IUSV icon

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 %
AF
126
Advisornet Financial
Minnesota
$1.13M +$1.13M +21,546 +34,752%
Susquehanna International Group
127
Susquehanna International Group
Pennsylvania
$1.13M +$1.13M +21,610 New
QCG
128
Quadrant Capital Group
Ohio
$1.09M +$1.08M +20,683 +13,881%
FHC
129
First Heartland Consultants
Missouri
$1.07M -$43.7K -837 -4%
PTC
130
Private Trust Company
Ohio
$1.06M +$158K +3,018 +18%
RHBC
131
R.H. Bluestein & Co
Michigan
$1.03M -$199K -3,803 -16%
Citigroup
132
Citigroup
New York
$1.03M -$56.7K -1,085 -5%
SWP
133
Summit Wealth Partners
Florida
$1.02M +$5.8K +111 +0.6%
CB
134
Commerce Bank
Missouri
$1.01M +$274K +5,235 +37%
PFM
135
Phillips Financial Management
Indiana
$966K +$293K +5,606 +43%
MSAM
136
Moloney Securities Asset Management
Missouri
$964K -$25.6K -490 -3%
First Manhattan
137
First Manhattan
New York
$947K – – –
AWMS
138
Advocacy Wealth Management Services
Georgia
$940K -$186K -3,559 -17%
WA
139
Wealth Alliance
New York
$932K -$75.2K -1,440 -7%
CHJWM
140
Carlton Hofferkamp & Jenks Wealth Management
Texas
$926K +$57.8K +1,054 +7%
CS
141
Comerica Securities
Michigan
$917K +$108K +2,058 +13%
TC
142
Telemus Capital
Michigan
$890K -$121K -2,306 -12%
CIM
143
Confluence Investment Management
Missouri
$879K -$3.67M -70,181 -81%
Stifel Financial
144
Stifel Financial
Missouri
$878K -$1.95M -37,252 -69%
APA
145
American Portfolios Advisors
New York
$833K +$142K +2,715 +21%
CG
146
CFO4Life Group
Texas
$806K – – –
MCA
147
Magnolia Capital Advisors
Mississippi
$756K +$16.7K +320 +2%
Bank of New York Mellon
148
Bank of New York Mellon
New York
$740K +$389K +7,445 +111%
MFW
149
Meristem Family Wealth
Minnesota
$740K +$740K +14,170 New
BAM
150
Baldrige Asset Management
Pennsylvania
$726K +$125K +2,389 +21%
4 5
6
7 8