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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
SignatureFD
Georgia
$56.3M
2
BL
Balentine LLC
Georgia
$60.7M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$55M
4
Morgan Stanley
Morgan Stanley
New York
$448M
5
LPL Financial
LPL Financial
California
$663M

Top Sellers

1
CIM
Confluence Investment Management
Missouri
$0
2
BlackRock
BlackRock
New York
$46.9M
3
USAA
United Services Automobile Association
Texas
$0
4
SS
Simplicity Solutions
Minnesota
$0
5
Ameriprise
Ameriprise
Minnesota
$27.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
FA
126
Fortis Advisors
Pennsylvania
$2.43M -$594K -13,815 -20%
TPA
127
Trivium Point Advisory
Connecticut
$2.42M +$2.42M +35,147 New
FAIM
128
Financial Advocates Investment Management
Washington
$2.38M -$23K -334 -1%
SFG
129
Sovereign Financial Group
Connecticut
$2.32M -$134K -1,947 -5%
FFG
130
Ford Financial Group
California
$2.27M -$180K -2,608 -7%
Financial Engines Advisors
131
Financial Engines Advisors
California
$2.21M -$27.7K -402 -1%
EIC
132
Equity Investment Corp
Georgia
$2.09M – – –
KM
133
Kalos Management
Georgia
$1.97M -$145K -1,993 -7%
W
134
Wealthquest
Ohio
$1.97M -$211K -3,061 -10%
OC
135
Oppenheimer & Co
New York
$1.95M +$57K +827 +3%
CGA
136
Crescent Grove Advisors
Illinois
$1.93M +$519K +7,529 +37%
TPW
137
TL Private Wealth
Texas
$1.92M -$11.2K -159 -0.6%
Allianz Asset Management
138
Allianz Asset Management
Germany
$1.92M +$1.24M +17,951 +182%
DDPIC
139
Deroy & Devereaux Private Investment Counsel
Michigan
$1.88M -$77.5K -1,125 -4%
VA
140
Valmark Advisers
Ohio
$1.87M +$1.2M +17,391 +178%
DC
141
Derby & Company
Massachusetts
$1.85M +$1.85M +26,860 New
TPWA
142
TRUE Private Wealth Advisors
Oregon
$1.83M -$2.76M -39,992 -60%
SF
143
Summit Financial
New Jersey
$1.8M -$1.31K -19 -0.1%
WMP
144
Wealth Management Partners
Arizona
$1.75M +$254K +3,640 +17%
NWM
145
Northwest Wealth Management
Iowa
$1.73M +$89.2K +1,294 +5%
BSW
146
Buckingham Strategic Wealth
Missouri
$1.71M -$252K -3,664 -13%
Susquehanna International Group
147
Susquehanna International Group
Pennsylvania
$1.7M +$1.7M +24,619 New
TWM
148
TriaGen Wealth Management
California
$1.6M +$69 +1 +0%
CFGS
149
Concourse Financial Group Securities
Alabama
$1.49M +$43.8K +636 +3%
WWM
150
Western Wealth Management
Colorado
$1.49M +$32K +464 +2%
4 5
6
7 8