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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 %
SPC
76
Sigma Planning Corp
Michigan
$6.6M +$290K +4,029 +5%
HA
77
HYA Advisors
Missouri
$6.5M +$615K +8,540 +10%
FM
78
Family Management
New York
$6.3M -$1.58M -21,958 -20%
DCM
79
Disciplina Capital Management
Tennessee
$6.28M -$1.62M -22,556 -21%
Cetera Investment Advisers
80
Cetera Investment Advisers
Illinois
$6.17M +$939K +13,046 +18%
SWP
81
Stratos Wealth Partners
Ohio
$6.02M +$394K +5,473 +7%
Carson Wealth (CWM LLC)
82
Carson Wealth (CWM LLC)
Nebraska
$6.01M – – –
EH
83
Equitable Holdings
New York
$6M +$423K +5,874 +8%
CI Investments Inc
84
CI Investments Inc
Ontario, Canada
$5.98M +$231K +3,210 +4%
CFSG
85
Clark Financial Services Group
Missouri
$5.9M +$43.3K +602 +0.7%
HWM
86
HighMark Wealth Management
Minnesota
$5.89M -$189K -2,629 -3%
DF
87
Donoghue Forlines
Massachusetts
$5.39M +$5.39M +74,916 New
1WA
88
180 Wealth Advisors
Washington
$5.33M -$45.3K -616 -0.8%
MCM
89
Mitchell Capital Management
Kansas
$5.3M +$271K +3,760 +5%
ECG
90
Edge Capital Group
Georgia
$5.22M -$266K -3,693 -5%
Janney Montgomery Scott
91
Janney Montgomery Scott
Pennsylvania
$5.08M -$235K -3,262 -4%
PP
92
PrairieView Partners
Minnesota
$4.94M -$35.4K -492 -0.7%
MA
93
Mutual Advisors
Nebraska
$4.88M +$4.63M +64,289 +1,802%
Kayne Anderson Rudnick Investment Management
94
Kayne Anderson Rudnick Investment Management
California
$4.85M +$2.14M +29,724 +79%
FPIS
95
Financial Planning & Information Services
Wisconsin
$4.82M -$47.9K -666 -1%
CPSC
96
Carl P. Sherr & Co
Massachusetts
$4.72M +$848K +11,789 +22%
AMG
97
Asset Management Group
Connecticut
$4.55M -$4.68K -65 -0.1%
Creative Planning
98
Creative Planning
Kansas
$4.55M +$50.2K +698 +1%
SF
99
Symphony Financial
Texas
$4.52M -$417K -5,801 -8%
CFGS
100
Concourse Financial Group Securities
Alabama
$4.52M +$2.96M +41,100 +190%
2 3
4
5 6