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iShares Core S&P US Value ETF
IUSV

Overview Fund Activity

420 hedge funds and large institutions have $7.59B invested in iShares Core S&P US Value ETF in 2021 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 146 increasing their positions, 132 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
420
Holders Change
+5
Holders Change %
+1.2%
% of All Funds
7.38%
Holding in Top 10
30
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.45%
% of All Funds
0.53%
New
40
Increased
146
Reduced
132
Closed
30
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$183M
2
S
SignatureFD
Georgia
+$146M
3
Morgan Stanley
Morgan Stanley
New York
+$54M
4
UBS Group
UBS Group
Switzerland
+$19.3M
5
LPL Financial
LPL Financial
California
+$16.5M

Top Sellers

1
Franklin Resources
Franklin Resources
California
-$238M
2
Charles Schwab
Charles Schwab
California
-$64.5M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$25.8M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$23.6M
5
KOMWMG
Kerntke Otto McGlone Wealth Management Group
Wisconsin
-$14.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAN
51
Cetera Advisor Networks
California
$10.4M +$1.23M +17,305 +13%
HPA
52
High Probability Advisors
New York
$10.4M -$661K -9,322 -6%
LFS
53
Lutz Financial Services
Nebraska
$10.2M +$677K +9,551 +7%
VC
54
Veracity Capital
Georgia
$9.99M +$815K +11,500 +9%
GSIS
55
Global Strategic Investment Solutions
Arizona
$9.89M – – –
PAG
56
Private Advisor Group
New Jersey
$9.61M +$238K +3,357 +3%
SW
57
SkyOak Wealth
Michigan
$9.16M -$352K -4,971 -4%
Truist Financial
58
Truist Financial
North Carolina
$9.09M -$73.5K -1,037 -0.8%
CAPTRUST Financial Advisors
59
CAPTRUST Financial Advisors
North Carolina
$9.06M +$9.92K +140 +0.1%
Natixis Advisors
60
Natixis Advisors
Massachusetts
$9.06M +$6.44M +90,814 +246%
F
61
F3Logic
Minnesota
$8.99M +$8.99M +127,035 New
TIM
62
Tortoise Investment Management
New York
$8.86M -$64.3K -907 -0.7%
HR
63
Howe & Rusling
New York
$8.75M +$842K +11,874 +11%
IWC
64
Integrated Wealth Concepts
Massachusetts
$8.71M +$286K +4,031 +3%
US Bancorp
65
US Bancorp
Minnesota
$8.5M +$95.3K +1,344 +1%
AWM
66
AE Wealth Management
Kansas
$8.37M +$285K +4,020 +4%
UWM
67
USAdvisors Wealth Management
Minnesota
$8.3M +$985K +13,890 +13%
FC
68
Financial Council
Maryland
$7.79M +$7.79M +109,905 New
CAC
69
Certified Advisory Corp
Florida
$7.63M -$21.3K -300 -0.3%
WWM
70
WJ Wealth Management
Arizona
$7.27M +$7.01M +98,789 +2,727%
EWM
71
Endurance Wealth Management
Rhode Island
$6.89M +$67.8K +956 +1%
SPC
72
Sigma Planning Corp
Michigan
$6.82M +$319K +4,498 +5%
IWM
73
IHT Wealth Management
Illinois
$6.71M -$557K -7,855 -8%
EH
74
Equitable Holdings
New York
$6.59M +$678K +9,570 +11%
WAOI
75
Wealth Advisors of Iowa
Iowa
$6.35M -$8.16M -115,123 -56%
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