IUSV icon

iShares Core S&P US Value ETF
IUSV

Overview Fund Activity

548 hedge funds and large institutions have $9.76B invested in iShares Core S&P US Value ETF in 2023 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 171 increasing their positions, 208 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
548
Holders Change
+3
Holders Change %
+0.55%
% of All Funds
8.77%
Holding in Top 10
45
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-4.26%
% of All Funds
0.72%
New
61
Increased
171
Reduced
208
Closed
46
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MWM
Modera Wealth Management
New Jersey
+$53M
2
JPMPWA
J.P. Morgan Private Wealth Advisors
California
+$42.6M
3
GFA
Gallagher Fiduciary Advisors
Illinois
+$30.4M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$27.7M
5
FHB
First Hawaiian Bank
Hawaii
+$13.8M

Top Sellers

1
BlackRock
BlackRock
New York
-$41.4M
2
VWM
Venturi Wealth Management
Texas
-$40.8M
3
Bank of America
Bank of America
North Carolina
-$37.6M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$37M
5
TF
Trek Financial
Arizona
-$30.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCM
251
Seascape Capital Management
New Hampshire
$884K -$277K -3,747 -24%
KCM
252
KM Capital Management
Texas
$883K +$1.62K +22 +0.2%
EIA
253
Eldridge Investment Advisors
New Hampshire
$873K +$109K +1,480 +14%
SW
254
SVB Wealth
Massachusetts
$863K -$311K -4,211 -26%
WA
255
Waverly Advisors
Alabama
$853K -$13.6K -185 -2%
FA
256
Flagstar Advisors
New York
$840K +$3.91K +53 +0.5%
ATC
257
Argent Trust Co
Tennessee
$819K – – –
CAM
258
Cozad Asset Management
Illinois
$816K – – –
BAM
259
Baldrige Asset Management
Pennsylvania
$814K -$13K -176 -2%
RRA
260
Round Rock Advisors
Connecticut
$809K – – –
CCM
261
Coldstream Capital Management
Washington
$791K -$15.3K -207 -2%
CIC
262
Carnegie Investment Counsel
Ohio
$790K -$166K -2,249 -17%
FTS
263
Fifth Third Securities
Ohio
$788K +$40.6K +550 +5%
JWA
264
JFS Wealth Advisors
Pennsylvania
$772K -$22.2K -301 -3%
HNB
265
Huntington National Bank
Ohio
$760K +$30.4K +412 +4%
EFS
266
Essex Financial Services
Connecticut
$752K +$91K +1,233 +14%
CFO
267
Collective Family Office
Pennsylvania
$752K – – –
GVAG
268
Great Valley Advisor Group
Delaware
$749K +$1.11K +15 +0.1%
Franklin Resources
269
Franklin Resources
California
$747K +$747K +10,118 New
SS
270
Sunbelt Securities
Texas
$730K -$530K -7,284 -42%
EFL
271
ERn Financial LLC
Wisconsin
$720K +$40.7K +551 +6%
MGIA
272
Moneta Group Investment Advisors
Missouri
$711K +$10.8K +146 +2%
BWM
273
Boyd Wealth Management
California
$706K +$128K +1,732 +22%
NL
274
NWAM LLC
Washington
$689K -$9.22K -125 -1%
Bank of Montreal
275
Bank of Montreal
Ontario, Canada
$676K -$1.18K -16 -0.2%
9 10
11
12 13