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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
$3.44B
2
S
SignatureFD
Georgia
$252M
3
Morgan Stanley
Morgan Stanley
New York
$510M
4
UBS Group
UBS Group
Switzerland
$141M
5
LPL Financial
LPL Financial
California
$750M

Top Sellers

1
Franklin Resources
Franklin Resources
California
$0
2
Charles Schwab
Charles Schwab
California
$0
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$31.6M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$334M
5
KOMWMG
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$3.44B +$183M +2,584,655 +6%
LPL Financial
2
LPL Financial
California
$750M +$16.5M +233,330 +2%
Morgan Stanley
3
Morgan Stanley
New York
$510M +$54M +761,166 +12%
Thrivent Financial for Lutherans
4
Thrivent Financial for Lutherans
Minnesota
$334M -$23.6M -328,276 -7%
S
5
SignatureFD
Georgia
$252M +$146M +2,064,271 +138%
AL
6
Aspiriant LLC
California
$177M -$241K -3,394 -0.1%
UBS Group
7
UBS Group
Switzerland
$141M +$19.3M +272,661 +16%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$104M -$4.31M -60,803 -4%
Wells Fargo
9
Wells Fargo
California
$96M -$8.57M -120,918 -8%
Jones Financial Companies
10
Jones Financial Companies
Missouri
$70.3M -$1.28M -17,722 -2%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$66.9M +$483K +6,814 +0.7%
SHGA
12
Sand Hill Global Advisors
California
$62.1M +$1.56M +21,975 +3%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$59.4M -$1.15M -16,208 -2%
Goldman Sachs
14
Goldman Sachs
New York
$55.2M +$2.97M +41,937 +6%
SRA
15
Summit Rock Advisors
New York
$52.5M – – –
William Blair & Company
16
William Blair & Company
Illinois
$50.7M -$1.76M -24,842 -3%
BlackRock
17
BlackRock
New York
$44.6M -$2.4M -33,805 -5%
JPMPWA
18
J.P. Morgan Private Wealth Advisors
California
$43.9M +$6.74M +95,065 +18%
PNC Financial Services Group
19
PNC Financial Services Group
Pennsylvania
$41M +$945K +13,328 +2%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$39.6M +$3.2M +45,081 +9%
Fidelity Investments
21
Fidelity Investments
Massachusetts
$37M -$2.03M -28,644 -5%
BFEC
22
Benjamin F. Edwards & Company
Missouri
$37M +$2.71M +38,265 +8%
HighTower Advisors
23
HighTower Advisors
Illinois
$31.6M -$744K -10,493 -2%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$31.6M -$25.8M -363,460 -45%
SSB
25
Sandy Spring Bank
Maryland
$31.5M -$255K -3,596 -0.8%
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