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iShares Core S&P US Value ETF
IUSV

Overview Fund Activity

566 hedge funds and large institutions have $9.98B invested in iShares Core S&P US Value ETF in 2023 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 177 increasing their positions, 176 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
566
Holders Change
-7
Holders Change %
-1.22%
% of All Funds
9.02%
Holding in Top 10
42
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-8.7%
% of All Funds
0.67%
New
45
Increased
177
Reduced
176
Closed
45
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$48.1M
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$24.1M
3
Jones Financial Companies
Jones Financial Companies
Missouri
+$22.2M
4
VWM
Venturi Wealth Management
Texas
+$21.4M
5
Charles Schwab
Charles Schwab
California
+$18.7M

Top Sellers

1
BlackRock
BlackRock
New York
-$220M
2
ERFOTCOFW
Employees Retirement Fund of the City of Fort Worth
Texas
-$45.4M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$38.4M
4
IAN
Integrated Advisors Network
Texas
-$17.5M
5
BTI
Blue Trust Inc
Georgia
-$14.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
FPAS
251
Focus Partners Advisor Solutions
Missouri
$937K -$127K -1,703 -12%
FA
252
Fortis Advisors
Pennsylvania
$935K – – –
CFG
253
Carr Financial Group
Massachusetts
$925K – – –
TI
254
Trexquant Investment
Connecticut
$895K +$411K +5,506 +85%
WPC
255
Wedmont Private Capital
Pennsylvania
$894K +$894K +11,983 New
KIA
256
KCM Investment Advisors
California
$891K -$18.7K -250 -2%
CB
257
Commerce Bank
Missouri
$886K -$63.5K -851 -7%
NFG
258
Nations Financial Group
Iowa
$884K -$14.1K -189 -2%
Deutsche Bank
259
Deutsche Bank
Germany
$866K +$866K +11,602 New
WA
260
Waverly Advisors
Alabama
$863K – – –
AWM
261
Alterna Wealth Management
Texas
$844K +$168K +2,247 +25%
EFS
262
Essex Financial Services
Connecticut
$829K +$14.9K +200 +2%
EIA
263
Eldridge Investment Advisors
New Hampshire
$829K +$5.97K +80 +0.7%
ATC
264
Argent Trust Co
Tennessee
$828K – – –
CAM
265
Cozad Asset Management
Illinois
$826K – – –
FA
266
Flagstar Advisors
New York
$825K -$7.36K -98 -0.9%
SFG
267
Sovereign Financial Group
Connecticut
$810K -$78.3K -1,049 -9%
RRA
268
Round Rock Advisors
Connecticut
$800K -$17.9K -240 -2%
YIH
269
Y-Intercept (HK)
Hong Kong
$787K +$558K +7,475 +243%
HNB
270
Huntington National Bank
Ohio
$785K +$34.8K +466 +5%
JWA
271
JFS Wealth Advisors
Pennsylvania
$781K – – –
FA
272
FDx Advisors
Illinois
$770K +$152K +2,036 +25%
CCM
273
Coldstream Capital Management
Washington
$755K -$45.3K -607 -6%
SCM
274
Seascape Capital Management
New Hampshire
$744K – – –
NL
275
NWAM LLC
Washington
$717K -$28.1K -376 -4%
9 10
11
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