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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 %
NFG
76
NewFocus Financial Group
Washington
$3.6M -$212K -4,060 -6%
FPIS
77
Financial Planning & Information Services
Wisconsin
$3.59M +$21.6K +414 +0.6%
EPM
78
Elm Partners Management
Pennsylvania
$3.45M -$29.1K -558 -0.8%
AMG
79
Asset Management Group
Connecticut
$3.34M +$46.8K +896 +1%
MML Investors Services
80
MML Investors Services
Massachusetts
$3.28M +$587K +11,248 +22%
GBBWRPM
81
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$3.15M +$171K +3,281 +6%
Janney Montgomery Scott
82
Janney Montgomery Scott
Pennsylvania
$3.13M +$615K +11,778 +24%
LRIA
83
Leonard Rickey Investment Advisors
Washington
$2.92M +$6.42K +123 +0.2%
FAAS
84
First Allied Advisory Services
California
$2.84M -$41K -784 -1%
HCM
85
Howland Capital Management
Massachusetts
$2.82M -$2.51K -48 -0.1%
TPCW
86
TD Private Client Wealth
New York
$2.79M -$341K -6,538 -11%
CAC
87
Certified Advisory Corp
Florida
$2.79M -$185K -3,536 -6%
5L
88
55I LLC
Massachusetts
$2.26M +$1.12M +21,452 +98%
KM
89
Kalos Management
Georgia
$2.24M +$172K +3,086 +8%
FFG
90
Ford Financial Group
California
$2.22M +$78.3K +1,499 +4%
BWA
91
Beam Wealth Advisors
Louisiana
$2.15M +$409K +7,740 +24%
FHA
92
Flagship Harbor Advisors
Massachusetts
$2.13M +$1.71M +32,807 +411%
CPSC
93
Carl P. Sherr & Co
Massachusetts
$2.11M -$118K -2,255 -5%
LFS
94
Legacy Financial Strategies
Kansas
$2.08M +$53.2K +1,019 +3%
BFWA
95
Benchmark Financial Wealth Advisors
Florida
$2.05M +$1.49M +28,440 +263%
Deutsche Bank
96
Deutsche Bank
Germany
$1.96M +$1.71M +32,723 +675%
WWM
97
Western Wealth Management
Colorado
$1.92M -$367K -7,023 -16%
GP
98
Greenline Partners
New York
$1.88M – – –
TVAMP
99
Tennessee Valley Asset Management Partners
Tennessee
$1.82M -$2.1M -40,141 -54%
ACA
100
Atlas Capital Advisors
Wyoming
$1.76M +$119K +2,273 +7%
2 3
4
5 6