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iShares Core S&P US Value ETF
IUSV

Overview Fund Activity

307 hedge funds and large institutions have $4.96B invested in iShares Core S&P US Value ETF in 2020 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 108 increasing their positions, 102 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
307
Holders Change
-9
Holders Change %
-2.85%
% of All Funds
6.21%
Holding in Top 10
18
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+20%
% of All Funds
0.36%
New
34
Increased
108
Reduced
102
Closed
40
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$123M
2
SRA
Summit Rock Advisors
New York
+$92.6M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$85.1M
4
AL
Aspiriant LLC
California
+$48.8M
5
BL
Balentine LLC
Georgia
+$28.4M

Top Sellers

1
MIA
MainStreet Investment Advisors
Illinois
-$19.3M
2
OMC
Old Mission Capital
Illinois
-$11.9M
3
Charles Schwab
Charles Schwab
California
-$9.39M
4
USAA
United Services Automobile Association
Texas
-$8.16M
5
PBF
Petix & Botte Financial
California
-$5.15M
Name Holding Trade Value Shares
Change 		Shares
Change %
JPMPWA
26
J.P. Morgan Private Wealth Advisors
California
$20.9M +$5.01M +92,334 +31%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$19.7M -$487K -8,979 -2%
AF
28
Allworth Financial
California
$19.2M -$359K -6,619 -2%
CG
29
Colony Group
Massachusetts
$17M -$236K -4,352 -1%
RAM
30
Riggs Asset Management
Pennsylvania
$16.9M +$16.9M +95,255 +85,049%
PSUF
31
People's United Financial
Connecticut
$16.7M -$1.25M -23,013 -7%
TAIM
32
TD Ameritrade Investment Management
Nebraska
$16.5M -$167K -3,083 -1%
HFS
33
Hantz Financial Services
Michigan
$15.5M -$812K -14,962 -5%
WAOI
34
Wealth Advisors of Iowa
Iowa
$13.7M +$13.7M +253,148 New
WWM
35
Windsor Wealth Management
Indiana
$13.2M -$212K -3,833 -2%
RJA
36
Raymond James & Associates
Florida
$11.9M +$514K +9,471 +5%
JPMorgan Chase & Co
37
JPMorgan Chase & Co
New York
$11.8M -$165K -3,068 -1%
TPWA
38
TRUE Private Wealth Advisors
Oregon
$11.1M -$1.12M -20,686 -9%
Cambridge Investment Research Advisors
39
Cambridge Investment Research Advisors
Iowa
$10.9M +$449K +8,261 +4%
Osaic Holdings
40
Osaic Holdings
Arizona
$10.9M +$2.74M +50,524 +34%
GWM
41
Geneos Wealth Management
Colorado
$10.9M +$222K +4,166 +2%
KAS
42
Kestra Advisory Services
Texas
$10.8M +$10.8M +198,964 New
Wealth Enhancement Advisory Services
43
Wealth Enhancement Advisory Services
Minnesota
$10.7M +$109K +1,911 +1%
Baird Financial Group
44
Baird Financial Group
Wisconsin
$9.93M +$484K +8,908 +5%
PAG
45
Private Advisor Group
New Jersey
$9.12M +$684K +12,632 +8%
SW
46
SkyOak Wealth
Michigan
$8.55M +$185K +3,399 +2%
IWC
47
Integrated Wealth Concepts
Massachusetts
$8.21M +$419K +7,724 +5%
US Bancorp
48
US Bancorp
Minnesota
$7.76M -$34.6K -637 -0.4%
GSIS
49
Global Strategic Investment Solutions
Arizona
$7.56M +$762K +14,041 +11%
LFS
50
Lutz Financial Services
Nebraska
$7.22M -$15.2K -280 -0.2%
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