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iShares Core S&P US Value ETF
IUSV

Overview Fund Activity

545 hedge funds and large institutions have $9.49B invested in iShares Core S&P US Value ETF in 2022 Q4 according to their latest regulatory filings, with 105 funds opening new positions, 195 increasing their positions, 145 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
545
Holders Change
+69
Holders Change %
+14.5%
% of All Funds
8.79%
Holding in Top 10
47
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+38.24%
% of All Funds
0.76%
New
105
Increased
195
Reduced
145
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
VWM
1
Venturi Wealth Management
Texas
$84.7M
2
Bank of America
2
Bank of America
North Carolina
$3.85B
3
TF
3
Trek Financial
Arizona
$50M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$37M
5
BlackRock
5
BlackRock
New York
$279M

Top Sellers

1
Natixis Advisors
1
Natixis Advisors
Massachusetts
$19.9M
2
AL
2
Aspiriant LLC
California
$163M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$116M
4
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$41.7M
5
SHGA
5
Sand Hill Global Advisors
California
$104M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFO
276
Pathstone Family Office
New Jersey
$700K +$3.39K +48 +0.5%
HNB
277
Huntington National Bank
Ohio
$698K -$212 -3 -0%
NL
278
NWAM LLC
Washington
$668K -$52.9K -749 -7%
EWM
279
Evermay Wealth Management
Virginia
$655K +$627K +8,877 +2,219%
FPAS
280
Focus Partners Advisor Solutions
Missouri
$654K -$560K -7,925 -46%
CFG
281
Carr Financial Group
Massachusetts
$651K +$651K +9,220 New
EFL
282
ERn Financial LLC
Wisconsin
$651K +$31.6K +448 +5%
Bank of Montreal
283
Bank of Montreal
Ontario, Canada
$649K +$23.5K +333 +4%
FHA
284
Flagship Harbor Advisors
Massachusetts
$638K -$31.6K -448 -5%
TWA
285
Talisman Wealth Advisors
New Jersey
$637K +$637K +9,013 New
SWA
286
Stratos Wealth Advisors
Ohio
$636K +$27.3K +386 +4%
EFS
287
Essex Financial Services
Connecticut
$632K -$2.68K -38 -0.4%
BRWA
288
B. Riley Wealth Advisors
Florida
$629K +$71K +1,005 +13%
FCM
289
Firestone Capital Management
Florida
$629K – – –
CL
290
CIM LLC
New York
$629K +$136K +1,800 +28%
HPM
291
Hoxton Planning & Management
West Virginia
$628K +$628K +8,898 New
BPA
292
Beacon Pointe Advisors
California
$615K +$33.5K +474 +6%
GT
293
Glenview Trust
Kentucky
$608K – – –
PFA
294
Pure Financial Advisors
California
$603K – – –
BWCS
295
Beirne Wealth Consulting Services
Connecticut
$602K -$14.3K -202 -2%
CWP
296
Cyndeo Wealth Partners
Florida
$597K +$597K +8,451 New
Lido Advisors
297
Lido Advisors
California
$591K – – –
WP
298
WealthSource Partners
California
$589K -$90.5K -1,282 -13%
Northern Trust
299
Northern Trust
Illinois
$587K +$9.61K +136 +2%
ICP
300
Interchange Capital Partners
Pennsylvania
$582K +$3.18K +45 +0.5%
10 11
12
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