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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
1
SignatureFD
Georgia
$56.3M
2
BL
2
Balentine LLC
Georgia
$60.7M
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$55M
4
Morgan Stanley
4
Morgan Stanley
New York
$448M
5
LPL Financial
5
LPL Financial
California
$663M

Top Sellers

1
CIM
1
Confluence Investment Management
Missouri
$0
2
BlackRock
2
BlackRock
New York
$46.9M
3
USAA
3
United Services Automobile Association
Texas
$0
4
SS
4
Simplicity Solutions
Minnesota
$0
5
Ameriprise
5
Ameriprise
Minnesota
$27.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
SSB
26
Sandy Spring Bank
Maryland
$30.2M -$4.72M -68,558 -14%
JPMPWA
27
J.P. Morgan Private Wealth Advisors
California
$28.8M -$222K -3,215 -0.8%
UCFA
28
United Capital Financial Advisors
Texas
$27.5M -$184K -2,664 -0.7%
Ameriprise
29
Ameriprise
Minnesota
$27.5M -$5.04M -73,197 -15%
CG
30
Colony Group
Massachusetts
$25.3M +$1.03M +14,924 +4%
AF
31
Allworth Financial
California
$25.3M +$1.1M +16,018 +5%
JPMorgan Chase & Co
32
JPMorgan Chase & Co
New York
$22M +$5.09M +73,942 +30%
Osaic Holdings
33
Osaic Holdings
Arizona
$21.5M +$1.44M +20,840 +7%
HFS
34
Hantz Financial Services
Michigan
$20.2M +$333K +4,830 +2%
Wealth Enhancement Advisory Services
35
Wealth Enhancement Advisory Services
Minnesota
$18.7M +$3.34M +47,791 +22%
WWM
36
Windsor Wealth Management
Indiana
$18M +$1.23M +17,840 +7%
TAIM
37
TD Ameritrade Investment Management
Nebraska
$17.9M – – –
PSUF
38
People's United Financial
Connecticut
$16.8M -$406K -5,889 -2%
RJA
39
Raymond James & Associates
Florida
$16.3M +$1.1M +16,006 +7%
VC
40
Veracity Capital
Georgia
$15.6M +$3.93M +57,096 +34%
Neuberger Berman Group
41
Neuberger Berman Group
New York
$15.4M +$15.4M +222,832 New
AAS
42
Avantax Advisory Services
Texas
$14.7M +$7.73M +112,081 +112%
Baird Financial Group
43
Baird Financial Group
Wisconsin
$14.6M +$187K +2,713 +1%
IWMWV
44
Ironwood Wealth Management (West Virginia)
West Virginia
$13.7M +$13.7M +199,126 New
WAOI
45
Wealth Advisors of Iowa
Iowa
$13.5M +$325K +4,724 +2%
FWM
46
ForthRight Wealth Management
Georgia
$13M -$353K -5,125 -3%
KAS
47
Kestra Advisory Services
Texas
$13M -$375K -5,449 -3%
IAN
48
Integrated Advisors Network
Texas
$12.9M +$9.14M +132,650 +242%
CWP
49
Corepath Wealth Partners
Arizona
$11.8M +$1.56M +22,269 +15%
KOMWMG
50
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$10.8M +$4.49M +65,121 +71%
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