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iShares Core S&P US Value ETF
IUSV

Overview Fund Activity

316 hedge funds and large institutions have $4.34B invested in iShares Core S&P US Value ETF in 2020 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 104 increasing their positions, 115 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
316
Holders Change
+11
Holders Change %
+3.61%
% of All Funds
6.5%
Holding in Top 10
15
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-16.67%
% of All Funds
0.31%
New
44
Increased
104
Reduced
115
Closed
32
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Charles Schwab
Charles Schwab
California
+$71.5M
2
MIA
MainStreet Investment Advisors
Illinois
+$18.9M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$17.8M
4
JPMPWA
J.P. Morgan Private Wealth Advisors
California
+$14.4M
5
OMC
Old Mission Capital
Illinois
+$11.9M

Top Sellers

1
USAA
United Services Automobile Association
Texas
-$83.9M
2
BL
Balentine LLC
Georgia
-$66.4M
3
PPA
Parametric Portfolio Associates
Washington
-$37.7M
4
SRA
Summit Rock Advisors
New York
-$23.5M
5
BlackRock
BlackRock
New York
-$20.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
26
Allworth Financial
California
$18.8M +$1.91M +36,655 +11%
PSUF
27
People's United Financial
Connecticut
$17.2M -$393K -7,525 -2%
CG
28
Colony Group
Massachusetts
$16.6M +$755K +14,460 +5%
Ameriprise
29
Ameriprise
Minnesota
$16.3M +$3.06M +58,489 +23%
TAIM
30
TD Ameritrade Investment Management
Nebraska
$16.1M +$5.33M +102,031 +50%
HFS
31
Hantz Financial Services
Michigan
$15.7M +$632K +12,092 +4%
JPMPWA
32
J.P. Morgan Private Wealth Advisors
California
$15.3M +$14.4M +275,200 +1,508%
WWM
33
Windsor Wealth Management
Indiana
$12.7M +$4.85M +92,781 +62%
OMC
34
Old Mission Capital
Illinois
$11.9M +$11.9M +228,698 New
TPWA
35
TRUE Private Wealth Advisors
Oregon
$11.7M -$14.6K -280 -0.1%
JPMorgan Chase & Co
36
JPMorgan Chase & Co
New York
$11.6M +$5.23M +100,184 +82%
RJA
37
Raymond James & Associates
Florida
$10.9M -$4.24M -81,172 -28%
GWM
38
Geneos Wealth Management
Colorado
$10.2M +$807K +15,896 +9%
Wealth Enhancement Advisory Services
39
Wealth Enhancement Advisory Services
Minnesota
$10.2M -$4.03M -73,689 -28%
Cambridge Investment Research Advisors
40
Cambridge Investment Research Advisors
Iowa
$10.1M +$1.33M +25,374 +15%
Baird Financial Group
41
Baird Financial Group
Wisconsin
$9.09M +$1.39M +26,613 +18%
FA
42
Fortis Advisors
Pennsylvania
$8.78M -$11M -211,284 -56%
USAA
43
United Services Automobile Association
Texas
$8.16M -$83.9M -1,364,580 -91%
PAG
44
Private Advisor Group
New Jersey
$8.14M +$777K +14,883 +11%
SW
45
SkyOak Wealth
Michigan
$8.04M +$8.04M +154,020 New
Osaic Holdings
46
Osaic Holdings
Arizona
$7.85M -$16.1M -308,583 -67%
US Bancorp
47
US Bancorp
Minnesota
$7.5M +$341K +6,535 +5%
IWC
48
Integrated Wealth Concepts
Massachusetts
$7.49M -$387K -7,408 -5%
EWA
49
ERTS Wealth Advisors
Michigan
$7.37M -$56K -1,073 -0.8%
LFS
50
Lutz Financial Services
Nebraska
$6.96M -$2M -38,211 -22%
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