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iShares Core S&P US Value ETF
IUSV

Overview Fund Activity

372 hedge funds and large institutions have $5.61B invested in iShares Core S&P US Value ETF in 2020 Q4 according to their latest regulatory filings, with 89 funds opening new positions, 120 increasing their positions, 97 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
372
Holders Change
+65
Holders Change %
+21.17%
% of All Funds
6.6%
Holding in Top 10
24
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+33.33%
% of All Funds
0.43%
New
89
Increased
120
Reduced
97
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
$2.66B
2
Morgan Stanley
Morgan Stanley
New York
$371M
3
SHGA
Sand Hill Global Advisors
California
$50.9M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$223M
5
CIM
Confluence Investment Management
Missouri
$20.7M

Top Sellers

1
LPL Financial
LPL Financial
California
$571M
2
BL
Balentine LLC
Georgia
$9.35M
3
SRA
Summit Rock Advisors
New York
$45.2M
4
PPA
Parametric Portfolio Associates
Washington
$0
5
RAM
Riggs Asset Management
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FFA
351
Freedman Financial Associates
Massachusetts
$6K +$6K +99 New
GT
352
Glenmede Trust
Pennsylvania
$5K – – –
BC
353
Bartlett & Co
Ohio
$5K +$5K +75 New
WEC
354
Winslow Evans & Crocker
Massachusetts
$5K +$5K +84 New
BCWM
355
Bartlett & Co Wealth Management
Ohio
$4.66K +$4.66K +75 New
KFS
356
Kelly Financial Services
Massachusetts
$4.12K – – –
TC
357
Trust Company
Kansas
$4K -$20.7K -326 -84%
CAAS
358
Capital Asset Advisory Services
Michigan
$4K +$4K +58 New
JFA
359
JNBA Financial Advisors
Minnesota
$3K – – –
PC
360
Permanens Capital
New York
$3K – – –
AIC
361
Archer Investment Corporation
Indiana
$2.8K – – –
CAGAS
362
Capital Advisory Group Advisory Services
Minnesota
$2K – – –
LWM
363
Liberty Wealth Management
California
$2K +$2K +36 New
TAM
364
Tucker Asset Management
Colorado
$1.56K +$1.56K +25 New
FP
365
Fiduciary Planning
Florida
$1K – – –
MAM
366
Meeder Asset Management
Ohio
$1K – – –
VNA
367
Valley National Advisers
Pennsylvania
$1K +$1K +24 New
SIAG
368
Safeguard Investment Advisory Group
California
$1K +$1K +30 New
SCP
369
Syntal Capital Partners
Texas
$608 -$23 -371 -4%
CRI
370
Colonial River Investments
Virginia
$271 +$271 +4,187 New
PPA
371
Parametric Portfolio Associates
Washington
– -$53.5M -984,604 Closed
RAM
372
Riggs Asset Management
Pennsylvania
– -$16.9M -95,367 Closed
Susquehanna International Group
373
Susquehanna International Group
Pennsylvania
– -$1.61M -29,723 Closed
AWMS
374
Advocacy Wealth Management Services
Georgia
– -$1.24M -22,791 Closed
TI
375
tru Independence
Oregon
– -$971K -17,882 Closed
12 13 14
15
16