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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 %
SWP
51
Stratos Wealth Partners
Ohio
$6.57M +$2.52M +48,185 +62%
GSIS
52
Global Strategic Investment Solutions
Arizona
$6.54M +$180K +3,437 +3%
Northwestern Mutual Wealth Management
53
Northwestern Mutual Wealth Management
Wisconsin
$6.19M -$2.56M -49,003 -29%
ASN
54
Advisory Services Network
Georgia
$6.12M +$2.72M +52,066 +80%
Carson Wealth (CWM LLC)
55
Carson Wealth (CWM LLC)
Nebraska
$6.01M – – –
AWM
56
AE Wealth Management
Kansas
$5.99M +$1.44M +27,486 +32%
EH
57
Equitable Holdings
New York
$5.88M +$2.08M +39,901 +55%
HR
58
Howe & Rusling
New York
$5.55M +$41.7K +798 +0.8%
DCM
59
Disciplina Capital Management
Tennessee
$5.52M +$3.04M +58,285 +123%
TIM
60
Tortoise Investment Management
New York
$5.33M -$484K -9,258 -8%
CAN
61
Cetera Advisor Networks
California
$5.23M +$781K +14,957 +18%
SS
62
Simplicity Solutions
Minnesota
$5.22M +$988K +18,909 +23%
PBF
63
Petix & Botte Financial
California
$5.22M +$2.73M +102,515 +109%
IWM
64
IHT Wealth Management
Illinois
$4.95M -$376K -7,203 -7%
AAS
65
Avantax Advisory Services
Texas
$4.55M -$276K -5,277 -6%
Natixis Advisors
66
Natixis Advisors
Massachusetts
$4.46M -$15.5M -296,018 -78%
ECG
67
Edge Capital Group
Georgia
$4.46M -$2.94M -56,265 -40%
EWM
68
Endurance Wealth Management
Rhode Island
$4.13M -$140K -2,685 -3%
1WA
69
180 Wealth Advisors
Washington
$4.07M -$252K -4,654 -6%
GRP
70
Global Retirement Partners
California
$3.96M -$412K -7,894 -9%
DP
71
Denver PWM
Colorado
$3.94M -$233K -4,454 -6%
HWM
72
HighMark Wealth Management
Minnesota
$3.89M +$28.2K +541 +0.7%
PP
73
PrairieView Partners
Minnesota
$3.76M +$305K +5,839 +9%
HA
74
HYA Advisors
Missouri
$3.68M +$426K +8,154 +13%
MCM
75
Mitchell Capital Management
Kansas
$3.68M -$547K -10,475 -13%
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