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iShares Core S&P US Value ETF
IUSV

Overview Fund Activity

307 hedge funds and large institutions have $4.96B invested in iShares Core S&P US Value ETF in 2020 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 108 increasing their positions, 102 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
307
Holders Change
-9
Holders Change %
-2.85%
% of All Funds
6.21%
Holding in Top 10
18
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+20%
% of All Funds
0.36%
New
34
Increased
108
Reduced
102
Closed
40
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$123M
2
SRA
Summit Rock Advisors
New York
+$92.6M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$85.1M
4
AL
Aspiriant LLC
California
+$48.8M
5
BL
Balentine LLC
Georgia
+$28.4M

Top Sellers

1
MIA
MainStreet Investment Advisors
Illinois
-$19.3M
2
OMC
Old Mission Capital
Illinois
-$11.9M
3
Charles Schwab
Charles Schwab
California
-$9.39M
4
USAA
United Services Automobile Association
Texas
-$8.16M
5
PBF
Petix & Botte Financial
California
-$5.15M
Name Holding Trade Value Shares
Change 		Shares
Change %
GJIC
201
Gamble Jones Investment Counsel
California
$283K -$15.4K -283 -5%
SCM
202
SOL Capital Management
Maryland
$279K – – –
BCM
203
BTC Capital Management
Iowa
$279K – – –
EIP
204
Ellis Investment Partners
Pennsylvania
$278K +$4.01K +74 +1%
CWC
205
Carolinas Wealth Consulting
North Carolina
$275K -$97.6K -1,800 -26%
DJSG
206
D.J. St. Germain
Massachusetts
$274K – – –
BEI
207
Benjamin Edwards Inc
Missouri
$274K +$34.9K +644 +15%
IA
208
IFP Advisors
Florida
$272K -$115K -2,114 -30%
NGA
209
Naples Global Advisors
Florida
$270K +$11.4K +210 +4%
GP
210
Geneva Partners
Wisconsin
$256K -$334K -6,142 -57%
V
211
Veritable
Delaware
$248K -$224K -4,127 -47%
MAFM
212
Mid Atlantic Financial Management
Pennsylvania
$247K -$39.9K -682 -14%
PWM
213
PBMares Wealth Management
Virginia
$247K +$247K +4,554 New
FDCDDQ
214
Federation des caisses Desjardins du Quebec
Quebec, Canada
$246K -$69.8K -1,285 -22%
SF
215
Symphony Financial
Texas
$245K +$245K +4,514 New
VCA
216
Verdence Capital Advisors
Maryland
$244K -$50.8K -937 -17%
WCM
217
Windham Capital Management
Massachusetts
$244K – – –
PP
218
Patten & Patten
Tennessee
$241K – – –
CAM
219
Cresset Asset Management
Illinois
$241K +$241K +4,449 New
SWA
220
Stratos Wealth Advisors
Ohio
$234K +$217 +4 +0.1%
SC
221
Savant Capital
Illinois
$234K +$979 +18 +0.4%
GIA
222
Gladstone Institutional Advisory
Florida
$229K -$7.75K -143 -3%
FRA
223
Front Row Advisors
California
$224K – – –
GPA
224
Guidance Point Advisors
Massachusetts
$222K +$222K +4,103 New
MA
225
Mutual Advisors
Nebraska
$220K -$2.55K -47 -1%
7 8
9
10 11