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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 %
LP
326
LGL Partners
Pennsylvania
– -$284K -6,140 Closed
ZIC
327
ZWJ Investment Counsel
Georgia
– -$246K -5,336 Closed
BCA
328
Bay Colony Advisors
Massachusetts
– -$214K -4,628 Closed
PWM
329
PBMares Wealth Management
Virginia
– -$212K -4,599 Closed
SHGA
330
Sand Hill Global Advisors
California
– -$212K -4,597 Closed
DLCIG
331
D.L. Carlson Investment Group
New Hampshire
– -$206K -4,467 Closed
RE
332
RBC Europe
United Kingdom
– -$192K -4,160 Closed
FM
333
Family Management
New York
– -$136K -2,935 Closed
EWM
334
EPG Wealth Management
Georgia
– -$42K -920 Closed
RFM
335
Royal Fund Management
Florida
– -$38K -825 Closed
AIC
336
Ameritas Investment Company
Nebraska
– -$35K -757 Closed
AAP
337
Arax Advisory Partners
Colorado
– -$16K -344 Closed
CAAS
338
Capital Asset Advisory Services
Michigan
– -$15K -303 Closed
AssetMark Inc
339
AssetMark Inc
California
– -$7K -161 Closed
SBL
340
Sargent Bickham Lagudis
Colorado
– -$7K -158 Closed
PA
341
PSI Advisors
Florida
– -$6.1M -132 Closed
AA
342
Advisory Alpha
Michigan
– -$5.17K -105 Closed
Bank of Montreal
343
Bank of Montreal
Ontario, Canada
– -$4K -85 Closed
KFI
344
Key Financial Inc
Pennsylvania
– -$4K -79 Closed
PCIA
345
Prime Capital Investment Advisors
Kansas
– -$2K -42 Closed
WLPWM
346
Walled Lake Planning & Wealth Management
Illinois
– -$1K -32 Closed
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