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iShares Core S&P US Value ETF
IUSV

Overview Fund Activity

548 hedge funds and large institutions have $9.76B invested in iShares Core S&P US Value ETF in 2023 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 171 increasing their positions, 208 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
548
Holders Change
+3
Holders Change %
+0.55%
% of All Funds
8.77%
Holding in Top 10
45
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-4.26%
% of All Funds
0.72%
New
61
Increased
171
Reduced
208
Closed
46
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MWM
Modera Wealth Management
New Jersey
+$53M
2
JPMPWA
J.P. Morgan Private Wealth Advisors
California
+$42.6M
3
GFA
Gallagher Fiduciary Advisors
Illinois
+$30.4M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$27.7M
5
FHB
First Hawaiian Bank
Hawaii
+$13.8M

Top Sellers

1
BlackRock
BlackRock
New York
-$41.4M
2
VWM
Venturi Wealth Management
Texas
-$40.8M
3
Bank of America
Bank of America
North Carolina
-$37.6M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$37M
5
TF
Trek Financial
Arizona
-$30.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFG
276
Carr Financial Group
Massachusetts
$675K -$4.94K -67 -0.7%
SWA
277
Stratos Wealth Advisors
Ohio
$670K +$4.72K +64 +0.7%
TWA
278
Talisman Wealth Advisors
New Jersey
$667K +$1.77K +24 +0.3%
SFS
279
Strategic Financial Services
New York
$665K +$449K +6,079 +208%
IC
280
IEQ Capital
California
$661K -$196K -2,651 -23%
BOM
281
Bank of Marin
California
$660K -$169K -2,292 -20%
FCM
282
Firestone Capital Management
Florida
$657K – – –
BRWA
283
B. Riley Wealth Advisors
Florida
$644K -$13.4K -181 -2%
Kovitz Investment Group Partners
284
Kovitz Investment Group Partners
Illinois
$635K -$269K -3,642 -30%
GT
285
Glenview Trust
Kentucky
$632K -$3.1K -42 -0.5%
PFA
286
Pure Financial Advisors
California
$630K – – –
PIA
287
Perennial Investment Advisors
California
$619K +$619K +8,394 New
WP
288
WealthSource Partners
California
$615K – – –
FHA
289
Flagship Harbor Advisors
Massachusetts
$614K -$52.4K -710 -8%
ICP
290
Interchange Capital Partners
Pennsylvania
$611K +$2.66K +36 +0.4%
DCM
291
Disciplina Capital Management
Tennessee
$597K +$16.5K +223 +3%
BPA
292
Beacon Pointe Advisors
California
$597K -$45.5K -617 -7%
CFGS
293
Concourse Financial Group Securities
Alabama
$596K +$319K +4,325 +115%
FA
294
FDx Advisors
Illinois
$582K – – –
SFC
295
SYM Financial Corp
Indiana
$581K +$47.2K +640 +9%
CL
296
CIM LLC
New York
$580K -$35.3K -478 -6%
KHC
297
Koesten Hirschmann & Crabtree
Kansas
$571K – – –
LRWA
298
Long Run Wealth Advisors
New York
$569K -$7.95M -107,744 -93%
GIA
299
Gladstone Institutional Advisory
Florida
$565K -$28.3K -384 -5%
MMPW
300
Mitchell McLeod Pugh & Williams
Alabama
$565K – – –
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