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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 %
Susquehanna International Group
76
Susquehanna International Group
Pennsylvania
$6.33M +$6.33M +89,367 New
DCM
77
Disciplina Capital Management
Tennessee
$6.27M +$83.4K +1,176 +1%
Cetera Investment Advisers
78
Cetera Investment Advisers
Illinois
$6.24M +$158K +2,230 +3%
HA
79
HYA Advisors
Missouri
$6.05M -$464K -6,425 -7%
HWM
80
HighMark Wealth Management
Minnesota
$5.96M +$152K +2,146 +3%
CFSG
81
Clark Financial Services Group
Missouri
$5.95M +$133K +1,879 +2%
SWP
82
Stratos Wealth Partners
Ohio
$5.84M -$86.8K -1,225 -1%
CI Investments Inc
83
CI Investments Inc
Ontario, Canada
$5.84M -$58.9K -831 -1%
FM
84
Family Management
New York
$5.74M -$464K -6,543 -7%
MCM
85
Mitchell Capital Management
Kansas
$5.4M +$182K +2,566 +3%
1WA
86
180 Wealth Advisors
Washington
$5.23M -$98.4K -1,336 -2%
ASN
87
Advisory Services Network
Georgia
$5.1M -$2.1M -29,615 -29%
ECG
88
Edge Capital Group
Georgia
$5.05M -$99.2K -1,400 -2%
DF
89
Donoghue Forlines
Massachusetts
$4.97M -$343K -4,834 -6%
SF
90
Symphony Financial
Texas
$4.92M +$376K +5,212 +8%
PP
91
PrairieView Partners
Minnesota
$4.83M -$36.1K -509 -0.7%
Kayne Anderson Rudnick Investment Management
92
Kayne Anderson Rudnick Investment Management
California
$4.76M -$13.3K -187 -0.3%
CPSC
93
Carl P. Sherr & Co
Massachusetts
$4.69M +$34.2K +483 +0.7%
TPA
94
Trivium Point Advisory
Connecticut
$4.68M +$385K +5,298 +9%
FPIS
95
Financial Planning & Information Services
Wisconsin
$4.57M -$177K -2,494 -4%
BWM
96
Birchcreek Wealth Management
Ohio
$4.53M +$172K +2,430 +4%
BBHBI
97
B, B, H, & B Inc
Alabama
$4.52M +$3.88M +54,712 +607%
Creative Planning
98
Creative Planning
Kansas
$4.42M -$56.9K -802 -1%
CFGS
99
Concourse Financial Group Securities
Alabama
$4.35M -$97.3K -1,373 -2%
AMG
100
Asset Management Group
Connecticut
$4.17M -$308K -4,345 -7%
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4
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