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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.

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 Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$3.3B 45,925,199 +2,802,533 +6%
LPL Financial
2
LPL Financial
California
$744M 10,345,261 +721,534 +7%
Morgan Stanley
3
Morgan Stanley
New York
$463M 6,435,567 -66,893 -1%
Thrivent Financial for Lutherans
4
Thrivent Financial for Lutherans
Minnesota
$358M 4,975,452 +1,209,549 +32%
Franklin Resources
5
Franklin Resources
California
$238M 3,314,095 +3,314,095 New
AL
6
Aspiriant LLC
California
$180M 2,503,863 +257,149 +11%
UBS Group
7
UBS Group
Switzerland
$123M 1,710,268 +239,185 +16%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$110M 1,532,507 +326,075 +27%
S
9
SignatureFD
Georgia
$108M 1,494,502 +676,963 +83%
Wells Fargo
10
Wells Fargo
California
$106M 1,475,019 +666,057 +82%
Jones Financial Companies
11
Jones Financial Companies
Missouri
$71.6M 988,847 -46,327 -4%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$67.4M 936,855 +164,863 +21%
Charles Schwab
13
Charles Schwab
California
$64.5M 896,119 -103,408 -10%
SHGA
14
Sand Hill Global Advisors
California
$61.5M 854,722 +15,686 +2%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$61.5M 854,682 +120,243 +16%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$58.2M 808,944 +11,155 +1%
William Blair & Company
17
William Blair & Company
Illinois
$53.3M 740,306 +33,712 +5%
SRA
18
Summit Rock Advisors
New York
$53.3M 740,195 – –
Goldman Sachs
19
Goldman Sachs
New York
$53M 736,995 +13,391 +2%
BlackRock
20
BlackRock
New York
$47.7M 662,340 -17,907 -3%
PNC Financial Services Group
21
PNC Financial Services Group
Pennsylvania
$40.6M 564,427 +1,264 +0.2%
Fidelity Investments
22
Fidelity Investments
Massachusetts
$39.6M 550,981 -88,495 -14%
JPMPWA
23
J.P. Morgan Private Wealth Advisors
California
$37.7M 523,775 +105,373 +25%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$36.9M 513,355 +13,366 +3%
BFEC
25
Benjamin F. Edwards & Company
Missouri
$34.8M 483,982 +5,059 +1%
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