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iShares Core S&P US Value ETF
IUSV

Overview Fund Activity

372 hedge funds and large institutions have $5.61B invested in iShares Core S&P US Value ETF in 2020 Q4 according to their latest regulatory filings, with 89 funds opening new positions, 120 increasing their positions, 97 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
372
Holders Change
+65
Holders Change %
+21.17%
% of All Funds
6.6%
Holding in Top 10
24
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+33.33%
% of All Funds
0.43%
New
89
Increased
120
Reduced
97
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$111M
2
Morgan Stanley
Morgan Stanley
New York
+$66M
3
SHGA
Sand Hill Global Advisors
California
+$50.9M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$28.6M
5
CIM
Confluence Investment Management
Missouri
+$19.8M

Top Sellers

1
LPL Financial
LPL Financial
California
-$190M
2
BL
Balentine LLC
Georgia
-$152M
3
SRA
Summit Rock Advisors
New York
-$60.9M
4
PPA
Parametric Portfolio Associates
Washington
-$53.5M
5
RAM
Riggs Asset Management
Pennsylvania
-$16.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
CL
201
CIM LLC
New York
$485K +$1.41K +22 +0.3%
WT
202
Whittier Trust
California
$458K – – –
NFG
203
Next Financial Group
Texas
$454K -$9.83K -158 -2%
FA
204
FDx Advisors
Illinois
$451K +$451K +7,248 New
KL
205
KWMG LLC
Kansas
$450K +$17.1K +275 +4%
WAP
206
Wealthcare Advisory Partners
Pennsylvania
$443K -$66.4K -1,066 -13%
ICP
207
Interchange Capital Partners
Pennsylvania
$441K +$441K +7,103 New
UWPG
208
Ullmann Wealth Partners Group
Florida
$436K +$186 +3 +0%
WCM
209
WealthBridge Capital Management
Ohio
$426K +$426K +6,856 New
CCMD
210
Cypress Capital Management (Delaware)
Delaware
$423K – – –
RJT
211
Raymond James Trust
Florida
$422K – – –
MP
212
McDonald Partners
Ohio
$420K +$420K +6,748 New
APG
213
Abacus Planning Group
South Carolina
$419K – – –
PWM
214
PBMares Wealth Management
Virginia
$410K +$127K +2,040 +45%
Renaissance Technologies
215
Renaissance Technologies
New York
$410K +$410K +6,600 New
IA
216
IFG Advisory
Georgia
$404K -$49.6K -798 -11%
CAM
217
Cozad Asset Management
Illinois
$396K – – –
BTWM
218
Baker Tilly Wealth Management
Wisconsin
$396K +$396K +6,366 New
BPA
219
Beacon Pointe Advisors
California
$393K +$41.7K +670 +12%
OWA
220
Octavia Wealth Advisors
Ohio
$393K +$393K +6,313 New
Nuveen Asset Management
221
Nuveen Asset Management
Illinois
$392K +$392K +6,302 New
TC
222
TAP Consulting
Missouri
$380K -$11.4K -183 -3%
BRWA
223
B. Riley Wealth Advisors
Florida
$379K -$47.2K -757 -11%
V
224
Veritable
Delaware
$375K +$90.9K +1,464 +32%
RTS
225
Round Table Services
New Jersey
$366K +$366K +5,878 New
7 8
9
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