
Michigan
– -$403K -6,975 Closed
M&T Bank
349
M&T Bank
New York
– -$317K -5,481 Closed
BPWA
350
Beacon Pointe Wealth Advisors
California
– -$260K -4,495 Closed
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