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 %
UWPG
201
Ullmann Wealth Partners Group
Florida
$441K +$189 +3 +0%
OIA
202
Optimum Investment Advisors
Illinois
$435K – – –
BCA
203
Berman Capital Advisors
Georgia
$429K +$2.02K +32 +0.5%
LP
204
LGL Partners
Pennsylvania
$426K -$13.7K -218 -3%
BFWA
205
Benchmark Financial Wealth Advisors
Florida
$426K +$426K +6,765 New
Bank of New York Mellon
206
Bank of New York Mellon
New York
$424K +$424K +6,728 New
MGAM
207
McGowan Group Asset Management
Texas
$421K – – –
IA
208
IFG Advisory
Georgia
$408K -$42.4K -674 -9%
WCG
209
Weaver Consulting Group
California
$407K – – –
SMFS
210
Squar Milner Financial Services
California
$401K – – –
FHA
211
Flagship Harbor Advisors
Massachusetts
$401K +$38.1K +604 +10%
Bank of Montreal
212
Bank of Montreal
Ontario, Canada
$394K – – –
WWM
213
Windsor Wealth Management
Indiana
$391K +$391K +6,197 New
Boston Partners
214
Boston Partners
Massachusetts
$385K +$385K +6,094 New
WS
215
Wedbush Securities
California
$370K -$394K -6,247 -52%
RBC
216
Roble Belko & Company
Pennsylvania
$370K – – –
PPW
217
Pasadena Private Wealth
California
$368K – – –
BPB
218
Badgley, Phelps & Bell
Washington
$367K +$367K +5,828 New
EWM
219
EPG Wealth Management
Georgia
$351K +$351K +5,576 New
NGA
220
Naples Global Advisors
Florida
$347K +$16.4K +260 +5%
SWA
221
Stratos Wealth Advisors
Ohio
$343K +$3.6K +57 +1%
ZIC
222
ZWJ Investment Counsel
Georgia
$340K +$340K +5,396 New
DADC
223
D.A. Davidson & Co
Montana
$332K – – –
AP
224
Appleton Partners
Massachusetts
$331K – – –
GJIC
225
Gamble Jones Investment Counsel
California
$329K +$8.19K +130 +3%
7 8
9
10 11