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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 %
SPC
101
Sigma Planning Corp
Michigan
$1.73M -$64.6K -1,237 -4%
W
102
Wealthquest
Ohio
$1.72M +$1.72M +32,953 New
BOM
103
Bank of Marin
California
$1.72M -$10.9K -209 -0.6%
Financial Engines Advisors
104
Financial Engines Advisors
California
$1.61M -$7.79M -149,142 -83%
GLA
105
Good Life Advisors
Pennsylvania
$1.57M -$625K -11,957 -29%
ECM
106
ExodusPoint Capital Management
New York
$1.55M +$1.55M +29,700 New
CFGS
107
Concourse Financial Group Securities
Alabama
$1.54M -$53.1K -1,016 -3%
CM
108
Columbus Macro
Pennsylvania
$1.53M -$40.3K -772 -3%
Cetera Investment Advisers
109
Cetera Investment Advisers
Illinois
$1.53M +$85.5K +1,637 +6%
BSW
110
Buckingham Strategic Wealth
Missouri
$1.52M -$4.54K -87 -0.3%
OC
111
Oppenheimer & Co
New York
$1.48M +$8.3K +159 +0.6%
DDPIC
112
Deroy & Devereaux Private Investment Counsel
Michigan
$1.47M -$78.3K -1,500 -5%
TPW
113
TL Private Wealth
Texas
$1.46M -$62.1K -1,142 -4%
FAIM
114
Financial Advocates Investment Management
Washington
$1.45M -$172K -3,282 -11%
NWM
115
Northwest Wealth Management
Iowa
$1.4M +$27K +517 +2%
CAPTRUST Financial Advisors
116
CAPTRUST Financial Advisors
North Carolina
$1.39M +$679K +13,023 +96%
IAN
117
Integrated Advisors Network
Texas
$1.37M +$1.37M +26,296 New
RIA
118
Regal Investment Advisors
Michigan
$1.37M +$1.37M +26,154 New
EIC
119
Equity Investment Corp
Georgia
$1.36M -$3.79M -72,480 -74%
SF
120
Summit Financial
New Jersey
$1.34M -$1.1M -20,984 -45%
Truist Financial
121
Truist Financial
North Carolina
$1.25M -$120K -2,298 -9%
Creative Planning
122
Creative Planning
Kansas
$1.23M +$745K +14,261 +152%
CGA
123
Crescent Grove Advisors
Illinois
$1.17M -$1.03M -19,801 -47%
SFA
124
Sequoia Financial Advisors
Ohio
$1.14M +$115K +2,205 +11%
CA
125
Cetera Advisors
Colorado
$1.14M +$50.5K +967 +5%
3 4
5
6 7