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 %
SLA
151
Silver Lake Advisory
Utah
$716K -$2.87K -55 -0.4%
PA
152
Prism Advisors
California
$689K -$34K -651 -5%
SC
153
Scotia Capital
Ontario, Canada
$660K -$41.8K -800 -6%
NWP
154
Northstar Wealth Partners
Connecticut
$644K -$30.5K -585 -5%
IFG
155
Investors Financial Group
Minnesota
$640K -$20.4K -391 -3%
B
156
Bellecapital
Switzerland
$627K – – –
PFGIA
157
Patriot Financial Group Insurance Agency
Massachusetts
$624K +$161K +3,091 +35%
CFA
158
Carroll Financial Associates
North Carolina
$604K -$152K -2,919 -20%
APWM
159
Atlas Private Wealth Management
New York
$598K -$65.3K -1,250 -10%
EWA
160
EP Wealth Advisors
California
$584K -$160K -3,064 -22%
MWM
161
Modera Wealth Management
New Jersey
$571K -$94.3K -1,806 -14%
IWAG
162
Integer Wealth Advisors Group
Georgia
$568K +$51 +1 +0%
GP
163
Geneva Partners
Wisconsin
$567K -$214K -4,093 -27%
Lido Advisors
164
Lido Advisors
California
$565K +$565K +10,823 New
MIAN
165
Mariner Independent Advisor Network
Kansas
$562K -$97.4K -1,865 -15%
WAP
166
Wealthcare Advisory Partners
Pennsylvania
$560K +$56K +1,072 +11%
WPC
167
White Pine Capital
Minnesota
$559K -$68K -1,303 -11%
PFS
168
Prospera Financial Services
Texas
$552K -$269K -5,162 -33%
HNB
169
Huntington National Bank
Ohio
$543K -$38.9K -744 -7%
ATC
170
Argent Trust Co
Tennessee
$543K – – –
Rockefeller Capital Management
171
Rockefeller Capital Management
New York
$515K +$56.7K +1,085 +12%
PFA
172
Pure Financial Advisors
California
$510K -$235K -4,506 -32%
IF
173
Intrua Financial
Texas
$480K +$480K +8,563 New
CI
174
CX Institutional
Indiana
$477K +$75.4K +1,445 +19%
SIAS
175
Shine Investment Advisory Services
Colorado
$473K -$2.99M -57,294 -86%
5 6
7
8 9