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iShares Core S&P US Value ETF
IUSV

Overview Fund Activity

476 hedge funds and large institutions have $7.86B invested in iShares Core S&P US Value ETF in 2022 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 188 increasing their positions, 127 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
476
Holders Change
-6
Holders Change %
-1.24%
% of All Funds
8.23%
Holding in Top 10
34
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-8.11%
% of All Funds
0.59%
New
40
Increased
188
Reduced
127
Closed
41
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
$3.34B
2
Jones Financial Companies
Jones Financial Companies
Missouri
$98.5M
3
Natixis Advisors
Natixis Advisors
Massachusetts
$48.1M
4
CG
Colony Group
Massachusetts
$21.9M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$110M

Top Sellers

1
BlackRock
BlackRock
New York
$222M
2
Morgan Stanley
Morgan Stanley
New York
$479M
3
BTI
Blue Trust Inc
Georgia
$369M
4
WAOI
Wealth Advisors of Iowa
Iowa
$3.83M
5
S
SignatureFD
Georgia
$226M
Name Holding Trade Value Shares
Change 		Shares
Change %
JWA
226
JFS Wealth Advisors
Pennsylvania
$674K -$2.32K -37 -0.3%
RRA
227
Round Rock Advisors
Connecticut
$667K +$11.2K +179 +2%
EIA
228
Eldridge Investment Advisors
New Hampshire
$656K -$59.2K -946 -8%
GJIC
229
Gamble Jones Investment Counsel
California
$653K -$2.57K -41 -0.4%
SS
230
Sunbelt Securities
Texas
$647K +$360K +5,740 +125%
GVAG
231
Great Valley Advisor Group
Delaware
$643K +$28.2K +450 +5%
PA
232
PFG Advisors
Arizona
$642K +$642K +10,248 New
NL
233
NWAM LLC
Washington
$639K -$19.6K -314 -3%
MGIA
234
Moneta Group Investment Advisors
Missouri
$629K -$48.8K -779 -7%
BWM
235
Brickley Wealth Management
California
$622K -$383K -6,121 -38%
HNB
236
Huntington National Bank
Ohio
$619K +$188 +3 +0%
PFO
237
Pathstone Family Office
New Jersey
$618K +$618K +9,870 New
NRI
238
NFP Retirement Inc
California
$617K +$11.4K +182 +2%
DCM
239
Disciplina Capital Management
Tennessee
$606K -$17.2K -274 -3%
WP
240
WealthSource Partners
California
$602K – – –
FTS
241
Fifth Third Securities
Ohio
$596K +$8.26K +132 +1%
FHA
242
Flagship Harbor Advisors
Massachusetts
$593K -$7.82K -125 -1%
USCWA
243
U.S. Capital Wealth Advisors
Texas
$593K +$593K +9,469 New
SWM
244
Spire Wealth Management
Virginia
$565K -$2.36M -37,672 -81%
EFS
245
Essex Financial Services
Connecticut
$563K +$106K +1,695 +23%
FCM
246
Firestone Capital Management
Florida
$557K – – –
EFL
247
ERn Financial LLC
Wisconsin
$549K -$42.1K -673 -7%
BWCS
248
Beirne Wealth Consulting Services
Connecticut
$546K +$289K +4,624 +113%
BFWA
249
Benchmark Financial Wealth Advisors
Florida
$540K +$1.06K +17 +0.2%
SWA
250
Stratos Wealth Advisors
Ohio
$540K +$94.7K +1,512 +21%
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