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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 %
TCM
376
Tradewinds Capital Management
Washington
$15K – – –
BCWM
377
Bartlett & Co Wealth Management
Ohio
$14.4K – – –
BC
378
Bartlett & Co
Ohio
$14K – – –
PWP
379
Personal Wealth Partners
Minnesota
$14K +$14K +200 New
Fifth Third Bancorp
380
Fifth Third Bancorp
Ohio
$13K -$8.4K -117 -39%
PCA
381
Providence Capital Advisors
North Carolina
$13K – – –
AA
382
Ancora Advisors
Ohio
$13K +$1.42K +20 +12%
AIM
383
Anchor Investment Management
South Carolina
$13K – – –
LFG
384
Larson Financial Group
Missouri
$12K – – –
GI
385
Gradient Investments
Minnesota
$11K – – –
LDFR
386
Lehman & Derafelo Financial Resources
Pennsylvania
$11K – – –
LIA
387
LS Investment Advisors
Michigan
$11K +$11K +158 New
TCOV
388
Trust Company of Vermont
Vermont
$10K – – –
CTB
389
Country Trust Bank
Illinois
$10K – – –
WTC
390
WhitTier Trust Company
Nevada
$8K – – –
TRCT
391
Tower Research Capital (TRC)
New York
$8K +$8K +113 New
FFA
392
Freedman Financial Associates
Massachusetts
$7K – – –
JCM
393
Jacobi Capital Management
Pennsylvania
$7K – – –
WQ
394
Wealth Quarterback
New Jersey
$7K +$7K +87 New
MIM
395
MTM Investment Management
South Carolina
$6K -$4.08K -53 -40%
JFGIW
396
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$6K – – –
TC
397
Trust Company
Kansas
$5K – – –
CIA
398
Choate Investment Advisors
Massachusetts
$5K +$5K +71 New
CAAS
399
Capital Asset Advisory Services
Michigan
$4K -$2.28K -33 -36%
FMP
400
Financial Management Professionals
Texas
$4K – – –
14 15
16
17 18