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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 %
BOM
101
Bank of Marin
California
$1.79M +$1.09K +20 +0.1%
Financial Engines Advisors
102
Financial Engines Advisors
California
$1.75M +$84.7K +1,561 +5%
FAIM
103
Financial Advocates Investment Management
Washington
$1.72M +$223K +4,103 +15%
W
104
Wealthquest
Ohio
$1.72M -$67.2K -1,238 -4%
TVAMP
105
Tennessee Valley Asset Management Partners
Tennessee
$1.71M -$182K -3,348 -10%
ACA
106
Atlas Capital Advisors
Wyoming
$1.67M -$162K -2,987 -9%
GLA
107
Good Life Advisors
Pennsylvania
$1.65M +$17.7K +326 +1%
Susquehanna International Group
108
Susquehanna International Group
Pennsylvania
$1.61M +$441K +8,113 +38%
FM
109
Family Management
New York
$1.58M +$1.58M +29,043 New
TPW
110
TL Private Wealth
Texas
$1.57M +$39.4K +692 +3%
OC
111
Oppenheimer & Co
New York
$1.55M +$16.5K +303 +1%
BSW
112
Buckingham Strategic Wealth
Missouri
$1.54M -$35.9K -662 -2%
DDPIC
113
Deroy & Devereaux Private Investment Counsel
Michigan
$1.54M +$15.2K +280 +1%
EIC
114
Equity Investment Corp
Georgia
$1.52M +$107K +1,976 +8%
CA
115
Cetera Advisors
Colorado
$1.47M +$284K +5,228 +24%
CM
116
Columbus Macro
Pennsylvania
$1.42M -$173K -3,182 -11%
SF
117
Summit Financial
New Jersey
$1.41M +$20.3K +373 +1%
NWM
118
Northwest Wealth Management
Iowa
$1.35M -$103K -1,900 -7%
CFGS
119
Concourse Financial Group Securities
Alabama
$1.29M -$306K -5,639 -19%
AWMS
120
Advocacy Wealth Management Services
Georgia
$1.24M +$261K +4,798 +27%
PTC
121
Private Trust Company
Ohio
$1.21M +$110K +2,022 +10%
LFS
122
Legacy Financial Strategies
Kansas
$1.19M -$967K -17,809 -45%
SFA
123
Sequoia Financial Advisors
Ohio
$1.19M -$1.85K -34 -0.2%
CAPTRUST Financial Advisors
124
CAPTRUST Financial Advisors
North Carolina
$1.18M -$273K -5,020 -19%
CGA
125
Crescent Grove Advisors
Illinois
$1.16M -$59.1K -1,089 -5%
3 4
5
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