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iShares Core S&P US Value ETF
IUSV

Overview Fund Activity

305 hedge funds and large institutions have $3.94B invested in iShares Core S&P US Value ETF in 2020 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 122 increasing their positions, 89 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
305
Holders Change
-39
Holders Change %
-11.34%
% of All Funds
6.74%
Holding in Top 10
18
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10%
% of All Funds
0.4%
New
34
Increased
122
Reduced
89
Closed
68
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$102M
2
Morgan Stanley
Morgan Stanley
New York
+$66.3M
3
BL
Balentine LLC
Georgia
+$31.1M
4
PPA
Parametric Portfolio Associates
Washington
+$30.3M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$28.7M

Top Sellers

1
FDCC
Foster Dykema Cabot & Co
Massachusetts
-$35.1M
2
UBS Group
UBS Group
Switzerland
-$24.2M
3
SRA
Summit Rock Advisors
New York
-$18.8M
4
MIM
Miller Investment Management
Pennsylvania
-$17.7M
5
ST
Sentinel Trust
Texas
-$12.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
TC
176
TAP Consulting
Missouri
$417K +$8.59K +186 +2%
FCM
177
Firestone Capital Management
Florida
$411K +$36K +780 +10%
PFGIA
178
Patriot Financial Group Insurance Agency
Massachusetts
$409K +$409K +8,861 New
Rockefeller Capital Management
179
Rockefeller Capital Management
New York
$405K -$17.7K -383 -4%
CPO
180
Cerity Partners OCIO
New York
$400K +$2.72K +59 +0.7%
EFL
181
ERn Financial LLC
Wisconsin
$394K +$394K +8,535 New
RJT
182
Raymond James Trust
Florida
$392K -$4.48K -97 -1%
FDCDDQ
183
Federation des caisses Desjardins du Quebec
Quebec, Canada
$382K -$472K -10,231 -55%
FHA
184
Flagship Harbor Advisors
Massachusetts
$368K +$74.6K +1,617 +25%
SCM
185
Snow Capital Management
Pennsylvania
$364K -$1.11M -23,929 -75%
RG
186
Rikoon Group
New Mexico
$361K – – –
CI
187
CX Institutional
Indiana
$355K -$1.25M -27,042 -78%
BPA
188
Beacon Pointe Advisors
California
$355K -$71.4K -1,547 -17%
WT
189
Whittier Trust
California
$340K – – –
MAM
190
Marotta Asset Management
Virginia
$338K -$58K -1,317 -15%
HCA
191
Heck Capital Advisors
Wisconsin
$333K -$53.8K -1,165 -14%
APG
192
Abacus Planning Group
South Carolina
$332K +$5.63K +122 +2%
KL
193
KWMG LLC
Kansas
$329K +$329K +7,117 New
ECM
194
ETrade Capital Management
Virginia
$327K +$327K +7,087 New
UWPG
195
Ullmann Wealth Partners Group
Florida
$323K +$184 +4 +0.1%
OIA
196
Optimum Investment Advisors
Illinois
$319K – – –
IA
197
IFG Advisory
Georgia
$318K +$18.6K +403 +6%
BCA
198
Berman Capital Advisors
Georgia
$316K +$2.12K +46 +0.7%
CCMD
199
Cypress Capital Management (Delaware)
Delaware
$314K -$33.7K -730 -10%
Bank of New York Mellon
200
Bank of New York Mellon
New York
$311K +$46 +1 +0%
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