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iShares Core S&P US Value ETF
IUSV

Overview Fund Activity

482 hedge funds and large institutions have $8.29B invested in iShares Core S&P US Value ETF in 2022 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 169 increasing their positions, 150 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
482
Holders Change
+3
Holders Change %
+0.63%
% of All Funds
8.15%
Holding in Top 10
37
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.78%
% of All Funds
0.63%
New
49
Increased
169
Reduced
150
Closed
37
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BlackRock
BlackRock
New York
$296M
2
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$47.4M
3
Natixis Advisors
Natixis Advisors
Massachusetts
$28.6M
4
F
F3Logic
Minnesota
$24.2M
5
Morgan Stanley
Morgan Stanley
New York
$559M

Top Sellers

1
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$617K
2
SG
StoneX Group
New York
$0
3
CG
Colony Group
Massachusetts
$2.12M
4
PBF
Petix & Botte Financial
California
$9.48M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$20M
Name Holding Trade Value Shares
Change 		Shares
Change %
BRWA
251
B. Riley Wealth Advisors
Florida
$538K +$130K +1,942 +32%
MMPW
252
Mitchell McLeod Pugh & Williams
Alabama
$512K – – –
GIA
253
Gladstone Institutional Advisory
Florida
$511K -$170K -2,549 -25%
FF
254
FourThought Financial
Florida
$495K +$4.68K +70 +1%
WAP
255
Wealthcare Advisory Partners
Pennsylvania
$494K +$8.23K +123 +2%
WT
256
Whittier Trust
California
$493K – – –
EWM
257
Endowment Wealth Management
Wisconsin
$492K -$6.76K -101 -1%
EFS
258
Essex Financial Services
Connecticut
$488K +$7.48K +112 +2%
NIG
259
NFJ Investment Group
Texas
$478K -$648K -9,680 -58%
SWA
260
Stratos Wealth Advisors
Ohio
$476K +$61.9K +925 +15%
AllianceBernstein
261
AllianceBernstein
Tennessee
$471K +$37.9K +567 +9%
UWPG
262
Ullmann Wealth Partners Group
Florida
$470K +$134 +2 +0%
SFC
263
SYM Financial Corp
Indiana
$464K -$43.4K -650 -9%
CWP
264
Curated Wealth Partners
California
$462K +$211K +3,150 +84%
PFS
265
Prospera Financial Services
Texas
$458K +$8.37K +125 +2%
CL
266
CIM LLC
New York
$458K +$79.4K +1,174 +21%
VCA
267
Verdence Capital Advisors
Maryland
$453K +$69.6K +1,041 +18%
APG
268
Abacus Planning Group
South Carolina
$451K – – –
KL
269
KWMG LLC
Kansas
$446K -$7.63K -114 -2%
TF
270
TIAA FSB
Florida
$444K +$444K +6,644 New
CPO
271
Cerity Partners OCIO
New York
$443K -$1.07K -16 -0.2%
LSPW
272
Lake Street Private Wealth
Illinois
$443K – – –
MWM
273
Modera Wealth Management
New Jersey
$439K – – –
TPA
274
Trivium Point Advisory
Connecticut
$432K -$4.53M -66,711 -91%
TWC
275
TD Waterhouse Canada
Ontario, Canada
$427K -$2.38M -35,171 -85%
9 10
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