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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 %
TPCW
101
TD Private Client Wealth
New York
$4.15M +$215K +3,038 +5%
DP
102
Denver PWM
Colorado
$4M -$60.3K -851 -1%
SWM
103
Spire Wealth Management
Virginia
$3.95M +$64.4K +909 +2%
FTUS
104
Flow Traders U.S.
New York
$3.87M +$3.87M +54,571 New
HCM
105
Howland Capital Management
Massachusetts
$3.83M – – –
EPM
106
Elm Partners Management
Pennsylvania
$3.81M -$47.2K -666 -1%
LRIA
107
Leonard Rickey Investment Advisors
Washington
$3.62M -$48.1K -678 -1%
FAIM
108
Financial Advocates Investment Management
Washington
$3.62M -$47.2K -666 -1%
OIA
109
OneDigital Investment Advisors
Kansas
$3.52M +$3.52M +49,659 New
SWA
110
Stratos Wealth Advisors
Ohio
$3.49M +$464K +6,550 +15%
Prudential Financial
111
Prudential Financial
New Jersey
$3.49M -$310K -4,294 -8%
RHBC
112
R.H. Bluestein & Co
Michigan
$3.45M +$214K +3,024 +7%
CA
113
Cetera Advisors
Colorado
$3.3M +$337K +4,753 +11%
EWA
114
EP Wealth Advisors
California
$3.25M -$443K -6,252 -12%
BWA
115
Beam Wealth Advisors
Louisiana
$3.2M +$106K +1,492 +3%
AFP
116
Ausdal Financial Partners
Iowa
$3.08M -$203K -2,862 -6%
CWA
117
Canvas Wealth Advisors
Kansas
$3M -$240K -3,390 -7%
ACA
118
Atlas Capital Advisors
Wyoming
$2.99M -$477K -6,727 -14%
MAFM
119
Mid Atlantic Financial Management
Pennsylvania
$2.95M +$18.1K +255 +0.6%
Comerica Bank
120
Comerica Bank
Texas
$2.95M +$2.08M +27,881 +240%
GWM
121
Geneos Wealth Management
Colorado
$2.92M -$316K -4,399 -10%
GPA
122
Guidance Point Advisors
Massachusetts
$2.77M -$13.5K -191 -0.5%
CAL
123
Capital Analysts LLC
Pennsylvania
$2.73M +$618K +8,716 +29%
MWA
124
Motive Wealth Advisors
Michigan
$2.68M +$146K +2,063 +6%
Citigroup
125
Citigroup
New York
$2.65M -$978K -13,790 -27%
3 4
5
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