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iShares Core S&P US Value ETF
IUSV

Overview Fund Activity

479 hedge funds and large institutions have $8.82B invested in iShares Core S&P US Value ETF in 2021 Q4 according to their latest regulatory filings, with 94 funds opening new positions, 175 increasing their positions, 114 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
479
Holders Change
+59
Holders Change %
+14.05%
% of All Funds
7.4%
Holding in Top 10
35
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+16.67%
% of All Funds
0.54%
New
94
Increased
175
Reduced
114
Closed
30
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$353M
2
BlackRock
BlackRock
New York
+$55.1M
3
Morgan Stanley
Morgan Stanley
New York
+$52.5M
4
LPL Financial
LPL Financial
California
+$30.9M
5
S
SignatureFD
Georgia
+$25M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$47M
2
RJFSA
Raymond James Financial Services Advisors
Florida
-$38.5M
3
UBS Group
UBS Group
Switzerland
-$31.2M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$11.6M
5
PBF
Petix & Botte Financial
California
-$8.65M
Name Holding Trade Value Shares
Change 		Shares
Change %
LNC
226
Lincoln National Corp
Pennsylvania
$724K +$68.9K +903 +11%
GVAG
227
Great Valley Advisor Group
Delaware
$723K -$4.28K -56 -0.6%
RJT
228
Raymond James Trust
Florida
$703K +$42K +551 +6%
RTS
229
Round Table Services
New Jersey
$694K – – –
JWA
230
JFS Wealth Advisors
Pennsylvania
$683K – – –
AAS
231
Ameritas Advisory Services
Nebraska
$682K +$682K +8,931 New
FCM
232
Firestone Capital Management
Florida
$680K – – –
NFG
233
Next Financial Group
Texas
$679K -$521K -6,823 -43%
SAS
234
Sanford Advisory Services
Michigan
$677K +$146K +1,911 +27%
WAP
235
Wealthcare Advisory Partners
Pennsylvania
$675K +$65.2K +854 +11%
BFWA
236
Benchmark Financial Wealth Advisors
Florida
$670K -$17.6K -231 -3%
SCP
237
Syntal Capital Partners
Texas
$664K – – –
CF
238
Centaurus Financial
California
$664K +$430K +5,635 +184%
GT
239
Glenview Trust
Kentucky
$660K +$660K +8,652 New
PFA
240
Pure Financial Advisors
California
$654K – – –
FFN
241
Focus Financial Network
Minnesota
$651K +$7.86K +103 +1%
Lido Advisors
242
Lido Advisors
California
$647K +$8.01K +105 +1%
CFA
243
Cahill Financial Advisors
Minnesota
$634K +$3.2K +42 +0.5%
FTS
244
Fifth Third Securities
Ohio
$629K +$22.1K +289 +4%
Bank of Montreal
245
Bank of Montreal
Ontario, Canada
$623K +$29.1K +379 +5%
FA
246
FDx Advisors
Illinois
$621K +$1.07K +14 +0.2%
ICP
247
Interchange Capital Partners
Pennsylvania
$620K +$620K +8,131 New
FF
248
FourThought Financial
Florida
$614K – – –
VIA
249
Vident Investment Advisory
Georgia
$588K +$588K +7,703 New
IA
250
IFP Advisors
Florida
$585K +$70.3K +915 +14%
8 9
10
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