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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 %
BCA
276
Bay Colony Advisors
Massachusetts
$287K +$2.09K +29 +0.7%
PAS
277
Park Avenue Securities
New York
$287K +$287K +3,983 New
DADC
278
D.A. Davidson & Co
Montana
$286K – – –
BFC
279
Bedel Financial Consulting
Indiana
$286K +$1.37K +19 +0.5%
TC
280
TAP Consulting
Missouri
$281K -$133K -1,852 -32%
MIAS
281
Mason Investment Advisory Services
Virginia
$281K +$281K +3,899 New
SSWM
282
Sheets Smith Wealth Management
North Carolina
$279K +$721 +10 +0.3%
WP
283
WealthPLAN Partners
Nebraska
$279K +$31K +420 +13%
SC
284
Scotia Capital
Ontario, Canada
$277K – – –
BO
285
Bank OZK
Arkansas
$277K – – –
NGA
286
Naples Global Advisors
Florida
$272K – – –
CWP
287
Curated Wealth Partners
California
$270K +$270K +3,750 New
PP
288
Patten & Patten
Tennessee
$266K – – –
FRA
289
Front Row Advisors
California
$266K – – –
RWP
290
Ridgecrest Wealth Partners
California
$266K – – –
HWMA
291
Heritage Wealth Management (Arizona)
Arizona
$265K -$6.54K -91 -2%
NL
292
NWAM LLC
Washington
$265K +$1.8K +25 +0.7%
IIC
293
Integrated Investment Consultants
Michigan
$264K – – –
EFS
294
Essex Financial Services
Connecticut
$261K – – –
WWM
295
WJ Wealth Management
Arizona
$261K +$35.8K +497 +16%
AP
296
Appleton Partners
Massachusetts
$259K – – –
MGAM
297
McGowan Group Asset Management
Texas
$247K +$862 +12 +0.4%
PFA
298
Pinnacle Family Advisors
Missouri
$245K +$72 +1 +0%
FI
299
Financial Insights
Washington
$244K +$244K +339 New
MWM
300
Mission Wealth Management
California
$242K +$33.6K +468 +16%
10 11
12
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