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iShares Core S&P US Value ETF
IUSV

Overview Fund Activity

305 hedge funds and large institutions have $3.94B invested in iShares Core S&P US Value ETF in 2020 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 122 increasing their positions, 89 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
305
Holders Change
-39
Holders Change %
-11.34%
% of All Funds
6.74%
Holding in Top 10
18
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10%
% of All Funds
0.4%
New
34
Increased
122
Reduced
89
Closed
68
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$102M
2
Morgan Stanley
Morgan Stanley
New York
+$66.3M
3
BL
Balentine LLC
Georgia
+$31.1M
4
PPA
Parametric Portfolio Associates
Washington
+$30.3M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$28.7M

Top Sellers

1
FDCC
Foster Dykema Cabot & Co
Massachusetts
-$35.1M
2
UBS Group
UBS Group
Switzerland
-$24.2M
3
SRA
Summit Rock Advisors
New York
-$18.8M
4
MIM
Miller Investment Management
Pennsylvania
-$17.7M
5
ST
Sentinel Trust
Texas
-$12.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
EPM
76
Elm Partners Management
Pennsylvania
$3.08M +$1.28M +27,728 +71%
SIAS
77
Shine Investment Advisory Services
Colorado
$3.06M +$1.97M +42,590 +179%
PP
78
PrairieView Partners
Minnesota
$3.06M +$1.64M +35,552 +116%
ASN
79
Advisory Services Network
Georgia
$3M -$2.5M -54,158 -45%
AMG
80
Asset Management Group
Connecticut
$2.91M -$3.69K -80 -0.1%
HA
81
HYA Advisors
Missouri
$2.88M -$19.3K -417 -0.7%
TPCW
82
TD Private Client Wealth
New York
$2.77M +$19.5K +422 +0.7%
GBBWRPM
83
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$2.63M +$1.48M +32,016 +128%
CAC
84
Certified Advisory Corp
Florida
$2.63M +$139K +3,001 +6%
LRIA
85
Leonard Rickey Investment Advisors
Washington
$2.57M +$67.1K +1,454 +3%
FAAS
86
First Allied Advisory Services
California
$2.55M +$7.67K +166 +0.3%
Stifel Financial
87
Stifel Financial
Missouri
$2.5M -$167K -3,612 -6%
HCM
88
Howland Capital Management
Massachusetts
$2.5M – – –
MML Investors Services
89
MML Investors Services
Massachusetts
$2.38M -$3.8M -82,321 -62%
Janney Montgomery Scott
90
Janney Montgomery Scott
Pennsylvania
$2.22M +$1.54M +33,378 +227%
DCM
91
Disciplina Capital Management
Tennessee
$2.19M – – –
SF
92
Summit Financial
New Jersey
$2.15M +$223K +4,820 +12%
WWM
93
Western Wealth Management
Colorado
$2.01M +$857K +18,639 +74%
CPSC
94
Carl P. Sherr & Co
Massachusetts
$1.97M +$40.5K +877 +2%
CGA
95
Crescent Grove Advisors
Illinois
$1.95M +$438K +9,482 +29%
GLA
96
Good Life Advisors
Pennsylvania
$1.94M +$278K +6,012 +17%
FFG
97
Ford Financial Group
California
$1.89M +$137K +2,969 +8%
KM
98
Kalos Management
Georgia
$1.87M +$1.02M +20,125 +119%
LFS
99
Legacy Financial Strategies
Kansas
$1.79M +$972K +21,052 +119%
GP
100
Greenline Partners
New York
$1.67M – – –
2 3
4
5 6