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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 %
OAM
351
Oppenheimer Asset Management
New York
– -$153K -2,431 Closed
WHG
352
Westwood Holdings Group
Texas
– -$138K -2,184 Closed
MCWS
353
McKinley Carter Wealth Services
West Virginia
– -$128K -2,037 Closed
ZB
354
Zions Bancorporation
Utah
– -$64K -1,023 Closed
BCI
355
Brinker Capital Investments
Pennsylvania
– -$60K -948 Closed
OC
356
Oakworth Capital
Alabama
– -$25K -404 Closed
SIC
357
Samalin Investment Counsel
New York
– -$24K -383 Closed
HI
358
Human Investing
Oregon
– -$24K -378 Closed
IFWM
359
Institute for Wealth Management
Colorado
– -$24K -375 Closed
PWP
360
Personal Wealth Partners
Minnesota
– -$13K -200 Closed
KWM
361
Keebeck Wealth Management
Illinois
– -$9K -145 Closed
AC
362
AlphaCore Capital
California
– -$8K -131 Closed
CL
363
Cabana LLC
Arkansas
– -$7K -117 Closed
PCA
364
Providence Capital Advisors
North Carolina
– -$7K -112 Closed
HF
365
Halpern Financial
Virginia
– -$4.74K -75 Closed
EARNEST Partners
366
EARNEST Partners
Georgia
– -$4K -71 Closed
DY
367
Dowling & Yahnke
California
– -$4K -61 Closed
AWA
368
Arkadios Wealth Advisors
Georgia
– -$2.23K -35 Closed
TCWM
369
Total Clarity Wealth Management
Illinois
– -$2K -32 Closed
SAM
370
S.A. Mason
Michigan
– -$1K -17 Closed
11 12 13 14
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