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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 %
LFS
151
Legacy Financial Strategies
Kansas
$1.43M -$38.6K -561 -3%
FP
152
Financial Perspectives
Minnesota
$1.42M +$1.4M +96,385 +6,807%
SFA
153
Sequoia Financial Advisors
Ohio
$1.41M -$58.1K -844 -4%
CAL
154
Capital Analysts LLC
Pennsylvania
$1.39M +$540K +7,832 +63%
BOM
155
Bank of Marin
California
$1.37M -$539K -7,814 -28%
SWP
156
Summit Wealth Partners
Florida
$1.35M +$6.82K +99 +0.5%
FHC
157
First Heartland Consultants
Missouri
$1.31M +$279K +4,051 +27%
APA
158
American Portfolios Advisors
New York
$1.29M +$323K +4,692 +33%
WA
159
Wealth Alliance
New York
$1.28M -$45.5K -660 -3%
MSAM
160
Moloney Securities Asset Management
Missouri
$1.27M – – –
CB
161
Commerce Bank
Missouri
$1.27M -$34.2K -497 -3%
PTC
162
Private Trust Company
Ohio
$1.26M +$12.7K +184 +1%
CM
163
Columbus Macro
Pennsylvania
$1.26M -$114K -1,657 -8%
First Manhattan
164
First Manhattan
New York
$1.25M – – –
COCM
165
Charter Oak Capital Management
New Hampshire
$1.24M +$7.16K +104 +0.6%
PFM
166
Phillips Financial Management
Indiana
$1.22M -$31.4K -456 -3%
ZIG
167
Zuckerman Investment Group
Illinois
$1.2M +$484K +7,019 +67%
BAM
168
Baldrige Asset Management
Pennsylvania
$1.11M +$70.6K +1,024 +7%
WPWM
169
Windward Private Wealth Management
Kansas
$1.1M -$25.9K -376 -2%
Mariner
170
Mariner
Kansas
$1.1M -$991K -14,379 -47%
Rockefeller Capital Management
171
Rockefeller Capital Management
New York
$1.09M +$157K +2,276 +17%
EIA
172
Eldridge Investment Advisors
New Hampshire
$1.08M -$396K -5,752 -27%
SLA
173
Silver Lake Advisory
Utah
$1.07M +$41.2K +597 +4%
CG
174
CFO4Life Group
Texas
$1.06M – – –
CHJWM
175
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.06M +$7.98K +112 +0.8%
5 6
7
8 9