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iShares Core S&P US Value ETF
IUSV

Overview Fund Activity

545 hedge funds and large institutions have $9.49B invested in iShares Core S&P US Value ETF in 2022 Q4 according to their latest regulatory filings, with 105 funds opening new positions, 195 increasing their positions, 145 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
545
Holders Change
+69
Holders Change %
+14.5%
% of All Funds
8.79%
Holding in Top 10
47
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+38.24%
% of All Funds
0.76%
New
105
Increased
195
Reduced
145
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
VWM
Venturi Wealth Management
Texas
$84.7M
2
Bank of America
Bank of America
North Carolina
$3.85B
3
TF
Trek Financial
Arizona
$50M
4
Bank of New York Mellon
Bank of New York Mellon
New York
$37M
5
BlackRock
BlackRock
New York
$279M

Top Sellers

1
Natixis Advisors
Natixis Advisors
Massachusetts
$19.9M
2
AL
Aspiriant LLC
California
$163M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$116M
4
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$41.7M
5
SHGA
Sand Hill Global Advisors
California
$104M
Name Holding Trade Value Shares
Change 		Shares
Change %
KIA
251
KCM Investment Advisors
California
$861K +$861K +12,185 New
NFG
252
Nations Financial Group
Iowa
$847K +$5.51K +78 +0.7%
TRCT
253
Tower Research Capital (TRC)
New York
$847K +$847K +11,983 +171,186%
KCM
254
KM Capital Management
Texas
$844K +$844K +11,951 New
WA
255
Waverly Advisors
Alabama
$830K -$24.4K -346 -3%
IC
256
IEQ Capital
California
$820K +$462K +6,540 +129%
FA
257
Flagstar Advisors
New York
$801K +$777 +11 +0.1%
BOM
258
Bank of Marin
California
$794K -$1.98K -28 -0.2%
BAM
259
Baldrige Asset Management
Pennsylvania
$792K -$10.2K -145 -1%
EWM
260
Endowment Wealth Management
Wisconsin
$788K +$182K +2,575 +30%
ATC
261
Argent Trust Co
Tennessee
$784K +$12.2K +173 +2%
CAM
262
Cozad Asset Management
Illinois
$782K – – –
PA
263
Parallel Advisors
California
$781K +$212 +3 +0%
RRA
264
Round Rock Advisors
Connecticut
$774K +$21.7K +307 +3%
CCM
265
Coldstream Capital Management
Washington
$772K +$772K +10,929 New
OAM
266
Oppenheimer Asset Management
New York
$762K +$762K +10,791 New
JWA
267
JFS Wealth Advisors
Pennsylvania
$761K – – –
PA
268
PFG Advisors
Arizona
$733K +$8.83K +125 +1%
EIA
269
Eldridge Investment Advisors
New Hampshire
$731K -$8.69K -123 -1%
GJIC
270
Gamble Jones Investment Counsel
California
$730K -$6.22K -88 -0.8%
ClearBridge Investments
271
ClearBridge Investments
New York
$722K +$722K +10,224 New
CFO
272
Collective Family Office
Pennsylvania
$720K +$720K +10,188 New
MGIA
273
Moneta Group Investment Advisors
Missouri
$719K -$42.1K -556 -6%
GVAG
274
Great Valley Advisor Group
Delaware
$716K -$8.97K -127 -1%
FTS
275
Fifth Third Securities
Ohio
$716K +$43.3K +613 +6%
9 10
11
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