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iShares Core S&P US Value ETF
IUSV

Overview Fund Activity

344 hedge funds and large institutions have $5.01B invested in iShares Core S&P US Value ETF in 2019 Q4 according to their latest regulatory filings, with 102 funds opening new positions, 122 increasing their positions, 65 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
344
Holders Change
+78
Holders Change %
+29.32%
% of All Funds
6.79%
Holding in Top 10
20
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+25%
% of All Funds
0.39%
New
102
Increased
122
Reduced
65
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$154M
2
SRA
Summit Rock Advisors
New York
+$57.8M
3
FDCC
Foster Dykema Cabot & Co
Massachusetts
+$35.1M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$28.3M
5
LPL Financial
LPL Financial
California
+$26M

Top Sellers

1
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$74.8M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$68.4M
3
TFF
The Family Firm
Maryland
-$43.2M
4
Jane Street
Jane Street
New York
-$15.5M
5
Jones Financial Companies
Jones Financial Companies
Missouri
-$5.16M
Name Holding Trade Value Shares
Change 		Shares
Change %
CG
26
Colony Group
Massachusetts
$20.7M +$40K +635 +0.2%
FA
27
Fortis Advisors
Pennsylvania
$20M +$6.79M +107,702 +51%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$20M -$980K -15,557 -5%
TAIM
29
TD Ameritrade Investment Management
Nebraska
$19.8M -$458K -7,265 -2%
RJA
30
Raymond James & Associates
Florida
$19.2M +$7.51M +119,190 +65%
UCFA
31
United Capital Financial Advisors
Texas
$19M +$1.85M +29,294 +11%
MIM
32
Miller Investment Management
Pennsylvania
$17.7M +$275K +4,362 +2%
BFEC
33
Benjamin F. Edwards & Company
Missouri
$17.6M +$1.58M +25,122 +10%
IWM
34
IHT Wealth Management
Illinois
$15.9M +$2.83M +44,833 +22%
AF
35
Allworth Financial
California
$14.1M +$53.4K +847 +0.4%
ST
36
Sentinel Trust
Texas
$12.8M -$1.1M -17,523 -8%
JPMorgan Chase & Co
37
JPMorgan Chase & Co
New York
$12.5M +$456K +7,231 +4%
LTFS
38
Ladenburg Thalmann Financial Services
Florida
$12.1M -$13.1K -208 -0.1%
Wealth Enhancement Advisory Services
39
Wealth Enhancement Advisory Services
Minnesota
$12.1M +$2.22M +35,184 +22%
TPWA
40
TRUE Private Wealth Advisors
Oregon
$12M +$1.35M +21,430 +13%
PAG
41
Private Advisor Group
New Jersey
$10.6M -$146K -2,311 -1%
GWM
42
Geneos Wealth Management
Colorado
$10.6M +$238K +3,778 +2%
IWC
43
Integrated Wealth Concepts
Massachusetts
$9.88M +$179K +2,836 +2%
Northwestern Mutual Wealth Management
44
Northwestern Mutual Wealth Management
Wisconsin
$9.25M +$108K +1,714 +1%
US Bancorp
45
US Bancorp
Minnesota
$8.74M -$549K -8,716 -6%
MML Investors Services
46
MML Investors Services
Massachusetts
$8.43M -$340K -5,397 -4%
ECG
47
Edge Capital Group
Georgia
$8.42M – – –
LFAS
48
Level Four Advisory Services
Texas
$8.34M +$681K +10,808 +9%
AG
49
Advisor Group
Arizona
$7.94M +$307K +4,871 +4%
Cambridge Investment Research Advisors
50
Cambridge Investment Research Advisors
Iowa
$7.66M +$743K +11,785 +11%
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