IUSV icon

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 %
KA
176
Kovack Advisors
Florida
$563K +$40.7K +646 +8%
TC
177
TAP Consulting
Missouri
$557K -$13.2K -210 -2%
MAM
178
Marotta Asset Management
Virginia
$553K +$553K +9,002 New
PCA
179
Personal Capital Advisors
California
$550K +$550K +8,726 New
CPO
180
Cerity Partners OCIO
New York
$543K -$20.7K -329 -4%
RJT
181
Raymond James Trust
Florida
$541K +$6.11K +97 +1%
Creative Planning
182
Creative Planning
Kansas
$539K -$12.2K -193 -2%
GTAM
183
Global Trust Asset Management
Florida
$531K +$531K +8,425 New
HCA
184
Heck Capital Advisors
Wisconsin
$528K -$2.14K -34 -0.4%
CL
185
CIM LLC
New York
$514K -$441 -7 -0.1%
VCA
186
Verdence Capital Advisors
Maryland
$513K +$513K +8,134 New
FCM
187
Firestone Capital Management
Florida
$512K +$512K +8,122 New
RG
188
Rikoon Group
New Mexico
$493K +$882 +14 +0.2%
AWMS
189
Advocacy Wealth Management Services
Georgia
$493K +$241K +3,816 +95%
MCP
190
Mirador Capital Partners
California
$482K -$513K -8,136 -52%
SCM
191
Sitrin Capital Management
California
$482K -$241K -3,825 -33%
CCMD
192
Cypress Capital Management (Delaware)
Delaware
$474K – – –
Financial Engines Advisors
193
Financial Engines Advisors
California
$474K +$474K +7,523 New
WT
194
Whittier Trust
California
$464K – – –
Millennium Management
195
Millennium Management
New York
$464K +$464K +7,360 New
WAP
196
Wealthcare Advisory Partners
Pennsylvania
$462K +$264K +4,193 +134%
PWAP
197
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$459K +$49.1K +785 +12%
MWC
198
MKD Wealth Coaches
Michigan
$457K +$6.36K +101 +1%
APG
199
Abacus Planning Group
South Carolina
$445K – – –
Renaissance Technologies
200
Renaissance Technologies
New York
$441K -$416K -6,600 -49%
6 7
8
9 10