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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 %
Bank of America
1
Bank of America
North Carolina
$2.02B -$10M -192,267 -0.5%
LPL Financial
2
LPL Financial
California
$622M +$3.37M +64,548 +0.5%
Morgan Stanley
3
Morgan Stanley
New York
$243M +$1.53M +29,350 +0.6%
BL
4
Balentine LLC
Georgia
$108M -$66.4M -1,270,867 -38%
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$72.3M – – –
Charles Schwab
6
Charles Schwab
California
$71.5M +$71.5M +1,369,695 New
AL
7
Aspiriant LLC
California
$59.7M +$7.55M +144,590 +14%
UBS Group
8
UBS Group
Switzerland
$57.3M +$11.1M +212,203 +24%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$56.6M +$2.97M +56,932 +6%
Jones Financial Companies
10
Jones Financial Companies
Missouri
$56.2M -$1.62M -31,949 -3%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$36M +$17.8M +340,321 +98%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$35.7M +$1.64M +31,323 +5%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$35.6M +$1.89M +36,126 +6%
BlackRock
14
BlackRock
New York
$33.2M -$20.5M -392,714 -38%
PPA
15
Parametric Portfolio Associates
Washington
$32.8M -$37.7M -721,081 -53%
Goldman Sachs
16
Goldman Sachs
New York
$31.5M +$1.65M +31,556 +6%
PNC Financial Services Group
17
PNC Financial Services Group
Pennsylvania
$27.5M +$389K +7,443 +1%
SSB
18
Sandy Spring Bank
Maryland
$25.3M +$3.54M +67,820 +16%
William Blair & Company
19
William Blair & Company
Illinois
$24.2M -$755K -14,456 -3%
HighTower Advisors
20
HighTower Advisors
Illinois
$22.3M -$1.85M -35,436 -8%
Wells Fargo
21
Wells Fargo
California
$20M +$843K +16,139 +4%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$19.5M -$1.19M -22,861 -6%
UCFA
23
United Capital Financial Advisors
Texas
$19.3M +$2M +38,327 +12%
BFEC
24
Benjamin F. Edwards & Company
Missouri
$19.1M +$2.58M +49,306 +16%
MIA
25
MainStreet Investment Advisors
Illinois
$18.9M +$18.9M +361,049 New
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