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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 %
EWA
51
ERTS Wealth Advisors
Michigan
$7.15M -$516K -9,513 -7%
AAS
52
Avantax Advisory Services
Texas
$6.38M +$1.66M +30,518 +35%
Northwestern Mutual Wealth Management
53
Northwestern Mutual Wealth Management
Wisconsin
$6.25M -$179K -3,296 -3%
SWP
54
Stratos Wealth Partners
Ohio
$6.23M -$597K -10,990 -9%
CAN
55
Cetera Advisor Networks
California
$6.1M +$656K +12,086 +12%
Carson Wealth (CWM LLC)
56
Carson Wealth (CWM LLC)
Nebraska
$6.01M – – –
HR
57
Howe & Rusling
New York
$5.88M +$109K +2,015 +2%
AWM
58
AE Wealth Management
Kansas
$5.78M -$446K -8,212 -7%
ASN
59
Advisory Services Network
Georgia
$5.66M -$698K -12,855 -11%
DCM
60
Disciplina Capital Management
Tennessee
$5.56M -$174K -3,200 -3%
PBF
61
Petix & Botte Financial
California
$5.5M -$5.15M -94,901 -48%
TIM
62
Tortoise Investment Management
New York
$5.47M -$72.2K -1,330 -1%
SS
63
Simplicity Solutions
Minnesota
$5.41M -$22.5K -415 -0.4%
IWM
64
IHT Wealth Management
Illinois
$5.13M -$14.4K -265 -0.3%
Natixis Advisors
65
Natixis Advisors
Massachusetts
$5.08M +$435K +8,019 +9%
CFD
66
Creative Financial Designs
Indiana
$4.71M +$4.39M +80,884 +1,381%
FA
67
Fortis Advisors
Pennsylvania
$4.51M -$4.61M -84,990 -51%
EH
68
Equitable Holdings
New York
$4.44M -$1.67M -30,786 -27%
HWM
69
HighMark Wealth Management
Minnesota
$4.29M +$245K +4,519 +6%
EWM
70
Endurance Wealth Management
Rhode Island
$4.29M – – –
GBBWRPM
71
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$4.27M +$998K +18,382 +30%
1WA
72
180 Wealth Advisors
Washington
$4.23M +$30.6K +548 +0.7%
ECG
73
Edge Capital Group
Georgia
$4.2M -$440K -8,105 -9%
HA
74
HYA Advisors
Missouri
$4.08M +$257K +4,736 +7%
MML Investors Services
75
MML Investors Services
Massachusetts
$4.01M +$602K +11,088 +18%
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