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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 %
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$24.2M +$1.62M +26,125 +7%
CG
27
Colony Group
Massachusetts
$21.9M +$2.45M +39,418 +13%
AF
28
Allworth Financial
California
$21.9M -$103K -1,656 -0.5%
CIM
29
Confluence Investment Management
Missouri
$20.7M +$19.8M +318,045 +2,046%
Osaic Holdings
30
Osaic Holdings
Arizona
$18.2M +$5.66M +91,079 +45%
TAIM
31
TD Ameritrade Investment Management
Nebraska
$17.9M -$1.01M -16,171 -5%
HFS
32
Hantz Financial Services
Michigan
$17.9M +$155K +2,498 +0.9%
PSUF
33
People's United Financial
Connecticut
$15.5M -$3.58M -57,527 -19%
JPMorgan Chase & Co
34
JPMorgan Chase & Co
New York
$15.2M +$1.58M +25,364 +12%
WWM
35
Windsor Wealth Management
Indiana
$15.1M +$275K +4,426 +2%
Wealth Enhancement Advisory Services
36
Wealth Enhancement Advisory Services
Minnesota
$14M +$2.08M +32,689 +17%
RJA
37
Raymond James & Associates
Florida
$13.7M +$101K +1,626 +0.7%
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$13.2M +$702K +11,296 +6%
Baird Financial Group
39
Baird Financial Group
Wisconsin
$13M +$1.66M +26,645 +15%
FWM
40
ForthRight Wealth Management
Georgia
$12.1M +$12.1M +193,762 New
KAS
41
Kestra Advisory Services
Texas
$11.9M -$331K -5,360 -3%
WAOI
42
Wealth Advisors of Iowa
Iowa
$11.9M -$3.86M -62,147 -25%
VC
43
Veracity Capital
Georgia
$10.5M +$10.5M +168,712 New
SW
44
SkyOak Wealth
Michigan
$10M +$231K +3,711 +2%
BL
45
Balentine LLC
Georgia
$9.35M -$152M -2,441,434 -94%
CWP
46
Corepath Wealth Partners
Arizona
$9.15M +$9.15M +146,052 New
GSIS
47
Global Strategic Investment Solutions
Arizona
$8.67M +$5.04K +81 +0.1%
PAG
48
Private Advisor Group
New Jersey
$8.4M -$2.07M -33,315 -20%
LFS
49
Lutz Financial Services
Nebraska
$8.34M +$65.7K +1,057 +0.8%
CI Investments Inc
50
CI Investments Inc
Ontario, Canada
$8.23M +$8.23M +132,278 New
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