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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
1
Franklin Resources
California
$238M
2
Bank of America
2
Bank of America
North Carolina
$3.3B
3
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$358M
4
LPL Financial
4
LPL Financial
California
$744M
5
S
5
SignatureFD
Georgia
$108M

Top Sellers

1
BL
1
Balentine LLC
Georgia
$289K
2
Neuberger Berman Group
2
Neuberger Berman Group
New York
$0
3
PPA
3
Parametric Portfolio Associates
Washington
$458K
4
Charles Schwab
4
Charles Schwab
California
$64.5M
5
FP
5
Financial Perspectives
Minnesota
$102K
Name Holding Trade Value Shares
Change 		Shares
Change %
HighTower Advisors
26
HighTower Advisors
Illinois
$32.8M +$136K +1,891 +0.4%
SSB
27
Sandy Spring Bank
Maryland
$32.2M +$680K +9,451 +2%
UCFA
28
United Capital Financial Advisors
Texas
$27.3M -$1.48M -20,548 -5%
CG
29
Colony Group
Massachusetts
$26.9M +$418K +5,806 +2%
AF
30
Allworth Financial
California
$26.6M +$147K +2,043 +0.6%
Osaic Holdings
31
Osaic Holdings
Arizona
$25.2M +$2.73M +37,978 +12%
Ameriprise
32
Ameriprise
Minnesota
$22.4M -$6.37M -88,503 -22%
Wealth Enhancement Advisory Services
33
Wealth Enhancement Advisory Services
Minnesota
$22.1M +$2.8M +38,925 +15%
HFS
34
Hantz Financial Services
Michigan
$21.4M +$259K +3,601 +1%
WWM
35
Windsor Wealth Management
Indiana
$21.2M +$2.37M +32,922 +13%
JPMorgan Chase & Co
36
JPMorgan Chase & Co
New York
$20.8M -$2.15M -29,872 -9%
TAIM
37
TD Ameritrade Investment Management
Nebraska
$18.7M -$2.04M -28,295 -10%
AAS
38
Avantax Advisory Services
Texas
$17.6M +$2.27M +31,534 +15%
RJA
39
Raymond James & Associates
Florida
$17.5M +$506K +7,032 +3%
PSUF
40
People's United Financial
Connecticut
$17.5M -$50.4K -700 -0.3%
MML Investors Services
41
MML Investors Services
Massachusetts
$17.3M +$10.9M +151,851 +171%
Baird Financial Group
42
Baird Financial Group
Wisconsin
$15.5M +$235K +3,260 +2%
EWA
43
ERTS Wealth Advisors
Michigan
$15M +$4.46M +61,981 +42%
WAOI
44
Wealth Advisors of Iowa
Iowa
$14.7M +$651K +9,052 +5%
KAS
45
Kestra Advisory Services
Texas
$14.5M +$987K +13,710 +7%
IWMWV
46
Ironwood Wealth Management (West Virginia)
West Virginia
$14.4M +$120K +1,672 +0.8%
KOMWMG
47
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$14.3M +$3.03M +42,158 +27%
FWM
48
ForthRight Wealth Management
Georgia
$13.8M +$205K +2,844 +2%
CWP
49
Corepath Wealth Partners
Arizona
$13.5M +$1.14M +15,586 +9%
CFD
50
Creative Financial Designs
Indiana
$11.3M +$1.68M +23,388 +17%
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