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iShares Core S&P US Value ETF
IUSV

Overview Fund Activity

479 hedge funds and large institutions have $8.98B invested in iShares Core S&P US Value ETF in 2022 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 188 increasing their positions, 129 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
479
Holders Change
–
Holders Change %
0%
% of All Funds
7.58%
Holding in Top 10
36
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.86%
% of All Funds
0.57%
New
48
Increased
188
Reduced
129
Closed
41
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SHGA
Sand Hill Global Advisors
California
$120M
2
SG
StoneX Group
New York
$46.2M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$420M
4
LPL Financial
LPL Financial
California
$872M
5
Morgan Stanley
Morgan Stanley
New York
$624M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$3.94B
2
BlackRock
BlackRock
New York
$41.4M
3
SRA
Summit Rock Advisors
New York
$0
4
RJA
Raymond James & Associates
Florida
$20.7M
5
IAN
Integrated Advisors Network
Texas
$2.17M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCMD
276
Cypress Capital Management (Delaware)
Delaware
$466K -$36K -475 -7%
BRWA
277
B. Riley Wealth Advisors
Florida
$463K +$26.9K +354 +6%
TPWA
278
TRUE Private Wealth Advisors
Oregon
$458K -$280K -3,761 -38%
RBC
279
Roble Belko & Company
Pennsylvania
$445K – – –
MPW
280
Melone Private Wealth
Michigan
$444K -$42K -566 -9%
VCA
281
Verdence Capital Advisors
Maryland
$435K +$24.2K +319 +6%
SC
282
Sierra Capital
Florida
$433K – – –
CL
283
CIM LLC
New York
$423K -$23K -305 -5%
VAS
284
Vestmark Advisory Solutions
Massachusetts
$412K -$95.1K -1,253 -19%
MP
285
McDonald Partners
Ohio
$409K +$409K +5,388 New
TFA
286
Triad Financial Advisors
North Carolina
$407K -$82.3K -1,086 -17%
JWCA
287
J.W. Cole Advisors
Florida
$407K -$51.5K -679 -11%
BEI
288
Benjamin Edwards Inc
Missouri
$398K +$24.6K +324 +7%
BCM
289
BTC Capital Management
Iowa
$390K – – –
SCM
290
SOL Capital Management
Maryland
$389K – – –
IC
291
IEQ Capital
California
$385K +$97.4K +1,282 +34%
FANJ
292
Financial Architects (New Jersey)
New Jersey
$381K +$51.4K +677 +16%
BFS
293
Bradley Foster & Sargent
Connecticut
$378K -$7.58K -100 -2%
EVM
294
Eaton Vance Management
Massachusetts
$368K – – –
PO
295
Private Ocean
California
$366K +$76 +1 +0%
EIP
296
Ellis Investment Partners
Pennsylvania
$359K +$757 +10 +0.2%
MCWS
297
McKinley Carter Wealth Services
West Virginia
$358K – – –
SS
298
Sunbelt Securities
Texas
$357K -$87K -1,133 -20%
LFG
299
Larson Financial Group
Missouri
$353K +$266K +3,511 +307%
Renaissance Technologies
300
Renaissance Technologies
New York
$349K -$1.75M -23,000 -83%
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