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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 %
HPA
51
High Probability Advisors
New York
$11.2M +$1.77M +24,579 +19%
IAN
52
Integrated Advisors Network
Texas
$11M -$2.52M -35,089 -19%
MWP
53
Madison Wealth Partners
Wisconsin
$10.6M +$10.4M +144,324 +3,966%
GSIS
54
Global Strategic Investment Solutions
Arizona
$10M +$7.34K +102 +0.1%
Northwestern Mutual Wealth Management
55
Northwestern Mutual Wealth Management
Wisconsin
$10M +$368K +5,114 +4%
LFS
56
Lutz Financial Services
Nebraska
$9.69M -$176K -2,440 -2%
SW
57
SkyOak Wealth
Michigan
$9.66M +$189K +2,632 +2%
PAG
58
Private Advisor Group
New Jersey
$9.51M +$63.5K +882 +0.7%
VC
59
Veracity Capital
Georgia
$9.32M -$6.93M -96,314 -43%
CAN
60
Cetera Advisor Networks
California
$9.32M +$245K +3,410 +3%
Truist Financial
61
Truist Financial
North Carolina
$9.3M +$181K +2,517 +2%
CAPTRUST Financial Advisors
62
CAPTRUST Financial Advisors
North Carolina
$9.19M +$2.63M +36,482 +40%
TIM
63
Tortoise Investment Management
New York
$9.06M +$446K +6,198 +5%
IWC
64
Integrated Wealth Concepts
Massachusetts
$8.55M +$276K +3,830 +3%
US Bancorp
65
US Bancorp
Minnesota
$8.53M -$136K -1,896 -2%
AWM
66
AE Wealth Management
Kansas
$8.21M +$257K +3,576 +3%
HR
67
Howe & Rusling
New York
$8.03M -$332K -4,615 -4%
PBF
68
Petix & Botte Financial
California
$7.98M +$307K +4,263 +4%
Stifel Financial
69
Stifel Financial
Missouri
$7.83M -$354K -4,921 -4%
CAC
70
Certified Advisory Corp
Florida
$7.77M -$21K -292 -0.3%
UWM
71
USAdvisors Wealth Management
Minnesota
$7.43M +$7.43M +103,260 New
IWM
72
IHT Wealth Management
Illinois
$7.38M +$14.1K +196 +0.2%
ASN
73
Advisory Services Network
Georgia
$7.31M +$2.25M +31,317 +45%
BRWA
74
B. Riley Wealth Advisors
Florida
$7.1M +$6.61M +91,795 +1,351%
EWM
75
Endurance Wealth Management
Rhode Island
$6.92M +$23.7K +330 +0.3%
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3
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