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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 %
FCM
176
Firestone Capital Management
Florida
$465K – – –
CPO
177
Cerity Partners OCIO
New York
$455K +$1.83K +35 +0.4%
V
178
Veritable
Delaware
$454K -$20K -384 -4%
Comerica Bank
179
Comerica Bank
Texas
$437K -$68.9K -1,260 -14%
EFL
180
ERn Financial LLC
Wisconsin
$428K -$18.2K -349 -4%
AIA
181
Angeles Investment Advisors
California
$413K -$17.1K -328 -4%
RG
182
Rikoon Group
New Mexico
$410K +$941 +18 +0.2%
CFA
183
Cahill Financial Advisors
Minnesota
$387K +$387K +7,400 New
WT
184
Whittier Trust
California
$385K – – –
KL
185
KWMG LLC
Kansas
$378K +$6.01K +115 +2%
LFAS
186
Level Four Advisory Services
Texas
$375K -$6.46M -123,384 -95%
IA
187
IFP Advisors
Florida
$368K -$309K -5,967 -46%
UWPG
188
Ullmann Wealth Partners Group
Florida
$366K +$209 +4 +0.1%
NFG
189
Next Financial Group
Texas
$362K +$128K +2,452 +55%
OIA
190
Optimum Investment Advisors
Illinois
$360K – – –
CWC
191
Carolinas Wealth Consulting
North Carolina
$359K -$221K -4,228 -38%
CCMD
192
Cypress Capital Management (Delaware)
Delaware
$355K – – –
RJT
193
Raymond James Trust
Florida
$354K -$89.1K -1,708 -20%
IA
194
IFG Advisory
Georgia
$353K -$6K -115 -2%
APG
195
Abacus Planning Group
South Carolina
$352K -$23.7K -454 -6%
CL
196
CIM LLC
New York
$336K +$20.2K +387 +6%
CAM
197
Cozad Asset Management
Illinois
$333K +$333K +6,375 New
SMFS
198
Squar Milner Financial Services
California
$332K – – –
BRWA
199
B. Riley Wealth Advisors
Florida
$324K -$14.7K -281 -4%
TC
200
TAP Consulting
Missouri
$323K -$149K -2,854 -32%
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