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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 %
BRWA
201
B. Riley Wealth Advisors
Florida
$300K +$77.5K +1,674 +35%
M&T Bank
202
M&T Bank
New York
$299K +$299K +6,477 New
SMFS
203
Squar Milner Financial Services
California
$293K – – –
MCP
204
Mirador Capital Partners
California
$287K -$88.8K -1,807 -24%
LP
205
LGL Partners
Pennsylvania
$284K -$29K -627 -9%
CL
206
CIM LLC
New York
$279K -$97.5K -2,111 -26%
WS
207
Wedbush Securities
California
$276K +$5.58K +121 +2%
RBC
208
Roble Belko & Company
Pennsylvania
$271K – – –
AWE
209
Avidian Wealth Enterprises
Texas
$258K -$251K -5,446 -49%
GJIC
210
Gamble Jones Investment Counsel
California
$255K +$13.7K +296 +6%
VCA
211
Verdence Capital Advisors
Maryland
$250K -$126K -2,731 -34%
SC
212
Savant Capital
Illinois
$247K +$247K +5,346 New
ZIC
213
ZWJ Investment Counsel
Georgia
$246K -$2.77K -60 -1%
DADC
214
D.A. Davidson & Co
Montana
$243K – – –
NGA
215
Naples Global Advisors
Florida
$240K -$14.8K -320 -6%
SWA
216
Stratos Wealth Advisors
Ohio
$240K -$11.3K -244 -4%
BCM
217
BTC Capital Management
Iowa
$237K – – –
DJSG
218
D.J. St. Germain
Massachusetts
$233K +$7.11K +154 +3%
Deutsche Bank
219
Deutsche Bank
Germany
$224K +$209K +4,527 +1,424%
WCG
220
Weaver Consulting Group
California
$215K -$110K -2,386 -34%
BCA
221
Bay Colony Advisors
Massachusetts
$214K +$22.8K +492 +12%
SHGA
222
Sand Hill Global Advisors
California
$212K – – –
PWM
223
PBMares Wealth Management
Virginia
$212K +$212K +4,599 New
WCM
224
Windham Capital Management
Massachusetts
$208K – – –
NFG
225
Next Financial Group
Texas
$207K +$174K +3,758 +523%
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