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iShares Core S&P US Value ETF
IUSV

Overview Fund Activity

548 hedge funds and large institutions have $9.76B invested in iShares Core S&P US Value ETF in 2023 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 171 increasing their positions, 208 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
548
Holders Change
+3
Holders Change %
+0.55%
% of All Funds
8.77%
Holding in Top 10
45
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-4.26%
% of All Funds
0.72%
New
61
Increased
171
Reduced
208
Closed
46
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MWM
Modera Wealth Management
New Jersey
+$53M
2
JPMPWA
J.P. Morgan Private Wealth Advisors
California
+$42.6M
3
GFA
Gallagher Fiduciary Advisors
Illinois
+$30.4M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$27.7M
5
FHB
First Hawaiian Bank
Hawaii
+$13.8M

Top Sellers

1
BlackRock
BlackRock
New York
-$41.4M
2
VWM
Venturi Wealth Management
Texas
-$40.8M
3
Bank of America
Bank of America
North Carolina
-$37.6M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$37M
5
TF
Trek Financial
Arizona
-$30.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
CG
226
CFO4Life Group
Texas
$1.14M – – –
Cerity Partners
227
Cerity Partners
New York
$1.14M +$752K +10,193 +196%
LNC
228
Lincoln National Corp
Pennsylvania
$1.11M +$130K +1,757 +13%
IA
229
IFP Advisors
Florida
$1.09M -$236K -4,367 -18%
PPW
230
Presilium Private Wealth
Pennsylvania
$1.09M +$6.27K +85 +0.6%
PFM
231
Phillips Financial Management
Indiana
$1.08M -$11.5K -156 -1%
CHJWM
232
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.05M +$3.02K +41 +0.3%
SFG
233
Sovereign Financial Group
Connecticut
$1.05M -$495K -6,712 -32%
FPAS
234
Focus Partners Advisor Solutions
Missouri
$1.04M +$361K +4,896 +53%
TC
235
Telemus Capital
Michigan
$1.03M -$70.3K -953 -6%
WPC
236
White Pine Capital
Minnesota
$1.02M -$74.4K -1,009 -7%
PA
237
PFG Advisors
Arizona
$999K +$234K +3,165 +31%
MCA
238
Maryland Capital Advisors
Maryland
$987K -$369 -5 -0%
EWM
239
Endowment Wealth Management
Wisconsin
$986K +$168K +2,298 +21%
WP
240
Wealthspan Partners
Iowa
$976K -$178K -2,412 -15%
PA
241
Prism Advisors
California
$974K – – –
NFP
242
Narus Financial Partners
Utah
$965K – – –
First Manhattan
243
First Manhattan
New York
$957K -$41.9K -568 -4%
CB
244
Commerce Bank
Missouri
$938K – – –
FA
245
Fortis Advisors
Pennsylvania
$921K -$1.11K -15 -0.1%
AWM
246
Alterna Wealth Management
Texas
$914K +$914K +12,394 New
PA
247
Parallel Advisors
California
$910K +$94.2K +1,277 +12%
EWM
248
Evermay Wealth Management
Virginia
$909K +$225K +3,047 +33%
KIA
249
KCM Investment Advisors
California
$899K – – –
NFG
250
Nations Financial Group
Iowa
$896K +$10.5K +142 +1%
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10
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