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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 %
Mercer Global Advisors
201
Mercer Global Advisors
Colorado
$771K +$127K +1,794 +20%
BTWM
202
Baker Tilly Wealth Management
Wisconsin
$738K +$421K +5,938 +133%
HNB
203
Huntington National Bank
Ohio
$736K – – –
ATC
204
Argent Trust Co
Tennessee
$736K – – –
TPWA
205
TRUE Private Wealth Advisors
Oregon
$720K -$1.35K -19 -0.2%
MCWS
206
McKinley Carter Wealth Services
West Virginia
$697K -$69.9K -986 -9%
IFG
207
Investors Financial Group
Minnesota
$688K +$1.7K +24 +0.2%
GVAG
208
Great Valley Advisor Group
Delaware
$675K +$105K +1,487 +19%
RTS
209
Round Table Services
New Jersey
$645K +$14.9K +210 +2%
AF
210
Advisornet Financial
Minnesota
$644K +$54.6K +770 +9%
FCM
211
Firestone Capital Management
Florida
$641K – – –
BFWA
212
Benchmark Financial Wealth Advisors
Florida
$638K -$2.44M -34,519 -79%
CPO
213
Cerity Partners OCIO
New York
$638K +$2.62K +37 +0.4%
WCM
214
WealthBridge Capital Management
Ohio
$637K -$220K -3,103 -26%
JWA
215
JFS Wealth Advisors
Pennsylvania
$634K +$634K +8,951 New
SFC
216
SYM Financial Corp
Indiana
$632K +$194K +2,738 +44%
SCP
217
Syntal Capital Partners
Texas
$617K -$53.5K -755 -8%
RJT
218
Raymond James Trust
Florida
$614K – – –
PFS
219
Prospera Financial Services
Texas
$610K -$121K -1,710 -17%
LNC
220
Lincoln National Corp
Pennsylvania
$609K +$138K +1,950 +29%
PFA
221
Pure Financial Advisors
California
$607K -$16.6K -234 -3%
FFN
222
Focus Financial Network
Minnesota
$597K +$1.56K +22 +0.3%
Lido Advisors
223
Lido Advisors
California
$593K -$22K -311 -4%
CFA
224
Cahill Financial Advisors
Minnesota
$586K +$20.5K +289 +4%
FA
225
FDx Advisors
Illinois
$575K +$1.63K +23 +0.3%
7 8
9
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