IUSV icon

iShares Core S&P US Value ETF
IUSV

Overview Fund Activity

400 hedge funds and large institutions have $6.6B invested in iShares Core S&P US Value ETF in 2021 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 152 increasing their positions, 107 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
400
Holders Change
+28
Holders Change %
+7.53%
% of All Funds
7.04%
Holding in Top 10
25
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.17%
% of All Funds
0.44%
New
67
Increased
152
Reduced
107
Closed
34
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
S
SignatureFD
Georgia
$56.3M
2
BL
Balentine LLC
Georgia
$60.7M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$55M
4
Morgan Stanley
Morgan Stanley
New York
$448M
5
LPL Financial
LPL Financial
California
$663M

Top Sellers

1
CIM
Confluence Investment Management
Missouri
$0
2
BlackRock
BlackRock
New York
$46.9M
3
USAA
United Services Automobile Association
Texas
$0
4
SS
Simplicity Solutions
Minnesota
$0
5
Ameriprise
Ameriprise
Minnesota
$27.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
FANJ
276
Financial Architects (New Jersey)
New Jersey
$274K +$30.8K +448 +13%
BFC
277
Bedel Financial Consulting
Indiana
$273K -$1.04K -15 -0.4%
BCA
278
Bay Colony Advisors
Massachusetts
$273K +$26.2K +380 +11%
SIC
279
Samalin Investment Counsel
New York
$271K +$271K +3,938 New
SBSB
280
Sullivan, Bruyette, Speros & Blaney
Virginia
$269K +$269K +3,899 New
SC
281
Scotia Capital
Ontario, Canada
$266K -$21.5K -311 -7%
SSWM
282
Sheets Smith Wealth Management
North Carolina
$266K – – –
MAFM
283
Mid Atlantic Financial Management
Pennsylvania
$265K +$3.38K +49 +1%
BO
284
Bank OZK
Arkansas
$265K +$265K +3,845 New
BTWM
285
Baker Tilly Wealth Management
Wisconsin
$262K -$177K -2,565 -40%
EFS
286
Essex Financial Services
Connecticut
$261K +$261K +3,793 New
NGA
287
Naples Global Advisors
Florida
$260K -$60.2K -875 -19%
HWMA
288
Heritage Wealth Management (Arizona)
Arizona
$260K +$260K +3,776 New
GVAG
289
Great Valley Advisor Group
Delaware
$257K +$27.1K +393 +12%
PP
290
Patten & Patten
Tennessee
$255K – – –
RWP
291
Ridgecrest Wealth Partners
California
$255K +$255K +3,700 New
FRA
292
Front Row Advisors
California
$253K – – –
IIC
293
Integrated Investment Consultants
Michigan
$253K +$253K +3,674 New
NL
294
NWAM LLC
Washington
$252K -$1.73K -25 -0.7%
DLCIG
295
D.L. Carlson Investment Group
New Hampshire
$252K – – –
AP
296
Appleton Partners
Massachusetts
$248K -$10.3K -150 -4%
MA
297
Mutual Advisors
Nebraska
$246K -$43.8K -635 -15%
WP
298
WealthPLAN Partners
Nebraska
$242K -$5.2K -72 -2%
Millennium Management
299
Millennium Management
New York
$238K +$238K +3,459 New
MGAM
300
McGowan Group Asset Management
Texas
$236K +$1.17K +17 +0.5%
10 11
12
13 14