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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 %
SPC
101
Sigma Planning Corp
Michigan
$1.58M -$537K -11,623 -25%
BOM
102
Bank of Marin
California
$1.53M -$114K -2,461 -7%
BWA
103
Beam Wealth Advisors
Louisiana
$1.52M +$1.52M +32,851 New
NIMC
104
NWQ Investment Management Company
California
$1.5M +$1.5M +32,550 New
ACA
105
Atlas Capital Advisors
Wyoming
$1.45M +$91.6K +1,983 +7%
FAIM
106
Financial Advocates Investment Management
Washington
$1.43M +$125K +2,697 +10%
CFGS
107
Concourse Financial Group Securities
Alabama
$1.41M – – –
TPW
108
TL Private Wealth
Texas
$1.4M +$682K +13,664 +96%
CM
109
Columbus Macro
Pennsylvania
$1.39M -$56.9K -1,233 -4%
DDPIC
110
Deroy & Devereaux Private Investment Counsel
Michigan
$1.37M +$32.3K +700 +2%
BSW
111
Buckingham Strategic Wealth
Missouri
$1.35M +$133K +2,889 +11%
OC
112
Oppenheimer & Co
New York
$1.3M +$349K +7,552 +37%
Cetera Investment Advisers
113
Cetera Investment Advisers
Illinois
$1.27M +$146K +3,151 +13%
OFG
114
Oxford Financial Group
Indiana
$1.22M +$1.22M +26,446 New
Truist Financial
115
Truist Financial
North Carolina
$1.22M -$78.5K -1,700 -6%
NWM
116
Northwest Wealth Management
Iowa
$1.21M +$1.21M +26,239 New
GIA
117
Gladstone Institutional Advisory
Florida
$1.13M -$17.7K -383 -2%
5L
118
55I LLC
Massachusetts
$1.1M +$1.1M +21,795 New
RHBC
119
R.H. Bluestein & Co
Michigan
$1.09M -$64.7K -1,402 -6%
TC
120
Telemus Capital
Michigan
$1.02M -$70.5K -1,331 -6%
FHC
121
First Heartland Consultants
Missouri
$988K +$7.71K +167 +0.8%
Citigroup
122
Citigroup
New York
$962K -$105K -2,263 -10%
CA
123
Cetera Advisors
Colorado
$960K +$242K +5,241 +34%
AWMS
124
Advocacy Wealth Management Services
Georgia
$949K +$605K +13,736 +176%
SFA
125
Sequoia Financial Advisors
Ohio
$909K +$218K +4,713 +31%
3 4
5
6 7