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iShares Core S&P US Value ETF
IUSV

Overview Fund Activity

476 hedge funds and large institutions have $7.86B invested in iShares Core S&P US Value ETF in 2022 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 188 increasing their positions, 127 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
476
Holders Change
-6
Holders Change %
-1.24%
% of All Funds
8.23%
Holding in Top 10
34
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-8.11%
% of All Funds
0.59%
New
40
Increased
188
Reduced
127
Closed
41
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
$3.34B
2
Jones Financial Companies
Jones Financial Companies
Missouri
$98.5M
3
Natixis Advisors
Natixis Advisors
Massachusetts
$48.1M
4
CG
Colony Group
Massachusetts
$21.9M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$110M

Top Sellers

1
BlackRock
BlackRock
New York
$222M
2
Morgan Stanley
Morgan Stanley
New York
$479M
3
BTI
Blue Trust Inc
Georgia
$369M
4
WAOI
Wealth Advisors of Iowa
Iowa
$3.83M
5
S
SignatureFD
Georgia
$226M
Name Holding Trade Value Shares
Change 		Shares
Change %
LSPW
276
Lake Street Private Wealth
Illinois
$415K – – –
TF
277
TIAA FSB
Florida
$405K -$11K -176 -3%
FFG
278
Ford Financial Group
California
$402K -$599K -9,573 -60%
EVM
279
Eaton Vance Management
Massachusetts
$399K +$1.56K +25 +0.4%
MPW
280
Melone Private Wealth
Michigan
$392K +$522 +8 +0.1%
MCA
281
Maryland Capital Advisors
Maryland
$390K +$244K +3,903 +168%
CCMD
282
Cypress Capital Management (Delaware)
Delaware
$378K – – –
TPWA
283
TRUE Private Wealth Advisors
Oregon
$372K -$13.3K -212 -3%
RBC
284
Roble Belko & Company
Pennsylvania
$367K – – –
TWC
285
TD Waterhouse Canada
Ontario, Canada
$363K -$42.1K -655 -10%
ZIC
286
ZWJ Investment Counsel
Georgia
$348K -$20.2K -323 -5%
WA
287
Wealth Alliance
New York
$346K -$18.4K -294 -5%
LGWM
288
Litman Gregory Wealth Management
California
$345K +$345K +5,515 New
VAS
289
Vestmark Advisory Solutions
Massachusetts
$339K -$3K -48 -0.9%
BTWM
290
Baker Tilly Wealth Management
Wisconsin
$337K – – –
BFA
291
Beaumont Financial Advisors
Massachusetts
$337K +$337K +5,385 New
BFG
292
Barber Financial Group
Kansas
$335K – – –
PCIA
293
Prime Capital Investment Advisors
Kansas
$333K -$3.19K -51 -0.9%
Qube Research & Technologies (QRT)
294
Qube Research & Technologies (QRT)
United Kingdom
$332K +$318K +5,084 +2,270%
FAM
295
Forte Asset Management
New York
$331K – – –
BWM
296
Boyd Wealth Management
California
$327K -$24.7K -395 -7%
T
297
TCWP
Ohio
$327K – – –
BFS
298
Bradley Foster & Sargent
Connecticut
$326K – – –
BCM
299
BTC Capital Management
Iowa
$322K – – –
FANJ
300
Financial Architects (New Jersey)
New Jersey
$322K +$322K +5,137 New
10 11
12
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