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iShares Core S&P US Value ETF
IUSV

Overview Fund Activity

476 hedge funds and large institutions have $7.86B invested in iShares Core S&P US Value ETF in 2022 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 188 increasing their positions, 127 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
476
Holders Change
-6
Holders Change %
-1.24%
% of All Funds
8.23%
Holding in Top 10
34
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-8.11%
% of All Funds
0.59%
New
40
Increased
188
Reduced
127
Closed
41
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
$3.34B
2
Jones Financial Companies
Jones Financial Companies
Missouri
$98.5M
3
Natixis Advisors
Natixis Advisors
Massachusetts
$48.1M
4
CG
Colony Group
Massachusetts
$21.9M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$110M

Top Sellers

1
BlackRock
BlackRock
New York
$222M
2
Morgan Stanley
Morgan Stanley
New York
$479M
3
BTI
Blue Trust Inc
Georgia
$369M
4
WAOI
Wealth Advisors of Iowa
Iowa
$3.83M
5
S
SignatureFD
Georgia
$226M
Name Holding Trade Value Shares
Change 		Shares
Change %
GT
251
Glenview Trust
Kentucky
$539K – – –
EWM
252
Endowment Wealth Management
Wisconsin
$538K +$77.5K +1,236 +17%
PFA
253
Pure Financial Advisors
California
$535K – – –
Lido Advisors
254
Lido Advisors
California
$524K – – –
BPA
255
Beacon Pointe Advisors
California
$516K +$223K +3,555 +76%
FA
256
FDx Advisors
Illinois
$513K +$1K +16 +0.2%
ICP
257
Interchange Capital Partners
Pennsylvania
$513K +$1K +16 +0.2%
Northern Trust
258
Northern Trust
Illinois
$511K – – –
GIA
259
Gladstone Institutional Advisory
Florida
$507K +$28.8K +460 +6%
BRWA
260
B. Riley Wealth Advisors
Florida
$495K -$9.15K -146 -2%
RJT
261
Raymond James Trust
Florida
$480K -$62.6K -1,000 -12%
MMPW
262
Mitchell McLeod Pugh & Williams
Alabama
$479K – – –
SFC
263
SYM Financial Corp
Indiana
$476K +$41K +655 +9%
WAP
264
Wealthcare Advisory Partners
Pennsylvania
$471K +$8.82K +141 +2%
FF
265
FourThought Financial
Florida
$466K +$1.76K +28 +0.4%
WT
266
Whittier Trust
California
$461K – – –
CL
267
CIM LLC
New York
$457K -$16.4K -235 -3%
UWPG
268
Ullmann Wealth Partners Group
Florida
$442K +$1.82K +29 +0.4%
PFS
269
Prospera Financial Services
Texas
$437K +$8.89K +142 +2%
VCA
270
Verdence Capital Advisors
Maryland
$436K +$11.5K +183 +3%
WIM
271
WealthPlan Investment Management
Nebraska
$428K +$428K +5,954 New
CPO
272
Cerity Partners OCIO
New York
$427K +$11.6K +185 +3%
CWP
273
Curated Wealth Partners
California
$423K -$9.4K -150 -2%
APG
274
Abacus Planning Group
South Carolina
$422K – – –
KL
275
KWMG LLC
Kansas
$415K -$2.32K -37 -0.6%
9 10
11
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