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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 %
GWM
101
Geneos Wealth Management
Colorado
$3.12M -$11.1M -159,445 -78%
TPCW
102
TD Private Client Wealth
New York
$2.99M +$3.3K +53 +0.1%
ACA
103
Atlas Capital Advisors
Wyoming
$2.91M +$999K +16,067 +52%
BFWA
104
Benchmark Financial Wealth Advisors
Florida
$2.7M +$314K +5,052 +13%
NFG
105
NewFocus Financial Group
Washington
$2.67M -$504K -8,111 -16%
5L
106
55I LLC
Massachusetts
$2.54M +$154K +2,481 +6%
Citigroup
107
Citigroup
New York
$2.44M +$1.29M +20,735 +113%
GRP
108
Global Retirement Partners
California
$2.36M -$1.39M -22,407 -37%
VFIC
109
Valley Forge Investment Consultants
Pennsylvania
$2.36M +$2.36M +37,963 New
CA
110
Cetera Advisors
Colorado
$2.3M +$625K +10,056 +37%
BWA
111
Beam Wealth Advisors
Louisiana
$2.26M -$335K -5,382 -13%
GP
112
Greenline Partners
New York
$2.24M +$2.24M +36,063 New
SFG
113
Sovereign Financial Group
Connecticut
$2.22M +$2.22M +35,649 New
FFG
114
Ford Financial Group
California
$2.21M -$558K -8,971 -20%
FAIM
115
Financial Advocates Investment Management
Washington
$2.17M +$198K +3,177 +10%
Financial Engines Advisors
116
Financial Engines Advisors
California
$2.02M +$6.65K +107 +0.3%
DIA
117
Dean Investment Associates
Ohio
$2.01M +$2.01M +32,295 New
W
118
Wealthquest
Ohio
$1.97M -$1.93K -31 -0.1%
GLA
119
Good Life Advisors
Pennsylvania
$1.9M +$14.4K +232 +0.8%
Mariner
120
Mariner
Kansas
$1.89M +$1.89M +30,341 New
KM
121
Kalos Management
Georgia
$1.89M -$643K -9,957 -25%
EIC
122
Equity Investment Corp
Georgia
$1.88M +$141K +2,271 +8%
BSW
123
Buckingham Strategic Wealth
Missouri
$1.77M +$497 +8 +0%
TPW
124
TL Private Wealth
Texas
$1.76M -$2.76K -43 -0.2%
DDPIC
125
Deroy & Devereaux Private Investment Counsel
Michigan
$1.76M – – –
3 4
5
6 7