IUSV icon

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 %
USAA
401
United Services Automobile Association
Texas
– -$8.16M -132,730 Closed
SS
402
Simplicity Solutions
Minnesota
– -$6.29M -101,069 Closed
DIA
403
Dean Investment Associates
Ohio
– -$2.01M -32,295 Closed
GLA
404
Good Life Advisors
Pennsylvania
– -$1.9M -30,531 Closed
RIA
405
Regal Investment Advisors
Michigan
– -$1.63M -26,125 Closed
SCM
406
Snow Capital Management
Pennsylvania
– -$1.27M -20,469 Closed
M&T Bank
407
M&T Bank
New York
– -$953K -15,336 Closed
MCA
408
Magnolia Capital Advisors
Mississippi
– -$927K -14,899 Closed
ClearBridge Investments
409
ClearBridge Investments
New York
– -$653K -10,500 Closed
SCP
410
Syntal Capital Partners
Texas
– -$608 -9,791 Closed
Renaissance Technologies
411
Renaissance Technologies
New York
– -$410K -6,600 Closed
Nuveen Asset Management
412
Nuveen Asset Management
Illinois
– -$392K -6,302 Closed
HA
413
Heartland Advisors
Wisconsin
– -$347K -5,577 Closed
OAM
414
Oppenheimer Asset Management
New York
– -$302K -4,861 Closed
PFWA
415
Paces Ferry Wealth Advisors
Georgia
– -$268K -4,305 Closed
EWA
416
Encompass Wealth Advisors
Oregon
– -$243K -3,909 Closed
CFA
417
CWS Financial Advisors
Michigan
– -$220K -3,538 Closed
CYG
418
Clean Yield Group
Vermont
– -$174K -2,794 Closed
GWM
419
Greenhouse Wealth Management
Connecticut
– -$156K -2,501 Closed
PMFA
420
Plante Moran Financial Advisors
Michigan
– -$125K -2,005 Closed
PWM
421
Perigon Wealth Management
California
– -$66K -1,057 Closed
FCH
422
Freestone Capital Holdings
Washington
– -$56K -900 Closed
ZB
423
Zions Bancorporation
Utah
– -$26K -414 Closed
CIAS
424
Capital Investment Advisory Services
North Carolina
– -$25K -395 Closed
TRCT
425
Tower Research Capital (TRC)
New York
– -$15K -248 Closed
14 15 16
17
18