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iShares Core S&P US Value ETF
IUSV

Overview Fund Activity

479 hedge funds and large institutions have $8.82B invested in iShares Core S&P US Value ETF in 2021 Q4 according to their latest regulatory filings, with 94 funds opening new positions, 175 increasing their positions, 114 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
479
Holders Change
+59
Holders Change %
+14.05%
% of All Funds
7.4%
Holding in Top 10
35
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+16.67%
% of All Funds
0.54%
New
94
Increased
175
Reduced
114
Closed
30
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$353M
2
BlackRock
BlackRock
New York
+$55.1M
3
Morgan Stanley
Morgan Stanley
New York
+$52.5M
4
LPL Financial
LPL Financial
California
+$30.9M
5
S
SignatureFD
Georgia
+$25M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$47M
2
RJFSA
Raymond James Financial Services Advisors
Florida
-$38.5M
3
UBS Group
UBS Group
Switzerland
-$31.2M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$11.6M
5
PBF
Petix & Botte Financial
California
-$8.65M
Name Holding Trade Value Shares
Change 		Shares
Change %
MMPW
251
Mitchell McLeod Pugh & Williams
Alabama
$584K – – –
SFC
252
SYM Financial Corp
Indiana
$580K -$101K -1,326 -15%
PFS
253
Prospera Financial Services
Texas
$576K -$80.8K -1,058 -12%
Susquehanna International Group
254
Susquehanna International Group
Pennsylvania
$570K -$6.26M -81,904 -92%
GIA
255
Gladstone Institutional Advisory
Florida
$570K +$15.3K +201 +3%
WT
256
Whittier Trust
California
$562K – – –
TC
257
TownSquare Capital
Utah
$556K +$120K +1,576 +28%
NFG
258
Nations Financial Group
Iowa
$551K +$263K +3,447 +91%
UWPG
259
Ullmann Wealth Partners Group
Florida
$536K +$229 +3 +0%
CIBC Asset Management
260
CIBC Asset Management
Ontario, Canada
$535K +$65.3K +855 +14%
Northern Trust
261
Northern Trust
Illinois
$530K – – –
KL
262
KWMG LLC
Kansas
$527K -$13.7K -180 -3%
APG
263
Abacus Planning Group
South Carolina
$514K – – –
VAS
264
Vestmark Advisory Solutions
Massachusetts
$510K +$95.1K +1,245 +23%
EWM
265
Endowment Wealth Management
Wisconsin
$508K +$508K +6,654 New
LSPW
266
Lake Street Private Wealth
Illinois
$506K +$506K +6,629 New
CCMD
267
Cypress Capital Management (Delaware)
Delaware
$505K – – –
BPA
268
Beacon Pointe Advisors
California
$501K -$57.2K -750 -10%
MPW
269
Melone Private Wealth
Michigan
$500K +$500K +6,548 New
Bessemer Group
270
Bessemer Group
New Jersey
$499K -$21.2K -278 -4%
CPW
271
Catalyst Private Wealth
California
$495K – – –
DG
272
Doman Group
New York
$493K +$493K +6,452 New
TFA
273
Triad Financial Advisors
North Carolina
$493K +$493K +6,455 New
CPO
274
Cerity Partners OCIO
New York
$486K -$202K -2,640 -29%
PFWA
275
Paces Ferry Wealth Advisors
Georgia
$474K +$474K +6,208 New
9 10
11
12 13