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iShares Core S&P US Value ETF
IUSV

Overview Fund Activity

545 hedge funds and large institutions have $9.49B invested in iShares Core S&P US Value ETF in 2022 Q4 according to their latest regulatory filings, with 105 funds opening new positions, 195 increasing their positions, 145 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
545
Holders Change
+69
Holders Change %
+14.5%
% of All Funds
8.79%
Holding in Top 10
47
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+38.24%
% of All Funds
0.76%
New
105
Increased
195
Reduced
145
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
VWM
1
Venturi Wealth Management
Texas
$84.7M
2
Bank of America
2
Bank of America
North Carolina
$3.85B
3
TF
3
Trek Financial
Arizona
$50M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$37M
5
BlackRock
5
BlackRock
New York
$279M

Top Sellers

1
Natixis Advisors
1
Natixis Advisors
Massachusetts
$19.9M
2
AL
2
Aspiriant LLC
California
$163M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$116M
4
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$41.7M
5
SHGA
5
Sand Hill Global Advisors
California
$104M
Name Holding Trade Value Shares
Change 		Shares
Change %
W
226
Wealthquest
Ohio
$1.11M +$9.46K +134 +0.9%
MFA
227
Morling Financial Advisors
California
$1.11M – – –
WP
228
Wealthspan Partners
Iowa
$1.1M -$424 -6 -0%
USCWA
229
U.S. Capital Wealth Advisors
Texas
$1.1M +$427K +6,045 +64%
CG
230
CFO4Life Group
Texas
$1.09M – – –
C
231
CFO4Life
Texas
$1.09M +$1.09M +15,423 New
MCA
232
Magnolia Capital Advisors
Mississippi
$1.09M -$10.7K -152 -1%
TC
233
Telemus Capital
Michigan
$1.08M +$213K +2,929 +25%
MHS
234
M Holdings Securities
Oregon
$1.08M +$1.08M +15,272 New
CHJWM
235
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.07M +$226 +3 +0%
WPC
236
White Pine Capital
Minnesota
$1.05M +$30.2K +428 +3%
PFM
237
Phillips Financial Management
Indiana
$1.05M -$42.2K -597 -4%
PPW
238
Presilium Private Wealth
Pennsylvania
$1.03M +$1.03M +14,649 New
SL
239
SWMG LLC
Texas
$987K +$987K +13,972 New
First Manhattan
240
First Manhattan
New York
$956K -$28.3K -400 -3%
MCA
241
Maryland Capital Advisors
Maryland
$945K +$506K +7,159 +115%
WG
242
Watchman Group
Texas
$939K +$939K +13,301 New
LNC
243
Lincoln National Corp
Pennsylvania
$938K -$59K -836 -6%
PA
244
Prism Advisors
California
$932K – – –
NFP
245
Narus Financial Partners
Utah
$924K -$42.4K -600 -4%
CIC
246
Carnegie Investment Counsel
Ohio
$916K +$916K +12,963 New
CB
247
Commerce Bank
Missouri
$898K -$20.1K -285 -2%
SWM
248
Spire Wealth Management
Virginia
$893K +$255K +3,609 +40%
FA
249
Fortis Advisors
Pennsylvania
$883K +$17K +240 +2%
Kovitz Investment Group Partners
250
Kovitz Investment Group Partners
Illinois
$866K +$27.6K +391 +3%
8 9
10
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