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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 %
BWM
101
Birchcreek Wealth Management
Ohio
$4.42M +$79.9K +1,110 +2%
TPA
102
Trivium Point Advisory
Connecticut
$4.25M +$1.72M +23,863 +68%
FAIM
103
Financial Advocates Investment Management
Washington
$4.17M +$1.38M +17,111 +49%
DP
104
Denver PWM
Colorado
$4.14M -$1.09M -15,099 -21%
TPCW
105
TD Private Client Wealth
New York
$3.99M -$343K -4,760 -8%
SWM
106
Spire Wealth Management
Virginia
$3.94M +$576K +7,999 +17%
EPM
107
Elm Partners Management
Pennsylvania
$3.91M -$70.2K -975 -2%
GCA
108
Genesee Capital Advisors
New York
$3.91M +$3.91M +54,342 New
IA
109
IAM Advisory
Pennsylvania
$3.91M +$3.91M +54,342 New
HCM
110
Howland Capital Management
Massachusetts
$3.89M – – –
Prudential Financial
111
Prudential Financial
New Jersey
$3.79M +$1.15M +16,022 +44%
EWA
112
EP Wealth Advisors
California
$3.75M +$5.68K +79 +0.2%
LRIA
113
Leonard Rickey Investment Advisors
Washington
$3.71M -$91.6K -1,279 -2%
Citigroup
114
Citigroup
New York
$3.68M +$795K +11,052 +28%
JWM
115
Jackson Wealth Management
Florida
$3.56M +$221K +3,069 +7%
ACA
116
Atlas Capital Advisors
Wyoming
$3.52M +$95.9K +1,332 +3%
AFP
117
Ausdal Financial Partners
Iowa
$3.33M +$3.33M +46,283 New
ICG
118
InterOcean Capital Group
Tennessee
$3.32M +$640K +8,900 +24%
CWA
119
Canvas Wealth Advisors
Kansas
$3.29M +$23.9K +332 +0.7%
RHBC
120
R.H. Bluestein & Co
Michigan
$3.28M +$715K +9,941 +28%
GWM
121
Geneos Wealth Management
Colorado
$3.27M +$23K +317 +0.7%
BWA
122
Beam Wealth Advisors
Louisiana
$3.14M +$464K +6,452 +17%
BFWA
123
Benchmark Financial Wealth Advisors
Florida
$3.13M +$46.5K +646 +2%
SWA
124
Stratos Wealth Advisors
Ohio
$3.08M +$79.4K +1,103 +3%
CA
125
Cetera Advisors
Colorado
$3.01M +$241K +3,352 +9%
3 4
5
6 7