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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 %
WS
201
Wedbush Securities
California
$323K +$9.94K +190 +3%
RBC
202
Roble Belko & Company
Pennsylvania
$306K – – –
CFD
203
Creative Financial Designs
Indiana
$306K +$306K +5,855 New
FDCDDQ
204
Federation des caisses Desjardins du Quebec
Quebec, Canada
$304K -$128K -2,444 -30%
MWC
205
MKD Wealth Coaches
Michigan
$303K -$412K -7,871 -58%
NA
206
NewEdge Advisors
Louisiana
$301K +$301K +5,754 New
PA
207
PFG Advisors
Arizona
$300K +$87.1K +1,659 +41%
ZIG
208
Zuckerman Investment Group
Illinois
$299K +$299K +5,724 New
TFA
209
Teamwork Financial Advisors
Texas
$297K +$297K +5,680 New
AWE
210
Avidian Wealth Enterprises
Texas
$293K +$1.04K +20 +0.4%
GJIC
211
Gamble Jones Investment Counsel
California
$287K -$1.31K -25 -0.5%
VCA
212
Verdence Capital Advisors
Maryland
$284K +$1.62K +31 +0.6%
M&T Bank
213
M&T Bank
New York
$276K -$62.5K -1,196 -18%
DADC
214
D.A. Davidson & Co
Montana
$275K – – –
ClearBridge Investments
215
ClearBridge Investments
New York
$272K -$485K -9,296 -64%
SCM
216
SOL Capital Management
Maryland
$268K -$256K -4,900 -49%
BCM
217
BTC Capital Management
Iowa
$268K – – –
DJSG
218
D.J. St. Germain
Massachusetts
$263K – – –
EIP
219
Ellis Investment Partners
Pennsylvania
$263K +$21.5K +414 +9%
EIA
220
Eldridge Investment Advisors
New Hampshire
$260K +$260K +4,976 New
MAFM
221
Mid Atlantic Financial Management
Pennsylvania
$256K +$256K +4,904 New
Prudential Financial
222
Prudential Financial
New Jersey
$252K +$252K +4,823 New
MCP
223
Mirador Capital Partners
California
$249K -$56.2K -1,075 -18%
NGA
224
Naples Global Advisors
Florida
$248K -$22.8K -437 -8%
BPA
225
Beacon Pointe Advisors
California
$247K -$154K -2,957 -38%
7 8
9
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