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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.

New
Increased
Maintained
Reduced
Closed
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 %
LRIA
101
Leonard Rickey Investment Advisors
Washington
$3.66M -$16K -232 -0.4%
EWA
102
EP Wealth Advisors
California
$3.59M +$2.82M +40,971 +370%
ACA
103
Atlas Capital Advisors
Wyoming
$3.28M +$50.9K +739 +2%
SWM
104
Spire Wealth Management
Virginia
$3.21M +$3.21M +46,751 New
ECA
105
Elevated Capital Advisors
Utah
$3.21M +$3.21M +45,723 New
GWM
106
Geneos Wealth Management
Colorado
$3.2M -$20.2K -283 -0.6%
JWM
107
Jackson Wealth Management
Florida
$3.19M +$3.19M +46,345 New
CWA
108
Canvas Wealth Advisors
Kansas
$3.19M +$3.19M +45,324 New
BFWA
109
Benchmark Financial Wealth Advisors
Florida
$2.96M -$38.4K -557 -1%
TVAMP
110
Tennessee Valley Asset Management Partners
Tennessee
$2.94M -$851K -12,357 -22%
SWA
111
Stratos Wealth Advisors
Ohio
$2.87M +$1.72M +24,918 +149%
Citigroup
112
Citigroup
New York
$2.77M +$67.9K +985 +3%
Natixis Advisors
113
Natixis Advisors
Massachusetts
$2.75M +$1.56M +22,616 +130%
VFIC
114
Valley Forge Investment Consultants
Pennsylvania
$2.7M +$85.8K +1,245 +3%
GPA
115
Guidance Point Advisors
Massachusetts
$2.7M +$958K +13,902 +55%
5L
116
55I LLC
Massachusetts
$2.68M -$127K -1,839 -5%
CA
117
Cetera Advisors
Colorado
$2.65M +$97.6K +1,417 +4%
Kayne Anderson Rudnick Investment Management
118
Kayne Anderson Rudnick Investment Management
California
$2.59M +$2.59M +37,617 New
BWA
119
Beam Wealth Advisors
Louisiana
$2.56M +$55.9K +812 +2%
ICG
120
InterOcean Capital Group
Tennessee
$2.56M +$2.56M +37,184 New
GRP
121
Global Retirement Partners
California
$2.54M -$80.4K -1,167 -3%
TI
122
tru Independence
Oregon
$2.53M +$2.53M +36,716 New
Prudential Financial
123
Prudential Financial
New Jersey
$2.52M +$2.13M +30,852 +537%
GP
124
Greenline Partners
New York
$2.49M – – –
RHBC
125
R.H. Bluestein & Co
Michigan
$2.46M +$528K +7,662 +27%
3 4
5
6 7