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iShares Core S&P US Value ETF
IUSV

Overview Fund Activity

566 hedge funds and large institutions have $9.98B invested in iShares Core S&P US Value ETF in 2023 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 177 increasing their positions, 176 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
566
Holders Change
-7
Holders Change %
-1.22%
% of All Funds
9.02%
Holding in Top 10
42
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-8.7%
% of All Funds
0.67%
New
45
Increased
177
Reduced
176
Closed
45
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$48.1M
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$24.1M
3
Jones Financial Companies
Jones Financial Companies
Missouri
+$22.2M
4
VWM
Venturi Wealth Management
Texas
+$21.4M
5
Charles Schwab
Charles Schwab
California
+$18.7M

Top Sellers

1
BlackRock
BlackRock
New York
-$220M
2
ERFOTCOFW
Employees Retirement Fund of the City of Fort Worth
Texas
-$45.4M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$38.4M
4
IAN
Integrated Advisors Network
Texas
-$17.5M
5
BTI
Blue Trust Inc
Georgia
-$14.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
Cerity Partners
226
Cerity Partners
New York
$1.26M -$172K -2,308 -12%
EWM
227
Endowment Wealth Management
Wisconsin
$1.23M +$75.4K +1,011 +7%
MHS
228
M Holdings Securities
Oregon
$1.21M +$676K +9,058 +127%
IIA
229
IPG Investment Advisors
California
$1.2M – – –
Legacy Financial Group (Iowa)
230
Legacy Financial Group (Iowa)
Iowa
$1.19M -$677K -9,066 -36%
MFA
231
Morling Financial Advisors
California
$1.17M – – –
CG
232
CFO4Life Group
Texas
$1.15M – – –
W
233
Wealthquest
Ohio
$1.11M +$2.46K +33 +0.2%
CHJWM
234
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.1M +$65.1K +899 +6%
PPW
235
Presilium Private Wealth
Pennsylvania
$1.1M +$4.03K +54 +0.4%
LNC
236
Lincoln National Corp
Pennsylvania
$1.09M +$8.06K +108 +0.7%
PFM
237
Phillips Financial Management
Indiana
$1.08M – – –
PA
238
PFG Advisors
Arizona
$1.04M +$970 +13 +0.1%
LGWM
239
Litman Gregory Wealth Management
California
$1.04M – – –
WPC
240
White Pine Capital
Minnesota
$1.03M +$2.61K +35 +0.3%
MWM
241
Meridian Wealth Management
Kentucky
$1M +$523K +7,004 +108%
AWM
242
Axxcess Wealth Management
California
$993K +$627K +8,401 +171%
MCA
243
Maryland Capital Advisors
Maryland
$987K -$9.7K -130 -1%
PA
244
Prism Advisors
California
$985K – – –
NFP
245
Narus Financial Partners
Utah
$976K – – –
Northern Trust
246
Northern Trust
Illinois
$971K +$439K +5,880 +82%
SFS
247
Strategic Financial Services
New York
$968K -$7.84K -105 -0.8%
SOS
248
Silver Oak Securities
Tennessee
$968K -$2.45M -32,876 -72%
EWM
249
Evermay Wealth Management
Virginia
$944K – – –
PFS
250
Prospera Financial Services
Texas
$940K +$454K +6,087 +94%
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