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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 %
CIAS
301
Capital Investment Advisory Services
North Carolina
$234K +$234K +3,245 New
PA
302
Pinnacle Associates
New York
$227K – – –
NAS
303
Nicolet Advisory Services
Wisconsin
$227K – – –
VWA
304
V Wealth Advisors
Kansas
$226K +$226K +3,126 New
SC
305
Savant Capital
Illinois
$222K -$99.6K -1,384 -31%
SWM
306
SeaCrest Wealth Management
New York
$216K -$8.42K -117 -4%
OIA
307
Optimum Investment Advisors
Illinois
$216K – – –
DLCIG
308
D.L. Carlson Investment Group
New Hampshire
$213K -$50.3K -699 -19%
KW
309
KWB Wealth
California
$211K – – –
KF
310
Krilogy Financial
Missouri
$211K +$72 +1 +0%
FHB
311
First Hawaiian Bank
Hawaii
$210K -$9.98K -139 -5%
WCG
312
Weaver Consulting Group
California
$209K +$209K +2,900 New
GG
313
GenWealth Group
New Jersey
$204K +$204K +2,836 New
WCAMG
314
Woodard & Company Asset Management Group
North Carolina
$201K – – –
CYG
315
Clean Yield Group
Vermont
$201K +$201K +2,794 New
AIC
316
Ameritas Investment Company
Nebraska
$200K +$180K +1,763 +882%
CFB
317
Cullen/Frost Bankers
Texas
$171K – – –
FDCDDQ
318
Federation des caisses Desjardins du Quebec
Quebec, Canada
$166K -$38.4K -534 -19%
TI
319
tru Independence
Oregon
$156K -$2.48M -34,546 -94%
FWM
320
FFT Wealth Management
Pennsylvania
$147K +$147K +2,047 New
BWA
321
BDO Wealth Advisors
Florida
$144K -$5.89K -82 -4%
MA
322
MCF Advisors
Kentucky
$144K – – –
PFGIA
323
Patriot Financial Group Insurance Agency
Massachusetts
$142K -$221K -3,065 -61%
HI
324
Harbour Investments
Wisconsin
$142K +$10.5K +145 +8%
EW
325
Element Wealth
Mississippi
$135K +$19.5K +272 +17%
11 12
13
14 15