IUSV icon

iShares Core S&P US Value ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
VA
326
Valmark Advisers
Ohio
-$247K -4,731 Closed
NL
327
NWAM LLC
Washington
-$231K -4,431 Closed
MAM
328
Marotta Asset Management
Virginia
-$228K -4,374 Closed
FANJ
329
Financial Architects (New Jersey)
New Jersey
-$173K -3,308 Closed
SF
330
Synovus Financial
Georgia
-$101K -1,955 Closed
Franklin Resources
331
Franklin Resources
California
-$69K -1,263 Closed
KPW
332
Kore Private Wealth
New York
-$60K -1,156 Closed
OPS
333
Orion Portfolio Solutions
Nebraska
-$55K -1,050 Closed
OFG
334
Oxford Financial Group
Indiana
-$44K -835 Closed
TC
335
Truvestments Capital
Florida
-$39K -754 Closed
JWM
336
Janiczek Wealth Management
Colorado
-$24K -455 Closed
JPLA
337
Joseph P. Lucia & Associates
New York
-$20K -390 Closed
SFPG
338
Stonebridge Financial Planning Group
Florida
-$16K -300 Closed
AA
339
Ancora Advisors
Ohio
-$12K -223 Closed
KWM
340
Keebeck Wealth Management
Illinois
-$7K -145 Closed
TRCT
341
Tower Research Capital (TRC)
New York
-$5K -100 Closed
WR
342
Watson Rebecca
-$5K -90 Closed
DI
343
Disciplined Investments
Oklahoma
-$4K -85 Closed
IWP
344
IAG Wealth Partners
Wisconsin
-$3K -55 Closed
SFG
345
Sowa Financial Group
Rhode Island
-$2K -35 Closed