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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 %
Bank of America
1
Bank of America
North Carolina
$2.22B +$123M +2,270,844 +6%
LPL Financial
2
LPL Financial
California
$664M +$17.3M +319,296 +3%
Morgan Stanley
3
Morgan Stanley
New York
$266M +$13.8M +253,574 +5%
Thrivent Financial for Lutherans
4
Thrivent Financial for Lutherans
Minnesota
$170M +$85.1M +1,567,165 +100%
BL
5
Balentine LLC
Georgia
$141M +$28.4M +523,450 +25%
AL
6
Aspiriant LLC
California
$111M +$48.8M +898,447 +79%
SRA
7
Summit Rock Advisors
New York
$92.6M +$92.6M +1,706,039 New
UBS Group
8
UBS Group
Switzerland
$68.8M +$9.24M +170,189 +16%
Charles Schwab
9
Charles Schwab
California
$65M -$9.39M -173,027 -13%
Jones Financial Companies
10
Jones Financial Companies
Missouri
$58.7M -$256K -4,812 -0.4%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$58.2M -$577K -10,634 -1%
PPA
12
Parametric Portfolio Associates
Washington
$53.5M +$19.3M +356,078 +57%
BlackRock
13
BlackRock
New York
$40.7M +$6.21M +114,338 +18%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$37.7M +$676K +12,445 +2%
Fidelity Investments
15
Fidelity Investments
Massachusetts
$36.2M -$1.25M -22,965 -3%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$36.1M -$945K -17,402 -3%
Goldman Sachs
17
Goldman Sachs
New York
$31.9M -$754K -13,887 -2%
SSB
18
Sandy Spring Bank
Maryland
$27.5M +$1.29M +23,784 +5%
PNC Financial Services Group
19
PNC Financial Services Group
Pennsylvania
$27.1M -$1.47M -26,991 -5%
William Blair & Company
20
William Blair & Company
Illinois
$25.1M -$58.4K -1,076 -0.2%
Ameriprise
21
Ameriprise
Minnesota
$24M +$7.08M +130,387 +42%
HighTower Advisors
22
HighTower Advisors
Illinois
$23.2M -$40.4K -744 -0.2%
BFEC
23
Benjamin F. Edwards & Company
Missouri
$22.2M +$2.4M +44,229 +12%
UCFA
24
United Capital Financial Advisors
Texas
$21.7M +$1.59M +29,240 +8%
Wells Fargo
25
Wells Fargo
California
$21.6M +$741K +13,640 +4%
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