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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 %
SS
76
Simplicity Solutions
Minnesota
$2.94M +$963K +15,279 +49%
SPC
77
Sigma Planning Corp
Michigan
$2.89M -$626K -9,927 -18%
SWP
78
Stratos Wealth Partners
Ohio
$2.83M +$255K +4,046 +10%
DIA
79
Dean Investment Associates
Ohio
$2.78M +$2.78M +44,068 New
CPSC
80
Carl P. Sherr & Co
Massachusetts
$2.64M +$2.64M +41,828 New
SF
81
Summit Financial
New Jersey
$2.63M -$796K -12,635 -23%
LFS
82
Lutz Financial Services
Nebraska
$2.59M +$25.1K +398 +1%
Jane Street
83
Jane Street
New York
$2.52M -$15.5M -246,398 -86%
W
84
Wealthquest
Ohio
$2.45M -$136K -2,152 -5%
FFG
85
Ford Financial Group
California
$2.4M +$70.1K +1,113 +3%
JIP
86
Jaffetilchin Investment Partners
Florida
$2.34M +$204K +3,230 +10%
Natixis Advisors
87
Natixis Advisors
Massachusetts
$2.28M -$3.58M -56,822 -61%
GP
88
Greenline Partners
New York
$2.27M – – –
Kovitz Investment Group Partners
89
Kovitz Investment Group Partners
Illinois
$2.27M +$2.27M +36,053 New
GLA
90
Good Life Advisors
Pennsylvania
$2.26M +$119K +1,892 +6%
EPM
91
Elm Partners Management
Pennsylvania
$2.25M -$64K -1,108 -3%
BOM
92
Bank of Marin
California
$2.24M +$2.24M +35,541 New
CI
93
CX Institutional
Indiana
$2.19M +$1.77M +28,076 +421%
IA
94
IFP Advisors
Florida
$2.16M +$1.76M +27,966 +445%
CGA
95
Crescent Grove Advisors
Illinois
$2.06M +$1.8M +28,578 +684%
SCM
96
Snow Capital Management
Pennsylvania
$2.01M +$2.01M +31,808 New
CM
97
Columbus Macro
Pennsylvania
$1.97M -$27.2K -431 -1%
PP
98
PrairieView Partners
Minnesota
$1.93M -$91.3K -1,448 -5%
CFGS
99
Concourse Financial Group Securities
Alabama
$1.92M +$970K +15,389 +102%
ACA
100
Atlas Capital Advisors
Wyoming
$1.86M +$4.16K +66 +0.2%
2 3
4
5 6