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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 %
MAFM
126
Mid Atlantic Financial Management
Pennsylvania
$2.98M +$2.7M +37,540 +977%
5L
127
55I LLC
Massachusetts
$2.86M +$55.9K +777 +2%
VFIC
128
Valley Forge Investment Consultants
Pennsylvania
$2.83M +$9.93K +138 +0.4%
GPA
129
Guidance Point Advisors
Massachusetts
$2.83M +$9.5K +132 +0.3%
GRP
130
Global Retirement Partners
California
$2.69M +$39.9K +555 +2%
Natixis Advisors
131
Natixis Advisors
Massachusetts
$2.66M -$213K -2,958 -7%
GP
132
Greenline Partners
New York
$2.6M – – –
MWA
133
Motive Wealth Advisors
Michigan
$2.57M +$2.57M +35,715 New
EIC
134
Equity Investment Corp
Georgia
$2.52M +$339K +4,712 +16%
AI
135
Atria Investments
North Carolina
$2.5M +$2.5M +34,700 New
FFG
136
Ford Financial Group
California
$2.46M +$88.3K +1,227 +4%
WMP
137
Wealth Management Partners
Arizona
$2.4M +$591K +8,210 +33%
WWM
138
Western Wealth Management
Colorado
$2.38M +$819K +11,362 +52%
SFG
139
Sovereign Financial Group
Connecticut
$2.32M – – –
Allianz Asset Management
140
Allianz Asset Management
Germany
$2.22M +$219K +3,040 +11%
Financial Engines Advisors
141
Financial Engines Advisors
California
$2.21M -$91.9K -1,277 -4%
KM
142
Kalos Management
Georgia
$2.15M +$162K +2,213 +8%
TPW
143
TL Private Wealth
Texas
$2.15M +$184K +2,552 +9%
CAL
144
Capital Analysts LLC
Pennsylvania
$2.14M +$690K +9,583 +47%
GB
145
Gunma Bank
Japan
$2.09M +$2.09M +29,000 New
VA
146
Valmark Advisers
Ohio
$2.09M +$132K +1,828 +7%
CGA
147
Crescent Grove Advisors
Illinois
$2.06M +$39.2K +545 +2%
OC
148
Oppenheimer & Co
New York
$2.05M +$13.1K +182 +0.6%
DC
149
Derby & Company
Massachusetts
$2.01M +$73.1K +1,016 +4%
BSW
150
Buckingham Strategic Wealth
Missouri
$1.97M +$191K +2,654 +11%
4 5
6
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