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iShares Core S&P US Value ETF
IUSV

Overview Fund Activity

420 hedge funds and large institutions have $7.59B invested in iShares Core S&P US Value ETF in 2021 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 146 increasing their positions, 132 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
420
Holders Change
+5
Holders Change %
+1.2%
% of All Funds
7.38%
Holding in Top 10
30
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.45%
% of All Funds
0.53%
New
40
Increased
146
Reduced
132
Closed
30
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$183M
2
S
SignatureFD
Georgia
+$146M
3
Morgan Stanley
Morgan Stanley
New York
+$54M
4
UBS Group
UBS Group
Switzerland
+$19.3M
5
LPL Financial
LPL Financial
California
+$16.5M

Top Sellers

1
Franklin Resources
Franklin Resources
California
-$238M
2
Charles Schwab
Charles Schwab
California
-$64.5M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$25.8M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$23.6M
5
KOMWMG
Kerntke Otto McGlone Wealth Management Group
Wisconsin
-$14.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
NFG
176
Next Financial Group
Texas
$1.11M +$56.4K +796 +5%
PFM
177
Phillips Financial Management
Indiana
$1.11M -$35K -494 -3%
MIAN
178
Mariner Independent Advisor Network
Kansas
$1.11M -$13.7K -194 -1%
SLA
179
Silver Lake Advisory
Utah
$1.11M -$5.03K -71 -0.5%
CAM
180
Cresset Asset Management
Illinois
$1.1M +$541K +7,631 +97%
CG
181
CFO4Life Group
Texas
$1.09M – – –
MCA
182
Magnolia Capital Advisors
Mississippi
$1.07M +$5.88K +83 +0.6%
RFN
183
RDA Financial Network
Iowa
$1.07M +$535K +7,542 +100%
CI
184
CX Institutional
Indiana
$1.02M +$119K +1,675 +13%
WPWM
185
Windward Private Wealth Management
Kansas
$1.01M -$38.6K -545 -4%
PPA
186
Parametric Portfolio Associates
Washington
$952K +$501K +7,063 +111%
PA
187
Prism Advisors
California
$936K – – –
CAG
188
Csenge Advisory Group
Florida
$921K +$42.6K +593 +5%
FA
189
Flagstar Advisors
New York
$919K +$919K +12,967 New
WA
190
Wealth Alliance
New York
$898K -$85.6K -1,207 -9%
MWM
191
Mascoma Wealth Management
New Hampshire
$870K -$198K -2,796 -19%
PA
192
PFG Advisors
Arizona
$862K -$42.7K -603 -5%
CFA
193
Carroll Financial Associates
North Carolina
$848K – – –
WPC
194
White Pine Capital
Minnesota
$833K +$21.8K +308 +3%
N
195
Natixis
France
$826K – – –
FNBOH
196
First National Bank of Hutchinson
Kansas
$822K -$62.2K -878 -7%
FHA
197
Flagship Harbor Advisors
Massachusetts
$818K – – –
KPCM
198
Kings Point Capital Management
New York
$817K – – –
TC
199
Telemus Capital
Michigan
$800K -$14.2K -200 -2%
BL
200
Balentine LLC
Georgia
$797K +$512K +7,225 +180%
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