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iShares Core S&P US Value ETF
IUSV

Overview Fund Activity

479 hedge funds and large institutions have $8.82B invested in iShares Core S&P US Value ETF in 2021 Q4 according to their latest regulatory filings, with 94 funds opening new positions, 175 increasing their positions, 114 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
479
Holders Change
+59
Holders Change %
+14.05%
% of All Funds
7.4%
Holding in Top 10
35
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+16.67%
% of All Funds
0.54%
New
94
Increased
175
Reduced
114
Closed
30
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$353M
2
BlackRock
BlackRock
New York
+$55.1M
3
Morgan Stanley
Morgan Stanley
New York
+$52.5M
4
LPL Financial
LPL Financial
California
+$30.9M
5
S
SignatureFD
Georgia
+$25M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$47M
2
RJFSA
Raymond James Financial Services Advisors
Florida
-$38.5M
3
UBS Group
UBS Group
Switzerland
-$31.2M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$11.6M
5
PBF
Petix & Botte Financial
California
-$8.65M
Name Holding Trade Value Shares
Change 		Shares
Change %
GJIC
276
Gamble Jones Investment Counsel
California
$473K +$22.7K +297 +5%
MWM
277
Modera Wealth Management
New Jersey
$470K +$64.9K +850 +16%
EFS
278
Essex Financial Services
Connecticut
$468K +$72.6K +951 +18%
JWCA
279
J.W. Cole Advisors
Florida
$462K +$462K +6,048 New
CWM
280
Collaborative Wealth Management
Florida
$458K +$458K +6,002 New
RBC
281
Roble Belko & Company
Pennsylvania
$448K – – –
BRWA
282
B. Riley Wealth Advisors
Florida
$439K +$305 +4 +0.1%
SS
283
Sunbelt Securities
Texas
$438K +$61.2K +808 +16%
SC
284
Sierra Capital
Florida
$436K – – –
CL
285
CIM LLC
New York
$435K -$44.6K -606 -9%
VCA
286
Verdence Capital Advisors
Maryland
$413K +$1.45K +19 +0.4%
CWC
287
Carolinas Wealth Consulting
North Carolina
$396K +$8.48K +111 +2%
SCM
288
SOL Capital Management
Maryland
$392K – – –
BCM
289
BTC Capital Management
Iowa
$392K – – –
BFS
290
Bradley Foster & Sargent
Connecticut
$388K – – –
QCM
291
Quest Capital Management
Texas
$386K +$386K +5,053 New
BWM
292
Brickley Wealth Management
California
$376K +$376K +4,931 New
BEI
293
Benjamin Edwards Inc
Missouri
$375K +$22.6K +296 +6%
Boston Partners
294
Boston Partners
Massachusetts
$373K +$373K +4,864 New
ClearBridge Investments
295
ClearBridge Investments
New York
$371K +$371K +4,864 New
EVM
296
Eaton Vance Management
Massachusetts
$370K +$15.3K +200 +4%
PO
297
Private Ocean
California
$369K -$7.64K -100 -2%
MCWS
298
McKinley Carter Wealth Services
West Virginia
$361K -$390K -5,106 -52%
EIP
299
Ellis Investment Partners
Pennsylvania
$361K +$1.15K +15 +0.3%
DJSG
300
D.J. St. Germain
Massachusetts
$350K -$22.9K -300 -6%
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