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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 %
MIM
376
MTM Investment Management
South Carolina
$9K +$9K +131 New
CTB
377
Country Trust Bank
Illinois
$9K +$9K +134 New
WTC
378
WhitTier Trust Company
Nevada
$8K – – –
JCM
379
Jacobi Capital Management
Pennsylvania
$7K – – –
VFA
380
Valeo Financial Advisors
Indiana
$7K – – –
FFA
381
Freedman Financial Associates
Massachusetts
$7K – – –
CAAS
382
Capital Asset Advisory Services
Michigan
$6K +$2.18K +33 +57%
JFGIW
383
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$5K +$5K +78 New
KFS
384
Kelly Financial Services
Massachusetts
$4.59K +$68 +1 +2%
JFA
385
JNBA Financial Advisors
Minnesota
$4K – – –
TC
386
Trust Company
Kansas
$4K – – –
PC
387
Permanens Capital
New York
$4K – – –
FMP
388
Financial Management Professionals
Texas
$4K +$4K +54 New
AIC
389
Archer Investment Corporation
Indiana
$3.1K – – –
MAM
390
Meeder Asset Management
Ohio
$3K +$2.32K +34 +340%
WFA
391
West Financial Advisors
Iowa
$3K +$3K +40 New
CWP
392
Concord Wealth Partners
Virginia
$2K -$137K -2,255 -99%
LWM
393
Liberty Wealth Management
California
$2K – – –
VNA
394
Valley National Advisers
Pennsylvania
$2K – – –
TAM
395
Tucker Asset Management
Colorado
$1.72K – – –
FP
396
Fiduciary Planning
Florida
$1K +$77 +1 +8%
BMD
397
Better Money Decisions
New Mexico
$1K +$1K +14 New
BBHC
398
Brown Brothers Harriman & Co
New York
$41 – – –
SWM
399
Sugarloaf Wealth Management
Georgia
$15 +$13 +1,843 +616%
CIM
400
Confluence Investment Management
Missouri
– -$20.7M -333,591 Closed
14 15
16
17 18