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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 %
Bank of America
1
Bank of America
North Carolina
$2.31B +$154M +2,445,357 +7%
LPL Financial
2
LPL Financial
California
$722M +$26M +412,027 +4%
Morgan Stanley
3
Morgan Stanley
New York
$200M +$20.2M +321,026 +11%
BL
4
Balentine LLC
Georgia
$168M +$1.99M +31,576 +1%
USAA
5
United Services Automobile Association
Texas
$89.1M +$6.46M +102,706 +8%
UBS Group
6
UBS Group
Switzerland
$88.8M +$6.56M +104,054 +8%
BlackRock
7
BlackRock
New York
$80M +$17.4M +276,751 +28%
Jones Financial Companies
8
Jones Financial Companies
Missouri
$69.5M -$5.16M -81,806 -7%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$60.8M -$68.4M -1,085,738 -53%
Thrivent Financial for Lutherans
10
Thrivent Financial for Lutherans
Minnesota
$59.6M +$28.3M +448,565 +90%
SRA
11
Summit Rock Advisors
New York
$57.8M +$57.8M +917,728 New
AL
12
Aspiriant LLC
California
$56.3M +$83.1K +1,319 +0.1%
PPA
13
Parametric Portfolio Associates
Washington
$43.7M -$574K -9,110 -1%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$42M +$8.82M +139,954 +27%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$39.9M +$147K +2,333 +0.4%
HighTower Advisors
16
HighTower Advisors
Illinois
$39.6M +$1.6M +25,344 +4%
FDCC
17
Foster Dykema Cabot & Co
Massachusetts
$35.1M +$35.1M +556,351 New
PNC Financial Services Group
18
PNC Financial Services Group
Pennsylvania
$34M -$74.8M -1,187,718 -69%
Wells Fargo
19
Wells Fargo
California
$31.7M +$9.82M +155,751 +45%
Goldman Sachs
20
Goldman Sachs
New York
$28.1M +$3.04M +48,316 +12%
Ameriprise
21
Ameriprise
Minnesota
$27.7M +$776K +12,299 +3%
William Blair & Company
22
William Blair & Company
Illinois
$25.9M +$792K +12,569 +3%
EWA
23
ERTS Wealth Advisors
Michigan
$23.8M +$5.54M +87,967 +30%
SSB
24
Sandy Spring Bank
Maryland
$23.4M +$1.02M +16,195 +5%
TVAMP
25
Tennessee Valley Asset Management Partners
Tennessee
$21.2M -$2.79M -44,263 -12%
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