Who Owns iShares Core S&P U.S. Value ETF (IUSV)?Hedge Fund & Institutional Holders
Institutional Holders
715
as of QNaN NaN
Total Institutional Value
$14746.2T
% of Float Held
—
QoQ Change in Holders
+715 / -0
Price History
IUSV — Biggest Institutional Buyers This Quarter
| Fund | Shares Added | Value | % of Portfolio |
|---|---|---|---|
| BANK OF AMERICA CORP /DE/New | 72.2M | $6664.1T | 100.00% |
| LPL Financial LLCNew | 14.4M | $1332.1T | 100.00% |
| MORGAN STANLEYNew | 9.2M | $847.2T | 60.58% |
| Blue Trust, Inc.New | 4.8M | $441.3T | 100.00% |
| JONES FINANCIAL COMPANIES LLLPNew | 4.6M | $428.0T | 100.00% |
| ENVESTNET ASSET MANAGEMENT INCNew | 4.6M | $424.5T | 100.00% |
| SIGNATUREFD, LLCNew | 4.5M | $411.7T | 100.00% |
| ASPIRIANT, LLCNew | 3.5M | $325.5T | 11.30% |
| Merit Financial Group, LLCNew | 2.4M | $222.4T | 100.00% |
| CHURCHILL MANAGEMENT CorpNew | 1.9M | $173.3T | 100.00% |
| BlackRock, Inc.New | 1.6M | $151.3T | 3.18% |
| UBS Group AGNew | 1.6M | $149.5T | 27.48% |
| COMMONWEALTH EQUITY SERVICES, LLCNew | 1.6M | $149.0T | 100.00% |
| RAYMOND JAMES FINANCIAL INCNew | 1.4M | $130.7T | 49.19% |
| WELLS FARGO & COMPANY/MNNew | 1.3M | $121.7T | 27.64% |
Top Institutional Holders(QNaN NaN)
| # | Fund | Shares | Value | % of Portfolio | QoQ Share Change |
|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 72,208,229 | $6664.1T | 100.00% | New |
| 2 | LPL Financial LLC | 14,434,118 | $1332.1T | 100.00% | New |
| 3 | MORGAN STANLEY | 9,179,982 | $847.2T | 60.58% | New |
| 4 | Blue Trust, Inc. | 4,781,288 | $441.3T | 100.00% | New |
| 5 | JONES FINANCIAL COMPANIES LLLP | 4,612,055 | $428.0T | 100.00% | New |
| 6 | ENVESTNET ASSET MANAGEMENT INC | 4,599,418 | $424.5T | 100.00% | New |
| 7 | SIGNATUREFD, LLC | 4,460,480 | $411.7T | 100.00% | New |
| 8 | ASPIRIANT, LLC | 3,527,185 | $325.5T | 11.30% | New |
| 9 | Merit Financial Group, LLC | 2,409,463 | $222.4T | 100.00% | New |
| 10 | CHURCHILL MANAGEMENT Corp | 1,877,261 | $173.3T | 100.00% | New |
| 11 | BlackRock, Inc. | 1,639,748 | $151.3T | 3.18% | New |
| 12 | UBS Group AG | 1,619,517 | $149.5T | 27.48% | New |
| 13 | COMMONWEALTH EQUITY SERVICES, LLC | 1,614,854 | $149.0T | 100.00% | New |
| 14 | RAYMOND JAMES FINANCIAL INC | 1,415,920 | $130.7T | 49.19% | New |
| 15 | WELLS FARGO & COMPANY/MN | 1,318,459 | $121.7T | 27.64% | New |
| 16 | ROYAL BANK OF CANADA | 1,300,057 | $120.0T | 25.07% | New |
| 17 | Venturi Wealth Management, LLC | 1,214,358 | $112.1T | 5.83% | New |
| 18 | BLAIR WILLIAM & CO/IL | 1,138,197 | $105.0T | 100.00% | New |
| 19 | Modera Wealth Management, LLC | 1,013,318 | $93.5T | 100.00% | New |
| 20 | BENJAMIN EDWARDS INC | 972,091 | $89.7T | 100.00% | New |
| 21 | HighTower Advisors, LLC | 669,472 | $61.8T | 83.84% | New |
