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.

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 %
EWA
51
ERTS Wealth Advisors
Michigan
$10.1M +$1.69M +24,511 +20%
GSIS
52
Global Strategic Investment Solutions
Arizona
$9.6M – – –
LFS
53
Lutz Financial Services
Nebraska
$9.44M +$210K +3,045 +2%
SW
54
SkyOak Wealth
Michigan
$9.38M -$2.11M -29,571 -18%
CFD
55
Creative Financial Designs
Indiana
$9.26M +$1.57M +22,788 +20%
Northwestern Mutual Wealth Management
56
Northwestern Mutual Wealth Management
Wisconsin
$9.24M +$1.39M +20,211 +18%
PAG
57
Private Advisor Group
New Jersey
$9.05M -$263K -3,810 -3%
HPA
58
High Probability Advisors
New York
$9.02M +$888K +12,891 +11%
PPA
59
Parametric Portfolio Associates
Washington
$8.89M +$8.89M +129,026 New
Truist Financial
60
Truist Financial
North Carolina
$8.73M +$4.6M +66,814 +111%
CAN
61
Cetera Advisor Networks
California
$8.69M +$131K +1,905 +2%
US Bancorp
62
US Bancorp
Minnesota
$8.3M -$685K -9,944 -8%
TIM
63
Tortoise Investment Management
New York
$8.24M +$1.14M +16,603 +16%
HR
64
Howe & Rusling
New York
$8.01M +$562K +8,156 +8%
IWC
65
Integrated Wealth Concepts
Massachusetts
$7.92M +$296K +4,294 +4%
Stifel Financial
66
Stifel Financial
Missouri
$7.83M +$2.68M +38,874 +52%
AWM
67
AE Wealth Management
Kansas
$7.62M -$201K -2,912 -3%
DCM
68
Disciplina Capital Management
Tennessee
$7.57M +$205K +2,973 +3%
FM
69
Family Management
New York
$7.55M +$3.01M +43,664 +66%
CAC
70
Certified Advisory Corp
Florida
$7.46M +$7.46M +108,289 New
PBF
71
Petix & Botte Financial
California
$7.35M +$255K +3,696 +4%
IWM
72
IHT Wealth Management
Illinois
$7.05M +$769K +11,158 +12%
EWM
73
Endurance Wealth Management
Rhode Island
$6.61M +$1.14M +16,600 +21%
CAPTRUST Financial Advisors
74
CAPTRUST Financial Advisors
North Carolina
$6.29M +$4.71M +68,422 +300%
SF
75
Symphony Financial
Texas
$6.21M +$4.2M +46,516 +209%
1 2
3
4 5