IUSV icon

iShares Core S&P US Value ETF
IUSV

Overview Fund Activity

372 hedge funds and large institutions have $5.61B invested in iShares Core S&P US Value ETF in 2020 Q4 according to their latest regulatory filings, with 89 funds opening new positions, 120 increasing their positions, 97 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
372
Holders Change
+65
Holders Change %
+21.17%
% of All Funds
6.6%
Holding in Top 10
24
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+33.33%
% of All Funds
0.43%
New
89
Increased
120
Reduced
97
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
$2.66B
2
Morgan Stanley
Morgan Stanley
New York
$371M
3
SHGA
Sand Hill Global Advisors
California
$50.9M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$223M
5
CIM
Confluence Investment Management
Missouri
$20.7M

Top Sellers

1
LPL Financial
LPL Financial
California
$571M
2
BL
Balentine LLC
Georgia
$9.35M
3
SRA
Summit Rock Advisors
New York
$45.2M
4
PPA
Parametric Portfolio Associates
Washington
$0
5
RAM
Riggs Asset Management
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
HA
76
HYA Advisors
Missouri
$4.81M +$135K +2,164 +3%
1WA
77
180 Wealth Advisors
Washington
$4.8M -$46.8K -732 -1%
Stifel Financial
78
Stifel Financial
Missouri
$4.65M +$3.74M +60,205 +412%
ASN
79
Advisory Services Network
Georgia
$4.42M -$2.06M -33,120 -32%
Janney Montgomery Scott
80
Janney Montgomery Scott
Pennsylvania
$4.4M -$114K -1,829 -3%
FA
81
Fortis Advisors
Pennsylvania
$4.38M -$790K -12,699 -15%
PP
82
PrairieView Partners
Minnesota
$4.37M -$85.2K -1,370 -2%
DP
83
Denver PWM
Colorado
$4.32M -$119K -1,934 -3%
FPIS
84
Financial Planning & Information Services
Wisconsin
$4.25M -$13K -209 -0.3%
TPWA
85
TRUE Private Wealth Advisors
Oregon
$4.13M -$8.53M -137,188 -67%
FM
86
Family Management
New York
$4.09M +$2.29M +36,793 +127%
AMG
87
Asset Management Group
Connecticut
$3.94M -$58.1K -934 -1%
BBHBI
88
B, B, H, & B Inc
Alabama
$3.92M +$3.92M +63,062 New
SPC
89
Sigma Planning Corp
Michigan
$3.91M +$1.34M +21,532 +52%
BWM
90
Birchcreek Wealth Management
Ohio
$3.84M +$3.84M +61,697 New
Creative Planning
91
Creative Planning
Kansas
$3.77M +$399K +6,422 +12%
Truist Financial
92
Truist Financial
North Carolina
$3.73M +$550K +8,846 +17%
MCM
93
Mitchell Capital Management
Kansas
$3.55M -$318K -5,120 -8%
EPM
94
Elm Partners Management
Pennsylvania
$3.52M -$178K -2,864 -5%
TVAMP
95
Tennessee Valley Asset Management Partners
Tennessee
$3.42M +$1.47M +23,614 +75%
IAN
96
Integrated Advisors Network
Texas
$3.4M +$3.4M +54,706 New
HCM
97
Howland Capital Management
Massachusetts
$3.36M -$373 -6 -0%
LRIA
98
Leonard Rickey Investment Advisors
Washington
$3.31M -$126K -2,019 -4%
SWP
99
Stratos Wealth Partners
Ohio
$3.19M -$3.95M -63,510 -55%
CPSC
100
Carl P. Sherr & Co
Massachusetts
$3.19M +$275K +4,420 +9%
2 3
4
5 6