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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 %
Janney Montgomery Scott
76
Janney Montgomery Scott
Pennsylvania
$3.94M +$688K +12,673 +21%
DP
77
Denver PWM
Colorado
$3.93M -$160K -2,956 -4%
PP
78
PrairieView Partners
Minnesota
$3.89M -$16.1K -296 -0.4%
FPIS
79
Financial Planning & Information Services
Wisconsin
$3.72M -$12.7K -234 -0.3%
AMG
80
Asset Management Group
Connecticut
$3.49M +$23.5K +432 +0.7%
MCM
81
Mitchell Capital Management
Kansas
$3.38M -$445K -8,204 -12%
GRP
82
Global Retirement Partners
California
$3.28M -$833K -15,339 -20%
EPM
83
Elm Partners Management
Pennsylvania
$3.22M -$365K -6,726 -10%
LRIA
84
Leonard Rickey Investment Advisors
Washington
$3M -$28.2K -519 -0.9%
Creative Planning
85
Creative Planning
Kansas
$2.94M +$1.66M +30,577 +129%
HCM
86
Howland Capital Management
Massachusetts
$2.93M – – –
NFG
87
NewFocus Financial Group
Washington
$2.78M -$967K -17,817 -26%
Truist Financial
88
Truist Financial
North Carolina
$2.77M +$1.47M +27,072 +113%
FAAS
89
First Allied Advisory Services
California
$2.76M -$197K -3,636 -7%
TPCW
90
TD Private Client Wealth
New York
$2.6M -$297K -5,476 -10%
CPSC
91
Carl P. Sherr & Co
Massachusetts
$2.54M +$346K +6,369 +16%
FFG
92
Ford Financial Group
California
$2.42M +$112K +2,054 +5%
KM
93
Kalos Management
Georgia
$2.32M -$56.6K -957 -2%
BWA
94
Beam Wealth Advisors
Louisiana
$2.27M +$65K +1,197 +3%
SPC
95
Sigma Planning Corp
Michigan
$2.25M +$453K +8,341 +25%
BFWA
96
Benchmark Financial Wealth Advisors
Florida
$2.08M -$46.3K -853 -2%
5L
97
55I LLC
Massachusetts
$2.08M -$268K -4,944 -11%
WWM
98
Western Wealth Management
Colorado
$1.94M -$56K -1,031 -3%
Cetera Investment Advisers
99
Cetera Investment Advisers
Illinois
$1.87M +$280K +5,164 +18%
KOMWMG
100
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$1.85M +$1.85M +34,091 New
2 3
4
5 6