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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 %
BWM
351
Baystate Wealth Management
Massachusetts
$28K – – –
EWM
352
Edge Wealth Management
New York
$28K – – –
BAMG
353
Brand Asset Management Group
Missouri
$27K – – –
LWA
354
Lenox Wealth Advisors
New York
$27K – – –
JPLA
355
Joseph P. Lucia & Associates
New York
$27K – – –
CFFP
356
Center for Financial Planning
Michigan
$25K +$25K +367 New
GLLW
357
Graves Light Lenhart Wealth
Virginia
$24K – – –
AWM
358
Accel Wealth Management
Iowa
$24K – – –
TFS
359
TrustCore Financial Services
Tennessee
$21K – – –
Fifth Third Bancorp
360
Fifth Third Bancorp
Ohio
$21K +$8.25K +117 +65%
Bessemer Group
361
Bessemer Group
New Jersey
$19K – – –
DOA
362
D'Orazio & Associates
Virginia
$19K – – –
DAM
363
Delta Asset Management
Tennessee
$17K -$54.4K -800 -76%
HIA
364
Harbor Investment Advisory
Maryland
$15K -$69 -1 -0.5%
BC
365
Bartlett & Co
Ohio
$14K +$8.75K +125 +167%
TCM
366
Tradewinds Capital Management
Washington
$14K +$14K +205 New
BCWM
367
Bartlett & Co Wealth Management
Ohio
$13.8K +$8.61K +125 +167%
AIC
368
Ameritas Investment Company
Nebraska
$13.8K +$13.8K +200 New
AIM
369
Anchor Investment Management
South Carolina
$12.4K – – –
PCA
370
Providence Capital Advisors
North Carolina
$12K – – –
LFG
371
Larson Financial Group
Missouri
$12K – – –
GI
372
Gradient Investments
Minnesota
$11K -$72.5K -1,008 -87%
AA
373
Ancora Advisors
Ohio
$11K +$11K +163 New
LDFR
374
Lehman & Derafelo Financial Resources
Pennsylvania
$10K – – –
TCOV
375
Trust Company of Vermont
Vermont
$10K – – –
13 14
15
16 17