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iShares Core S&P US Value ETF
IUSV

Overview Fund Activity

573 hedge funds and large institutions have $10.6B invested in iShares Core S&P US Value ETF in 2023 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 172 increasing their positions, 197 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
573
Holders Change
+25
Holders Change %
+4.56%
% of All Funds
9.04%
Holding in Top 10
46
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.22%
% of All Funds
0.73%
New
56
Increased
172
Reduced
197
Closed
28
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$114M
2
IAN
Integrated Advisors Network
Texas
+$33.1M
3
Jones Financial Companies
Jones Financial Companies
Missouri
+$25.2M
4
BPA
Beacon Pointe Advisors
California
+$22.8M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$15.7M

Top Sellers

1
SHGA
Sand Hill Global Advisors
California
-$116M
2
HighTower Advisors
HighTower Advisors
Illinois
-$14.2M
3
BlackRock
BlackRock
New York
-$13.4M
4
LPL Financial
LPL Financial
California
-$12.8M
5
BIM
Bullseye Investment Management
Ohio
-$11.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
TVAMP
226
Tennessee Valley Asset Management Partners
Tennessee
$1.3M -$46.4K -593 -3%
FHA
227
Flagship Harbor Advisors
Massachusetts
$1.29M +$638K +8,148 +98%
IIA
228
IPG Investment Advisors
California
$1.25M +$1.25M +16,030 New
MFA
229
Morling Financial Advisors
California
$1.23M – – –
SS
230
Sunbelt Securities
Texas
$1.23M +$441K +5,635 +56%
EWM
231
Endowment Wealth Management
Wisconsin
$1.21M +$161K +2,062 +15%
CG
232
CFO4Life Group
Texas
$1.21M – – –
W
233
Wealthquest
Ohio
$1.17M -$54.2K -692 -4%
PPW
234
Presilium Private Wealth
Pennsylvania
$1.15M -$7.98K -102 -0.7%
LNC
235
Lincoln National Corp
Pennsylvania
$1.14M -$38.6K -493 -3%
CHJWM
236
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.13M -$3.26K -41 -0.3%
PFM
237
Phillips Financial Management
Indiana
$1.13M -$17.5K -223 -2%
FPAS
238
Focus Partners Advisor Solutions
Missouri
$1.12M +$7.83K +100 +0.7%
Thrivent Financial for Lutherans
239
Thrivent Financial for Lutherans
Minnesota
$1.11M -$207K -2,669 -16%
PA
240
PFG Advisors
Arizona
$1.09M +$32.6K +417 +3%
LGWM
241
Litman Gregory Wealth Management
California
$1.09M +$1.09M +13,919 New
TC
242
Telemus Capital
Michigan
$1.09M – – –
WPC
243
White Pine Capital
Minnesota
$1.08M -$5.17K -66 -0.5%
MCA
244
Maryland Capital Advisors
Maryland
$1.05M -$1.88K -24 -0.2%
SFS
245
Strategic Financial Services
New York
$1.04M +$323K +4,073 +45%
PA
246
Prism Advisors
California
$1.03M – – –
NFP
247
Narus Financial Partners
Utah
$1.02M – – –
CB
248
Commerce Bank
Missouri
$995K – – –
EWM
249
Evermay Wealth Management
Virginia
$986K +$21.5K +275 +2%
FA
250
Fortis Advisors
Pennsylvania
$980K +$3.52K +45 +0.4%
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