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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 %
CIM
101
Confluence Investment Management
Missouri
$1.82M +$1.82M +32,167 New
DDPIC
102
Deroy & Devereaux Private Investment Counsel
Michigan
$1.82M +$101K +1,600 +6%
FAIM
103
Financial Advocates Investment Management
Washington
$1.78M +$522K +8,279 +42%
Truist Financial
104
Truist Financial
North Carolina
$1.77M +$1.77M +28,008 New
RIA
105
Regal Investment Advisors
Michigan
$1.69M -$2.84K -45 -0.2%
EIC
106
Equity Investment Corp
Georgia
$1.69M +$580K +9,200 +52%
JPMPWA
107
J.P. Morgan Private Wealth Advisors
California
$1.69M +$432K +6,853 +34%
PSUF
108
People's United Financial
Connecticut
$1.66M +$144K +2,284 +9%
AWM
109
Aprio Wealth Management
Georgia
$1.66M +$1.66M +26,386 New
BSW
110
Buckingham Strategic Wealth
Missouri
$1.66M +$441 +7 +0%
CAPTRUST Financial Advisors
111
CAPTRUST Financial Advisors
North Carolina
$1.62M +$1.5M +23,767 +1,283%
WWM
112
Western Wealth Management
Colorado
$1.58M -$659K -10,463 -29%
GBBWRPM
113
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$1.58M +$60.1K +954 +4%
RHBC
114
R.H. Bluestein & Co
Michigan
$1.57M +$812K +12,884 +106%
S
115
SignatureFD
Georgia
$1.57M +$1.57M +24,897 +51,869%
GIA
116
Gladstone Institutional Advisory
Florida
$1.57M +$19K +301 +1%
Cetera Investment Advisers
117
Cetera Investment Advisers
Illinois
$1.54M +$542K +8,628 +55%
SIAS
118
Shine Investment Advisory Services
Colorado
$1.5M -$48.5K -770 -3%
PFA
119
Pure Financial Advisors
California
$1.48M -$58.8K -933 -4%
AAS
120
Avantax Advisory Services
Texas
$1.47M +$733K +11,621 +99%
Citigroup
121
Citigroup
New York
$1.46M +$354K +5,609 +32%
HR
122
Howe & Rusling
New York
$1.45M -$19K -301 -1%
PTC
123
Private Trust Company
Ohio
$1.45M -$4.35K -69 -0.3%
FHC
124
First Heartland Consultants
Missouri
$1.34M +$82.4K +1,308 +7%
BC
125
Brinker Capital
Pennsylvania
$1.3M +$1.3M +20,696 New
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5
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