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iShares Core S&P US Value ETF
IUSV

Overview Fund Activity

415 hedge funds and large institutions have $7.63B invested in iShares Core S&P US Value ETF in 2021 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 181 increasing their positions, 91 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
415
Holders Change
+15
Holders Change %
+3.75%
% of All Funds
7.25%
Holding in Top 10
29
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+16%
% of All Funds
0.51%
New
47
Increased
181
Reduced
91
Closed
25
Calls
$445K
Puts
–
Net Calls
+$445K
Net Calls Change
+$445K

Top Buyers

1
Franklin Resources
1
Franklin Resources
California
$238M
2
Bank of America
2
Bank of America
North Carolina
$3.3B
3
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$358M
4
LPL Financial
4
LPL Financial
California
$744M
5
S
5
SignatureFD
Georgia
$108M

Top Sellers

1
BL
1
Balentine LLC
Georgia
$289K
2
Neuberger Berman Group
2
Neuberger Berman Group
New York
$0
3
PPA
3
Parametric Portfolio Associates
Washington
$458K
4
Charles Schwab
4
Charles Schwab
California
$64.5M
5
FP
5
Financial Perspectives
Minnesota
$102K
Name Holding Trade Value Shares
Change 		Shares
Change %
CAM
226
Cresset Asset Management
Illinois
$565K – – –
BPA
227
Beacon Pointe Advisors
California
$560K -$19.1K -265 -3%
Bank of Montreal
228
Bank of Montreal
Ontario, Canada
$553K +$499K +6,949 +927%
Citadel Advisors
229
Citadel Advisors
Florida
$548K +$548K +7,620 New
RFN
230
RDA Financial Network
Iowa
$541K +$541K +7,520 New
WT
231
Whittier Trust
California
$530K – – –
KL
232
KWMG LLC
Kansas
$515K – – –
GIA
233
Gladstone Institutional Advisory
Florida
$513K +$117K +1,630 +30%
UWPG
234
Ullmann Wealth Partners Group
Florida
$505K +$144 +2 +0%
VAM
235
Verity Asset Management
North Carolina
$505K +$52.1K +723 +11%
CL
236
CIM LLC
New York
$500K -$21K -287 -4%
Northern Trust
237
Northern Trust
Illinois
$490K – – –
APG
238
Abacus Planning Group
South Carolina
$485K – – –
LNC
239
Lincoln National Corp
Pennsylvania
$478K +$164K +2,278 +52%
CCMD
240
Cypress Capital Management (Delaware)
Delaware
$476K – – –
SAS
241
Sanford Advisory Services
Michigan
$461K – – –
CAM
242
Cozad Asset Management
Illinois
$459K – – –
LFAS
243
Level Four Advisory Services
Texas
$459K +$64.1K +891 +16%
PPA
244
Parametric Portfolio Associates
Washington
$458K -$8.82M -122,658 -95%
BFG
245
Barber Financial Group
Kansas
$454K +$454K +6,309 New
CS
246
Comerica Securities
Michigan
$451K +$149K +2,062 +49%
SPIA
247
Steward Partners Investment Advisory
New York
$448K +$67.1K +932 +18%
SFC
248
SYM Financial Corp
Indiana
$445K – – –
V
249
Veritable
Delaware
$440K +$5.26K +73 +1%
GJIC
250
Gamble Jones Investment Counsel
California
$438K +$15.5K +215 +4%
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