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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 %
MGAM
326
McGowan Group Asset Management
Texas
– -$421K -6,686 Closed
Boston Partners
327
Boston Partners
Massachusetts
– -$385K -6,094 Closed
PPW
328
Pasadena Private Wealth
California
– -$368K -5,838 Closed
BPB
329
Badgley, Phelps & Bell
Washington
– -$367K -5,828 Closed
AP
330
Appleton Partners
Massachusetts
– -$331K -5,250 Closed
LF
331
Lantz Financial
Illinois
– -$321K -5,091 Closed
MAFM
332
Mid Atlantic Financial Management
Pennsylvania
– -$286K -4,533 Closed
JWCA
333
J.W. Cole Advisors
Florida
– -$277K -4,402 Closed
PJSIMP
334
P.J. Schmidt Investment Management (PJS)
Wisconsin
– -$276K -4,378 Closed
MA
335
Mutual Advisors
Nebraska
– -$275K -4,370 Closed
NL
336
NWAM LLC
Washington
– -$252K -3,993 Closed
PFA
337
Pinnacle Family Advisors
Missouri
– -$251K -3,983 Closed
GG
338
GenWealth Group
New Jersey
– -$228K -3,623 Closed
Mercer Global Advisors
339
Mercer Global Advisors
Colorado
– -$226K -3,591 Closed
TIM
340
Total Investment Management
Arizona
– -$224K -3,551 Closed
GSWM
341
Golden State Wealth Management
California
– -$224K -3,551 Closed
MFG
342
Magnus Financial Group
New York
– -$216K -3,427 Closed
CBFP
343
Cedar Brook Financial Partners
Ohio
– -$216K -3,421 Closed
Lido Advisors
344
Lido Advisors
California
– -$213K -3,386 Closed
KCM
345
Kathmere Capital Management
Pennsylvania
– -$213K -3,377 Closed
SCP
346
Syntal Capital Partners
Texas
– -$212K -3,372 Closed
PWMAG
347
Pinnacle Wealth Management Advisory Group
New Jersey
– -$205K -3,250 Closed
PA
348
Pinnacle Associates
New York
– -$205K -3,250 Closed
Brown Advisory
349
Brown Advisory
Maryland
– -$204K -3,243 Closed
SWM
350
SeaCrest Wealth Management
New York
– -$201K -3,187 Closed
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