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iShares Core S&P US Value ETF
IUSV

Overview Fund Activity

482 hedge funds and large institutions have $8.29B invested in iShares Core S&P US Value ETF in 2022 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 169 increasing their positions, 150 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
482
Holders Change
+3
Holders Change %
+0.63%
% of All Funds
8.15%
Holding in Top 10
37
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.78%
% of All Funds
0.63%
New
49
Increased
169
Reduced
150
Closed
37
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BlackRock
BlackRock
New York
$296M
2
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$47.4M
3
Natixis Advisors
Natixis Advisors
Massachusetts
$28.6M
4
F
F3Logic
Minnesota
$24.2M
5
Morgan Stanley
Morgan Stanley
New York
$559M

Top Sellers

1
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$617K
2
SG
StoneX Group
New York
$0
3
CG
Colony Group
Massachusetts
$2.12M
4
PBF
Petix & Botte Financial
California
$9.48M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$20M
Name Holding Trade Value Shares
Change 		Shares
Change %
NL
226
NWAM LLC
Washington
$706K -$302K -4,499 -30%
RRA
227
Round Rock Advisors
Connecticut
$701K -$45.4K -679 -6%
GJIC
228
Gamble Jones Investment Counsel
California
$700K +$230K +3,435 +49%
NFP
229
Narus Financial Partners
Utah
$686K – – –
DCM
230
Disciplina Capital Management
Tennessee
$665K -$1.2K -18 -0.2%
HNB
231
Huntington National Bank
Ohio
$661K -$33.4K -500 -5%
GVAG
232
Great Valley Advisor Group
Delaware
$656K – – –
NRI
233
NFP Retirement Inc
California
$647K +$647K +9,673 New
WP
234
WealthSource Partners
California
$643K -$104K -1,551 -14%
FHA
235
Flagship Harbor Advisors
Massachusetts
$642K +$26K +389 +4%
EFL
236
ERn Financial LLC
Wisconsin
$631K -$581K -8,690 -48%
FTS
237
Fifth Third Securities
Ohio
$628K +$14.2K +213 +2%
Thrivent Financial for Lutherans
238
Thrivent Financial for Lutherans
Minnesota
$617K -$368M -5,496,721 -100%
FCM
239
Firestone Capital Management
Florida
$595K – – –
CCM
240
Coldstream Capital Management
Washington
$584K +$584K +8,728 New
RJT
241
Raymond James Trust
Florida
$579K – – –
BFWA
242
Benchmark Financial Wealth Advisors
Florida
$576K -$7.63K -114 -1%
GT
243
Glenview Trust
Kentucky
$576K – – –
PFA
244
Pure Financial Advisors
California
$571K – – –
Lido Advisors
245
Lido Advisors
California
$559K – – –
APW
246
Atlantic Private Wealth
North Carolina
$550K +$550K +8,223 New
FA
247
FDx Advisors
Illinois
$547K +$1.07K +16 +0.2%
ICP
248
Interchange Capital Partners
Pennsylvania
$547K +$1.07K +16 +0.2%
Northern Trust
249
Northern Trust
Illinois
$546K -$8.36K -125 -2%
CFA
250
Cahill Financial Advisors
Minnesota
$544K -$29K -434 -5%
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