IUSV icon

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 %
MCM
51
Mitchell Capital Management
Kansas
$7.55M -$204K -3,235 -3%
ASN
52
Advisory Services Network
Georgia
$7.51M +$1.05M +16,682 +16%
TIM
53
Tortoise Investment Management
New York
$6.7M +$644K +10,221 +11%
Carson Wealth (CWM LLC)
54
Carson Wealth (CWM LLC)
Nebraska
$6.01M – – –
CAN
55
Cetera Advisor Networks
California
$5.79M -$122K -1,945 -2%
PBF
56
Petix & Botte Financial
California
$5.49M +$5.49M +87,037 New
GRP
57
Global Retirement Partners
California
$5.35M +$125K +1,989 +2%
IAA
58
Independent Advisor Alliance
North Carolina
$5.22M +$5.22M +82,788 New
EWM
59
Endurance Wealth Management
Rhode Island
$5.05M +$614K +9,750 +14%
1WA
60
180 Wealth Advisors
Washington
$4.63M +$124K +1,959 +3%
HWM
61
HighMark Wealth Management
Minnesota
$4.59M +$4.59M +72,813 New
Fidelity Investments
62
Fidelity Investments
Massachusetts
$4.52M +$479K +7,599 +12%
FPIS
63
Financial Planning & Information Services
Wisconsin
$4.3M -$60.7K -963 -1%
AMG
64
Asset Management Group
Connecticut
$3.97M -$24.1K -383 -0.6%
HA
65
HYA Advisors
Missouri
$3.95M +$3.95M +62,673 New
Baird Financial Group
66
Baird Financial Group
Wisconsin
$3.75M +$2.53M +40,093 +206%
TPCW
67
TD Private Client Wealth
New York
$3.75M +$3.75M +59,545 New
Stifel Financial
68
Stifel Financial
Missouri
$3.64M +$1.09M +17,289 +43%
AWM
69
AE Wealth Management
Kansas
$3.62M +$1.52M +24,176 +73%
FAAS
70
First Allied Advisory Services
California
$3.46M -$141K -2,240 -4%
LRIA
71
Leonard Rickey Investment Advisors
Washington
$3.42M +$128K +2,032 +4%
HCM
72
Howland Capital Management
Massachusetts
$3.41M – – –
CAC
73
Certified Advisory Corp
Florida
$3.4M +$243K +3,864 +8%
EH
74
Equitable Holdings
New York
$3.21M +$3.21M +50,888 New
DCM
75
Disciplina Capital Management
Tennessee
$2.98M -$870K -13,810 -23%
1 2
3
4 5