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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 %
CM
176
Columbus Macro
Pennsylvania
$1.15M -$165K -2,286 -13%
SLA
177
Silver Lake Advisory
Utah
$1.14M +$13.5K +185 +1%
MIAN
178
Mariner Independent Advisor Network
Kansas
$1.14M +$138K +1,917 +14%
CG
179
CFO4Life Group
Texas
$1.11M – – –
MWM
180
Mascoma Wealth Management
New Hampshire
$1.08M +$307K +4,261 +39%
MCA
181
Magnolia Capital Advisors
Mississippi
$1.08M +$1.08M +15,062 New
NFG
182
Next Financial Group
Texas
$1.07M +$553K +7,685 +106%
APWM
183
Atlas Private Wealth Management
New York
$1.06M -$5.4K -75 -0.5%
WPWM
184
Windward Private Wealth Management
Kansas
$1.06M -$89.8K -1,248 -8%
CHJWM
185
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.03M -$36.4K -510 -3%
WA
186
Wealth Alliance
New York
$998K -$339K -4,712 -25%
PA
187
Prism Advisors
California
$950K – – –
PA
188
PFG Advisors
Arizona
$919K -$50.2K -697 -5%
CI
189
CX Institutional
Indiana
$917K -$140K -1,944 -13%
FNBOH
190
First National Bank of Hutchinson
Kansas
$898K +$40.7K +565 +5%
CAG
191
Csenge Advisory Group
Florida
$885K +$117K +1,609 +15%
WCM
192
WealthBridge Capital Management
Ohio
$870K +$232K +3,217 +36%
EFL
193
ERn Financial LLC
Wisconsin
$868K +$7.7K +107 +0.9%
CFA
194
Carroll Financial Associates
North Carolina
$861K -$12.9K -180 -1%
SW
195
SVB Wealth
Massachusetts
$859K +$134K +1,863 +18%
Comerica Bank
196
Comerica Bank
Texas
$842K +$25.8K +356 +3%
N
197
Natixis
France
$839K – – –
WPC
198
White Pine Capital
Minnesota
$829K +$1.52K +21 +0.2%
KPCM
199
Kings Point Capital Management
New York
$829K +$829K +11,524 New
TC
200
Telemus Capital
Michigan
$827K -$70.2K -975 -8%
6 7
8
9 10