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iShares Core S&P US Value ETF
IUSV

Overview Fund Activity

307 hedge funds and large institutions have $4.96B invested in iShares Core S&P US Value ETF in 2020 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 108 increasing their positions, 102 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
307
Holders Change
-9
Holders Change %
-2.85%
% of All Funds
6.21%
Holding in Top 10
18
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+20%
% of All Funds
0.36%
New
34
Increased
108
Reduced
102
Closed
40
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$123M
2
SRA
Summit Rock Advisors
New York
+$92.6M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$85.1M
4
AL
Aspiriant LLC
California
+$48.8M
5
BL
Balentine LLC
Georgia
+$28.4M

Top Sellers

1
MIA
MainStreet Investment Advisors
Illinois
-$19.3M
2
OMC
Old Mission Capital
Illinois
-$11.9M
3
Charles Schwab
Charles Schwab
California
-$9.39M
4
USAA
United Services Automobile Association
Texas
-$8.16M
5
PBF
Petix & Botte Financial
California
-$5.15M
Name Holding Trade Value Shares
Change 		Shares
Change %
SC
151
Scotia Capital
Ontario, Canada
$686K +$434 +8 +0.1%
Rockefeller Capital Management
152
Rockefeller Capital Management
New York
$671K +$136K +2,511 +25%
B
153
Bellecapital
Switzerland
$651K – – –
CFA
154
Carroll Financial Associates
North Carolina
$637K +$9.65K +178 +2%
N
155
Natixis
France
$633K +$633K +11,660 New
APWM
156
Atlas Private Wealth Management
New York
$627K +$5.59K +103 +0.9%
IFG
157
Investors Financial Group
Minnesota
$605K -$60.3K -1,111 -9%
IWAG
158
Integer Wealth Advisors Group
Georgia
$600K +$706 +13 +0.1%
WPC
159
White Pine Capital
Minnesota
$590K +$8.42K +155 +1%
HNB
160
Huntington National Bank
Ohio
$564K – – –
ATC
161
Argent Trust Co
Tennessee
$564K – – –
SCP
162
Syntal Capital Partners
Texas
$551K +$551K +10,162 New
Lido Advisors
163
Lido Advisors
California
$548K -$40K -737 -7%
CI
164
CX Institutional
Indiana
$541K +$44.4K +818 +9%
PFA
165
Pure Financial Advisors
California
$530K – – –
MWM
166
Modera Wealth Management
New Jersey
$523K -$70.5K -1,300 -12%
FCM
167
Firestone Capital Management
Florida
$483K – – –
CPO
168
Cerity Partners OCIO
New York
$475K +$2.61K +48 +0.6%
EFL
169
ERn Financial LLC
Wisconsin
$474K +$29.2K +538 +7%
Bank of New York Mellon
170
Bank of New York Mellon
New York
$464K -$305K -5,624 -40%
Comerica Bank
171
Comerica Bank
Texas
$452K – – –
WAP
172
Wealthcare Advisory Partners
Pennsylvania
$444K -$138K -2,537 -24%
AIA
173
Angeles Investment Advisors
California
$429K – – –
CL
174
CIM LLC
New York
$425K +$62.5K +1,107 +17%
Mercer Global Advisors
175
Mercer Global Advisors
Colorado
$424K +$424K +7,814 New
5 6
7
8 9