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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 %
PSUF
26
People's United Financial
Connecticut
$15.6M +$14.4M +311,144 +1,179%
UCFA
27
United Capital Financial Advisors
Texas
$15.3M +$1.35M +29,258 +10%
AF
28
Allworth Financial
California
$14.9M +$4.57M +98,954 +44%
BFEC
29
Benjamin F. Edwards & Company
Missouri
$14.6M +$1.67M +36,206 +13%
CG
30
Colony Group
Massachusetts
$14M -$1.16M -25,197 -8%
RJA
31
Raymond James & Associates
Florida
$13.4M -$625K -13,540 -4%
HFS
32
Hantz Financial Services
Michigan
$13.3M +$13.3M +288,645 New
Wealth Enhancement Advisory Services
33
Wealth Enhancement Advisory Services
Minnesota
$13.3M +$3.47M +67,600 +35%
Osaic Holdings
34
Osaic Holdings
Arizona
$12M +$12M +458,810 New
Ameriprise
35
Ameriprise
Minnesota
$11.7M -$8.61M -186,525 -42%
TPWA
36
TRUE Private Wealth Advisors
Oregon
$10.4M +$1.59M +34,517 +18%
TAIM
37
TD Ameritrade Investment Management
Nebraska
$9.5M -$5.03M -108,985 -35%
GWM
38
Geneos Wealth Management
Colorado
$8.46M +$764K +16,662 +10%
Financial Engines Advisors
39
Financial Engines Advisors
California
$8.31M +$7.96M +172,375 +2,291%
LFS
40
Lutz Financial Services
Nebraska
$7.92M +$6.02M +130,297 +317%
Northwestern Mutual Wealth Management
41
Northwestern Mutual Wealth Management
Wisconsin
$7.74M +$958K +20,740 +14%
Cambridge Investment Research Advisors
42
Cambridge Investment Research Advisors
Iowa
$7.72M +$2.11M +45,592 +38%
IWC
43
Integrated Wealth Concepts
Massachusetts
$6.97M -$273K -5,910 -4%
WWM
44
Windsor Wealth Management
Indiana
$6.92M +$6.63M +143,589 +2,317%
Baird Financial Group
45
Baird Financial Group
Wisconsin
$6.81M +$4.06M +87,845 +147%
EWA
46
ERTS Wealth Advisors
Michigan
$6.57M -$10.9M -235,250 -62%
ECG
47
Edge Capital Group
Georgia
$6.54M +$373K +8,078 +6%
PAG
48
Private Advisor Group
New Jersey
$6.51M -$1.27M -27,583 -16%
US Bancorp
49
US Bancorp
Minnesota
$6.33M -$74.2K -1,606 -1%
PA
50
PSI Advisors
Florida
$6.1M -$9M -195 -60%
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