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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 %
WP
151
WealthShield Partners
North Carolina
$1.97M +$1.17M +16,243 +146%
DDPIC
152
Deroy & Devereaux Private Investment Counsel
Michigan
$1.96M – – –
W
153
Wealthquest
Ohio
$1.96M -$102K -1,418 -5%
NWM
154
Northwest Wealth Management
Iowa
$1.91M +$103K +1,433 +6%
SF
155
Summit Financial
New Jersey
$1.85M -$26K -361 -1%
SFA
156
Sequoia Financial Advisors
Ohio
$1.71M +$236K +3,276 +16%
RIA
157
Regal Investment Advisors
Michigan
$1.71M +$1.71M +23,775 New
TWM
158
TriaGen Wealth Management
California
$1.64M -$35.6K -491 -2%
ZIG
159
Zuckerman Investment Group
Illinois
$1.57M +$315K +4,372 +25%
SWP
160
Summit Wealth Partners
Florida
$1.56M +$144K +2,007 +10%
LFS
161
Legacy Financial Strategies
Kansas
$1.47M -$20.7K -288 -1%
FA
162
Fortis Advisors
Pennsylvania
$1.42M -$2.65M -36,807 -65%
BOM
163
Bank of Marin
California
$1.37M -$58.4K -811 -4%
FHC
164
First Heartland Consultants
Missouri
$1.37M +$3.17K +44 +0.2%
MSAM
165
Moloney Securities Asset Management
Missouri
$1.36M +$33.7K +468 +3%
APA
166
American Portfolios Advisors
New York
$1.35M +$2.23K +31 +0.2%
PTC
167
Private Trust Company
Ohio
$1.34M +$21.4K +297 +2%
COCM
168
Charter Oak Capital Management
New Hampshire
$1.3M -$288 -4 -0%
First Manhattan
169
First Manhattan
New York
$1.29M -$17.8K -247 -1%
Rockefeller Capital Management
170
Rockefeller Capital Management
New York
$1.29M +$149K +2,071 +13%
Mariner
171
Mariner
Kansas
$1.23M +$83.3K +1,158 +7%
EIA
172
Eldridge Investment Advisors
New Hampshire
$1.21M +$89.2K +1,239 +8%
BAM
173
Baldrige Asset Management
Pennsylvania
$1.19M +$29.7K +413 +3%
PFM
174
Phillips Financial Management
Indiana
$1.16M -$113K -1,568 -9%
CB
175
Commerce Bank
Missouri
$1.15M -$175K -2,425 -13%
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