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iShares Core S&P US Value ETF
IUSV

Overview Fund Activity

479 hedge funds and large institutions have $8.98B invested in iShares Core S&P US Value ETF in 2022 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 188 increasing their positions, 129 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
479
Holders Change
–
Holders Change %
0%
% of All Funds
7.58%
Holding in Top 10
36
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.86%
% of All Funds
0.57%
New
48
Increased
188
Reduced
129
Closed
41
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SHGA
Sand Hill Global Advisors
California
$120M
2
SG
StoneX Group
New York
$46.2M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$420M
4
LPL Financial
LPL Financial
California
$872M
5
Morgan Stanley
Morgan Stanley
New York
$624M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$3.94B
2
BlackRock
BlackRock
New York
$41.4M
3
SRA
Summit Rock Advisors
New York
$0
4
RJA
Raymond James & Associates
Florida
$20.7M
5
IAN
Integrated Advisors Network
Texas
$2.17M
Name Holding Trade Value Shares
Change 		Shares
Change %
Lido Advisors
251
Lido Advisors
California
$635K -$7.96K -105 -1%
Northern Trust
252
Northern Trust
Illinois
$629K +$103K +1,354 +20%
FA
253
FDx Advisors
Illinois
$620K +$2.66K +35 +0.4%
ICP
254
Interchange Capital Partners
Pennsylvania
$619K +$2.58K +34 +0.4%
MMPW
255
Mitchell McLeod Pugh & Williams
Alabama
$581K – – –
SFC
256
SYM Financial Corp
Indiana
$576K – – –
EWM
257
Endowment Wealth Management
Wisconsin
$565K +$60.4K +796 +12%
WT
258
Whittier Trust
California
$559K – – –
FF
259
FourThought Financial
Florida
$557K -$53.8K -709 -9%
WAP
260
Wealthcare Advisory Partners
Pennsylvania
$551K -$119K -1,574 -18%
EFS
261
Essex Financial Services
Connecticut
$546K +$80.7K +1,063 +17%
CIBC Asset Management
262
CIBC Asset Management
Ontario, Canada
$538K +$6.08K +80 +1%
GJIC
263
Gamble Jones Investment Counsel
California
$534K +$64K +843 +14%
UWPG
264
Ullmann Wealth Partners Group
Florida
$533K +$227 +3 +0%
KL
265
KWMG LLC
Kansas
$515K -$9.19K -121 -2%
APG
266
Abacus Planning Group
South Carolina
$511K – – –
PFS
267
Prospera Financial Services
Texas
$510K -$63.2K -832 -11%
CPO
268
Cerity Partners OCIO
New York
$504K +$21.2K +279 +4%
LSPW
269
Lake Street Private Wealth
Illinois
$503K – – –
MWM
270
Modera Wealth Management
New Jersey
$499K +$31.7K +417 +7%
Bessemer Group
271
Bessemer Group
New Jersey
$496K – – –
AllianceBernstein
272
AllianceBernstein
Tennessee
$492K +$208K +2,737 +73%
BTWM
273
Baker Tilly Wealth Management
Wisconsin
$485K -$423K -5,578 -47%
SWA
274
Stratos Wealth Advisors
Ohio
$469K -$5.47M -72,122 -92%
BWM
275
Brickley Wealth Management
California
$467K +$92.5K +1,218 +25%
9 10
11
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