| 22 | Allworth Financial LP | 671,899 | $59.3T | 100.00% | New |
| 23 | Tanglewood Legacy Advisors, LLC | 609,152 | $56.2T | 24.64% | New |
| 24 | McGlone Suttner Wealth Management, Inc. | 594,098 | $54.8T | 9.00% | New |
| 25 | PNC FINANCIAL SERVICES GROUP, INC. | 581,047 | $53.6T | 28.08% | New |
| 26 | GOLDMAN SACHS GROUP INC | 564,215 | $52.1T | 8.43% | New |
| 27 | OSAIC HOLDINGS, INC. | 559,203 | $51.6T | 100.00% | New |
| 28 | Cetera Investment Advisers | 466,843 | $43.1T | 83.45% | New |
| 29 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 457,178 | $42.2T | 80.69% | New |
| 30 | AMERIPRISE FINANCIAL INC | 414,111 | $38.2T | 10.31% | New |
| 31 | Focus Partners Wealth | 413,202 | $38.1T | 95.54% | New |
| 32 | Townsend & Associates, Inc | 450,286 | $37.9T | 3.95% | New |
| 33 | Independence Financial Advisors, LLC | 374,405 | $34.6T | 13.14% | New |
| 34 | GDS Wealth Management | 371,027 | $34.2T | 2.92% | New |
| 35 | Sandy Spring Bank | 362,036 | $33.4T | 1.41% | New |
| 36 | Veracity Capital LLC | 353,314 | $32.6T | 12.63% | New |
| 37 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 350,344 | $32.3T | 26.44% | New |
| 38 | MERCER GLOBAL ADVISORS INC /ADV | 348,294 | $32.1T | 73.74% | New |
| 39 | Private Advisor Group, LLC | 341,203 | $31.5T | 100.00% | New |
| 40 | FLAGSHIP HARBOR ADVISORS, LLC | 334,266 | $30.8T | 1.62% | New |
| 41 | AVANTAX ADVISORY SERVICES, INC. | 311,196 | $28.7T | 100.00% | New |
| 42 | Weil Company, Inc. | 306,207 | $28.3T | 8.43% | New |
| 43 | ForthRight Wealth Management, LLC | 285,937 | $26.4T | 8.83% | New |
| 44 | Madison Wealth Partners, Inc | 280,961 | $25.9T | 6.40% | New |
| 45 | MML INVESTORS SERVICES, LLC | 277,110 | $25.6T | 85.16% | New |
| 46 | SOUTHERN CAPITAL ADVISORS, LLC | 275,560 | $25.4T | 14.10% | New |
| 47 | Drake & Associates, LLC | 270,238 | $24.9T | 7.01% | New |
| 48 | HOWE & RUSLING INC | 267,832 | $24.7T | 2.08% | New |
| 49 | Trek Financial, LLC | 256,197 | $23.6T | 1.71% | New |
| 50 | DDFG, Inc | 255,742 | $23.6T | 6.54% | New |
Similar Stocks by Institutional Ownership
As of QNaN NaN, 715 institutional investors hold IUSV (iShares Core S&P U.S. Value ETF). The largest holder is BANK OF AMERICA CORP /DE/ with $6664.1T in shares. This quarter, 715 institutions opened new positions and 0 closed their positions.
Frequently Asked Questions
How many hedge funds own IUSV?
As of QNaN NaN, 715 institutional investors report holding IUSV (iShares Core S&P U.S. Value ETF) in their 13F filings.
Who is the largest institutional holder of IUSV?
The largest institutional holder of IUSV is BANK OF AMERICA CORP /DE/ with $6664.1T in shares.
Is institutional ownership of IUSV increasing or decreasing?
This quarter, 715 institutions opened new positions in IUSV and 0 closed their positions.