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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 %
FHA
201
Flagship Harbor Advisors
Massachusetts
$818K -$36K -500 -4%
MCWS
202
McKinley Carter Wealth Services
West Virginia
$778K -$3.09K -43 -0.4%
ATC
203
Argent Trust Co
Tennessee
$748K – – –
HNB
204
Huntington National Bank
Ohio
$748K – – –
PFS
205
Prospera Financial Services
Texas
$742K -$31.5K -438 -4%
TPWA
206
TRUE Private Wealth Advisors
Oregon
$732K -$1.17M -16,300 -62%
CIBC Asset Management
207
CIBC Asset Management
Ontario, Canada
$703K +$703K +9,765 New
IFG
208
Investors Financial Group
Minnesota
$697K +$14.3K +199 +2%
SCP
209
Syntal Capital Partners
Texas
$681K +$681K +9,465 New
FF
210
FourThought Financial
Florida
$658K -$38.8K -539 -6%
Mercer Global Advisors
211
Mercer Global Advisors
Colorado
$654K +$99.8K +1,387 +18%
BBHBI
212
B, B, H, & B Inc
Alabama
$648K -$47.7K -663 -7%
CPO
213
Cerity Partners OCIO
New York
$645K +$1.73K +24 +0.3%
FCM
214
Firestone Capital Management
Florida
$641K – – –
RTS
215
Round Table Services
New Jersey
$639K – – –
PFA
216
Pure Financial Advisors
California
$634K +$4.32K +60 +0.7%
Lido Advisors
217
Lido Advisors
California
$625K -$41.2K -572 -6%
RJT
218
Raymond James Trust
Florida
$623K +$13.2K +184 +2%
FFN
219
Focus Financial Network
Minnesota
$605K +$122K +1,693 +25%
AF
220
Advisornet Financial
Minnesota
$598K +$198K +2,751 +49%
NA
221
NewEdge Advisors
Louisiana
$585K +$144 +2 +0%
FA
222
FDx Advisors
Illinois
$582K +$67.7K +941 +13%
WAP
223
Wealthcare Advisory Partners
Pennsylvania
$580K +$55.4K +770 +11%
GVAG
224
Great Valley Advisor Group
Delaware
$578K +$310K +4,311 +116%
CFA
225
Cahill Financial Advisors
Minnesota
$574K +$2.09K +29 +0.4%
7 8
9
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