IUSV icon

iShares Core S&P US Value ETF

482 hedge funds and large institutions have $8.29B invested in iShares Core S&P US Value ETF in 2022 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 169 increasing their positions, 150 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
482
Holders Change
+3
Holders Change %
+0.63%
% of All Funds
8.15%
Holding in Top 10
37
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.78%
% of All Funds
0.63%
New
49
Increased
169
Reduced
150
Closed
37
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
EVM
276
Eaton Vance Management
Massachusetts
$425K +$101K +1,505 +31%
TPWA
277
TRUE Private Wealth Advisors
Oregon
$412K +$134 +2 +0%
MPW
278
Melone Private Wealth
Michigan
$406K +$1.15K +17 +0.3%
CCMD
279
Cypress Capital Management (Delaware)
Delaware
$404K -$6.68K -100 -2%
ZIC
280
ZWJ Investment Counsel
Georgia
$393K +$195K +2,911 +98%
RBC
281
Roble Belko & Company
Pennsylvania
$392K
WA
282
Wealth Alliance
New York
$389K -$266K -3,976 -41%
BWM
283
Boyd Wealth Management
California
$376K +$376K +5,626 New
BFC
284
Bedel Financial Consulting
Indiana
$368K +$99.3K +1,485 +37%
VAS
285
Vestmark Advisory Solutions
Massachusetts
$366K +$2.81K +42 +0.8%
BTWM
286
Baker Tilly Wealth Management
Wisconsin
$360K -$67.8K -1,012 -16%
MP
287
McDonald Partners
Ohio
$360K
PCIA
288
Prime Capital Investment Advisors
Kansas
$359K +$359K +5,369 New
BFG
289
Barber Financial Group
Kansas
$358K -$218K -3,251 -38%
FAM
290
Forte Asset Management
New York
$354K +$354K +5,288 New
BFS
291
Bradley Foster & Sargent
Connecticut
$349K +$15K +224 +4%
T
292
TCWP
Ohio
$349K +$81.1K +1,215 +30%
BCM
293
BTC Capital Management
Iowa
$344K
SCM
294
SOL Capital Management
Maryland
$343K
CCM
295
Cutler Capital Management
Massachusetts
$341K +$341K +5,100 New
IC
296
IEQ Capital
California
$339K
JWCA
297
J.W. Cole Advisors
Florida
$337K -$21.6K -323 -6%
TFA
298
Triad Financial Advisors
North Carolina
$334K -$25.4K -379 -7%
BEI
299
Benjamin Edwards Inc
Missouri
$324K -$27K -403 -8%
PO
300
Private Ocean
California
$323K