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iShares Core S&P US Value ETF
IUSV

Overview Fund Activity

479 hedge funds and large institutions have $8.82B invested in iShares Core S&P US Value ETF in 2021 Q4 according to their latest regulatory filings, with 94 funds opening new positions, 175 increasing their positions, 114 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
479
Holders Change
+59
Holders Change %
+14.05%
% of All Funds
7.4%
Holding in Top 10
35
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+16.67%
% of All Funds
0.54%
New
94
Increased
175
Reduced
114
Closed
30
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$353M
2
BlackRock
BlackRock
New York
+$55.1M
3
Morgan Stanley
Morgan Stanley
New York
+$52.5M
4
LPL Financial
LPL Financial
California
+$30.9M
5
S
SignatureFD
Georgia
+$25M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$47M
2
RJFSA
Raymond James Financial Services Advisors
Florida
-$38.5M
3
UBS Group
UBS Group
Switzerland
-$31.2M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$11.6M
5
PBF
Petix & Botte Financial
California
-$8.65M
Name Holding Trade Value Shares
Change 		Shares
Change %
WCM
301
Windham Capital Management
Massachusetts
$344K – – –
IAG
302
Investment Advisory Group
Massachusetts
$344K +$344K +4,558 New
V
303
Veritable
Delaware
$340K -$3.89K -51 -1%
CA
304
Claro Advisors
Massachusetts
$336K +$336K +4,399 New
CRI
305
Colonial River Investments
Virginia
$335K +$335K +4,393 New
FANJ
306
Financial Architects (New Jersey)
New Jersey
$332K -$1.45K -19 -0.4%
B
307
Bellecapital
Switzerland
$328K – – –
Kovitz Investment Group Partners
308
Kovitz Investment Group Partners
Illinois
$327K +$327K +5,255 New
CS
309
Comerica Securities
Michigan
$322K -$33.2K -436 -9%
ARC
310
Advisor Resource Council
Texas
$322K +$322K +4,226 New
PWM
311
PBMares Wealth Management
Virginia
$321K -$100K -1,315 -24%
YIH
312
Y-Intercept (HK)
Hong Kong
$311K +$311K +4,079 New
BFC
313
Bedel Financial Consulting
Indiana
$307K – – –
BCA
314
Bay Colony Advisors
Massachusetts
$305K +$382 +5 +0.1%
DADC
315
D.A. Davidson & Co
Montana
$303K – – –
SWM
316
SFG Wealth Management
Maryland
$302K +$302K +3,956 New
ODIJL
317
One Day In July LLC
Vermont
$301K +$301K +3,937 New
VAM
318
Verity Asset Management
North Carolina
$300K +$38.3K +502 +15%
MIA
319
MMBG Investment Advisors
Florida
$299K +$299K +3,919 New
MIAS
320
Mason Investment Advisory Services
Virginia
$298K – – –
SSWM
321
Sheets Smith Wealth Management
North Carolina
$297K +$994 +13 +0.3%
SC
322
Scotia Capital
Ontario, Canada
$294K -$5.04K -66 -2%
CL
323
Choreo LLC
Illinois
$292K +$292K +3,830 New
IC
324
IEQ Capital
California
$289K +$289K +3,787 New
CWP
325
Curated Wealth Partners
California
$286K – – –
11 12
13
14 15