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iShares Core S&P US Value ETF
IUSV

Overview Fund Activity

573 hedge funds and large institutions have $10.6B invested in iShares Core S&P US Value ETF in 2023 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 172 increasing their positions, 197 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
573
Holders Change
+25
Holders Change %
+4.56%
% of All Funds
9.04%
Holding in Top 10
46
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.22%
% of All Funds
0.73%
New
56
Increased
172
Reduced
197
Closed
28
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$114M
2
IAN
Integrated Advisors Network
Texas
+$33.1M
3
Jones Financial Companies
Jones Financial Companies
Missouri
+$25.2M
4
BPA
Beacon Pointe Advisors
California
+$22.8M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$15.7M

Top Sellers

1
SHGA
Sand Hill Global Advisors
California
-$116M
2
HighTower Advisors
HighTower Advisors
Illinois
-$14.2M
3
BlackRock
BlackRock
New York
-$13.4M
4
LPL Financial
LPL Financial
California
-$12.8M
5
BIM
Bullseye Investment Management
Ohio
-$11.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
TWA
276
Talisman Wealth Advisors
New Jersey
$730K +$22.5K +288 +3%
BRWA
277
B. Riley Wealth Advisors
Florida
$716K +$33.9K +433 +5%
Bank of Montreal
278
Bank of Montreal
Ontario, Canada
$715K -$3.68K -47 -0.5%
AWM
279
Alterna Wealth Management
Texas
$709K -$261K -3,331 -27%
FCM
280
Firestone Capital Management
Florida
$709K – – –
IC
281
IEQ Capital
California
$702K +$548 +7 +0.1%
SWA
282
Stratos Wealth Advisors
Ohio
$701K -$8.84K -113 -1%
BOM
283
Bank of Marin
California
$686K -$13.9K -178 -2%
BWM
284
Boyd Wealth Management
California
$682K -$66.9K -855 -9%
GT
285
Glenview Trust
Kentucky
$671K – – –
PFA
286
Pure Financial Advisors
California
$668K – – –
PIA
287
Perennial Investment Advisors
California
$663K +$5.64K +72 +0.9%
TRCT
288
Tower Research Capital (TRC)
New York
$658K -$1.22M -15,588 -65%
Kovitz Investment Group Partners
289
Kovitz Investment Group Partners
Illinois
$655K -$19.3K -246 -3%
WP
290
WealthSource Partners
California
$653K +$78 +1 +0%
ICP
291
Interchange Capital Partners
Pennsylvania
$648K +$548 +7 +0.1%
FA
292
FDx Advisors
Illinois
$648K +$3.36K +43 +0.5%
GIA
293
Gladstone Institutional Advisory
Florida
$608K +$8.37K +107 +1%
SFC
294
SYM Financial Corp
Indiana
$604K -$13K -166 -2%
CIC
295
Carnegie Investment Counsel
Ohio
$600K -$239K -3,048 -28%
MMPW
296
Mitchell McLeod Pugh & Williams
Alabama
$599K – – –
Millennium Management
297
Millennium Management
New York
$597K +$597K +7,634 New
DJSG
298
D.J. St. Germain
Massachusetts
$594K +$594K +7,590 New
VCA
299
Verdence Capital Advisors
Maryland
$580K +$1.41K +18 +0.2%
TWC
300
TD Waterhouse Canada
Ontario, Canada
$579K +$173K +2,213 +43%
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