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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 %
NFP
151
Narus Financial Partners
Utah
$862K – – –
NWP
152
Northstar Wealth Partners
Connecticut
$854K +$8.37K +133 +1%
IFG
153
Investors Financial Group
Minnesota
$837K +$837K +13,288 New
ClearBridge Investments
154
ClearBridge Investments
New York
$794K +$789K +12,474 +14,675%
BAM
155
Baldrige Asset Management
Pennsylvania
$793K +$17.1K +271 +2%
MIAN
156
Mariner Independent Advisor Network
Kansas
$780K +$23.3K +369 +3%
EIA
157
Eldridge Investment Advisors
New Hampshire
$780K +$780K +12,379 New
WPC
158
White Pine Capital
Minnesota
$763K -$15.1K -240 -2%
SLA
159
Silver Lake Advisory
Utah
$757K +$757K +12,014 New
B
160
Bellecapital
Switzerland
$756K – – –
SFS
161
Sowell Financial Services
Arkansas
$722K +$589K +9,340 +441%
APWM
162
Atlas Private Wealth Management
New York
$720K +$720K +11,423 New
AWE
163
Avidian Wealth Enterprises
Texas
$696K -$29.3K -465 -4%
ACA
164
Anchor Capital Advisors
Massachusetts
$686K – – –
MCA
165
Magnolia Capital Advisors
Mississippi
$679K +$679K +10,776 New
APA
166
American Portfolios Advisors
New York
$676K -$3.15K -50 -0.5%
IWAG
167
Integer Wealth Advisors Group
Georgia
$672K +$672K +10,792 New
V
168
Veritable
Delaware
$668K +$119K +1,885 +22%
FNBOH
169
First National Bank of Hutchinson
Kansas
$665K +$75.8K +1,203 +13%
HNB
170
Huntington National Bank
Ohio
$655K – – –
ATC
171
Argent Trust Co
Tennessee
$655K – – –
SCM
172
SOL Capital Management
Maryland
$632K +$94.5K +1,500 +18%
BPA
173
Beacon Pointe Advisors
California
$583K +$358K +5,683 +160%
Comerica Bank
174
Comerica Bank
Texas
$578K +$873 +14 +0.2%
Rockefeller Capital Management
175
Rockefeller Capital Management
New York
$577K +$182K +2,892 +46%
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