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

Top Sellers

1
BL
Balentine LLC
Georgia
$289K
2
Neuberger Berman Group
Neuberger Berman Group
New York
$0
3
PPA
Parametric Portfolio Associates
Washington
$458K
4
Charles Schwab
Charles Schwab
California
$64.5M
5
FP
Financial Perspectives
Minnesota
$102K
Name Holding Trade Value Shares
Change 		Shares
Change %
FFC
326
First Financial Corp
Indiana
$127K – – –
FPW
327
Flagship Private Wealth
Massachusetts
$127K +$36.3K +505 +40%
LWP
328
Laurel Wealth Planning
Minnesota
$125K -$43.6K -605 -26%
TFGT
329
TS Financial Group (TSFG)
Illinois
$125K +$89.1K +1,242 +248%
Bank Julius Baer & Co
330
Bank Julius Baer & Co
Switzerland
$121K +$72 +1 +0.1%
AWM
331
Avior Wealth Management
Nebraska
$116K +$358 +5 +0.3%
Barclays
332
Barclays
United Kingdom
$112K +$112K +1,561 New
CA
333
Clearstead Advisors
Ohio
$107K – – –
FP
334
Financial Perspectives
Minnesota
$102K -$6.94M -96,380 -99%
Simplex Trading
335
Simplex Trading
Illinois
$96K +$96K +1,346 New
ADL
336
Asset Dedication LLC
California
$93K – – –
MMG
337
Monetary Management Group
Missouri
$92K – – –
FHC
338
First Horizon Corporation
Tennessee
$88K – – –
IF
339
Ironwood Financial
Arizona
$74K – – –
AWA
340
Arkadios Wealth Advisors
Georgia
$74K +$14.3K +200 +24%
PGWM
341
Parisi Gray Wealth Management
New Jersey
$67K +$67K +925 New
KFS
342
Kelly Financial Services
Massachusetts
$67K +$66.1K +4,740 +7,075%
HFA
343
Hoover Financial Advisors
Pennsylvania
$66K – – –
CIA
344
Cascade Investment Advisors
Oregon
$64.8K – – –
RFA
345
Reilly Financial Advisors
California
$60K +$8.8K +122 +17%
FFA
346
Founders Financial Alliance
North Carolina
$56K – – –
CP
347
Castleview Partners
Texas
$56K +$56K +778 New
SMA
348
Sage Mountain Advisors
Georgia
$55K +$11.5K +159 +26%
TC
349
Truvestments Capital
Florida
$54K – – –
SB
350
Strategic Blueprint
Georgia
$50K +$50K +690 New
12 13
14
15 16