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iShares Core S&P US Value ETF
IUSV

Overview Fund Activity

479 hedge funds and large institutions have $8.98B invested in iShares Core S&P US Value ETF in 2022 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 188 increasing their positions, 129 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
479
Holders Change
–
Holders Change %
0%
% of All Funds
7.58%
Holding in Top 10
36
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.86%
% of All Funds
0.57%
New
48
Increased
188
Reduced
129
Closed
41
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SHGA
Sand Hill Global Advisors
California
$120M
2
SG
StoneX Group
New York
$46.2M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$420M
4
LPL Financial
LPL Financial
California
$872M
5
Morgan Stanley
Morgan Stanley
New York
$624M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$3.94B
2
BlackRock
BlackRock
New York
$41.4M
3
SRA
Summit Rock Advisors
New York
$0
4
RJA
Raymond James & Associates
Florida
$20.7M
5
IAN
Integrated Advisors Network
Texas
$2.17M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAM
226
Cozad Asset Management
Illinois
$840K – – –
JWA
227
JFS Wealth Advisors
Pennsylvania
$820K +$141K +1,856 +21%
MCM
228
MAI Capital Management
Ohio
$809K -$30.3K -399 -4%
NFG
229
Nations Financial Group
Iowa
$796K +$248K +3,262 +45%
HNB
230
Huntington National Bank
Ohio
$788K – – –
VIA
231
Vident Investment Advisory
Georgia
$785K +$200K +2,627 +34%
NFP
232
Narus Financial Partners
Utah
$778K +$778K +10,250 New
GIA
233
Gladstone Institutional Advisory
Florida
$774K +$207K +2,730 +37%
DCM
234
Disciplina Capital Management
Tennessee
$756K -$53K -698 -7%
MGIA
235
Moneta Group Investment Advisors
Missouri
$747K -$129K -1,694 -15%
GVAG
236
Great Valley Advisor Group
Delaware
$744K +$26.2K +346 +4%
WA
237
Wealth Alliance
New York
$743K -$182K -2,402 -20%
BPA
238
Beacon Pointe Advisors
California
$722K +$224K +2,945 +45%
Bank of Montreal
239
Bank of Montreal
Ontario, Canada
$700K +$74.6K +969 +12%
FHA
240
Flagship Harbor Advisors
Massachusetts
$699K -$134K -1,767 -16%
FTS
241
Fifth Third Securities
Ohio
$696K +$70.7K +932 +11%
RTS
242
Round Table Services
New Jersey
$690K – – –
FCM
243
Firestone Capital Management
Florida
$675K – – –
BFWA
244
Benchmark Financial Wealth Advisors
Florida
$662K -$4.18K -55 -0.6%
RJT
245
Raymond James Trust
Florida
$657K -$41.8K -551 -6%
MA
246
Mutual Advisors
Nebraska
$657K +$657K +8,664 New
BFG
247
Barber Financial Group
Kansas
$653K -$174K -2,291 -21%
GT
248
Glenview Trust
Kentucky
$653K -$3.11K -41 -0.5%
CFA
249
Cahill Financial Advisors
Minnesota
$650K +$19.5K +257 +3%
PFA
250
Pure Financial Advisors
California
$648K -$2.43K -32 -0.4%
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