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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 %
GP
126
Geneva Partners
Wisconsin
$1.3M -$27.8K -441 -2%
TC
127
Telemus Capital
Michigan
$1.3M +$10.5K +167 +0.8%
OC
128
Oppenheimer & Co
New York
$1.3M +$514K +8,164 +66%
SWP
129
Summit Wealth Partners
Florida
$1.22M +$1.22M +19,405 New
MSAM
130
Moloney Securities Asset Management
Missouri
$1.2M -$6.3K -100 -0.5%
FDCDDQ
131
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.17M -$2.34M -37,192 -67%
First Manhattan
132
First Manhattan
New York
$1.14M -$31.5K -500 -3%
CCM
133
Coldstream Capital Management
Washington
$1.12M -$1.52M -24,050 -58%
LFS
134
Legacy Financial Strategies
Kansas
$1.11M +$164K +2,608 +17%
Allianz Asset Management
135
Allianz Asset Management
Germany
$1.09M +$1.09M +17,293 New
EWA
136
EP Wealth Advisors
California
$1.09M +$40.2K +638 +4%
KM
137
Kalos Management
Georgia
$1.07M -$63.9K -1,014 -6%
CS
138
Comerica Securities
Michigan
$1.03M +$1.03M +16,401 New
PFS
139
Prospera Financial Services
Texas
$1M -$159K -2,530 -14%
PS
140
Portfolio Strategies
New York
$993K -$24.5K -389 -2%
CA
141
Cetera Advisors
Colorado
$981K +$45.8K +726 +5%
CHJWM
142
Carlton Hofferkamp & Jenks Wealth Management
Texas
$973K +$973K +15,683 New
CG
143
CFO4Life Group
Texas
$972K – – –
SFA
144
Sequoia Financial Advisors
Ohio
$944K +$102K +1,617 +12%
Janney Montgomery Scott
145
Janney Montgomery Scott
Pennsylvania
$927K +$137K +2,180 +17%
SC
146
Scotia Capital
Ontario, Canada
$915K +$20.5K +325 +2%
TPW
147
TL Private Wealth
Texas
$903K +$903K +14,288 New
CB
148
Commerce Bank
Missouri
$884K +$80.5K +1,279 +10%
PA
149
Prism Advisors
California
$873K – – –
CFA
150
Carroll Financial Associates
North Carolina
$865K +$21.9K +348 +3%
4 5
6
7 8