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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 %
JWCA
251
J.W. Cole Advisors
Florida
$437K +$34.5K +479 +9%
IA
252
IFP Advisors
Florida
$428K -$398K -5,523 -48%
RBC
253
Roble Belko & Company
Pennsylvania
$422K – – –
SC
254
Sierra Capital
Florida
$411K – – –
PWM
255
PBMares Wealth Management
Virginia
$409K -$36.7K -510 -8%
MP
256
McDonald Partners
Ohio
$390K -$95K -1,321 -20%
MWM
257
Modera Wealth Management
New Jersey
$384K – – –
VAS
258
Vestmark Advisory Solutions
Massachusetts
$377K +$64.3K +894 +21%
PO
259
Private Ocean
California
$372K +$72 +1 +0%
BCM
260
BTC Capital Management
Iowa
$370K – – –
SCM
261
SOL Capital Management
Maryland
$369K – – –
CWC
262
Carolinas Wealth Consulting
North Carolina
$365K – – –
SS
263
Sunbelt Securities
Texas
$355K +$16.8K +236 +5%
DJSG
264
D.J. St. Germain
Massachusetts
$352K – – –
EIP
265
Ellis Investment Partners
Pennsylvania
$345K +$718 +10 +0.2%
BEI
266
Benjamin Edwards Inc
Missouri
$336K -$16.7K -232 -5%
VCA
267
Verdence Capital Advisors
Maryland
$336K +$4.03K +56 +1%
OWA
268
Octavia Wealth Advisors
Ohio
$333K -$36.6K -509 -10%
EVM
269
Eaton Vance Management
Massachusetts
$331K +$41.5K +577 +14%
WCM
270
Windham Capital Management
Massachusetts
$324K – – –
BTWM
271
Baker Tilly Wealth Management
Wisconsin
$322K +$48.9K +680 +18%
CRI
272
Colonial River Investments
Virginia
$318K -$2.66K -37 -0.8%
FANJ
273
Financial Architects (New Jersey)
New Jersey
$314K +$27.4K +381 +10%
B
274
Bellecapital
Switzerland
$309K – – –
BL
275
Balentine LLC
Georgia
$289K -$63M -876,552 -100%
9 10
11
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