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iShares Core S&P US Value ETF
IUSV

Overview Fund Activity

482 hedge funds and large institutions have $8.29B invested in iShares Core S&P US Value ETF in 2022 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 169 increasing their positions, 150 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
482
Holders Change
+3
Holders Change %
+0.63%
% of All Funds
8.15%
Holding in Top 10
37
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.78%
% of All Funds
0.63%
New
49
Increased
169
Reduced
150
Closed
37
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BlackRock
BlackRock
New York
+$260M
2
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$23.7M
3
Natixis Advisors
Natixis Advisors
Massachusetts
+$12.9M
4
F
F3Logic
Minnesota
+$10.4M
5
Morgan Stanley
Morgan Stanley
New York
+$9.47M

Top Sellers

1
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$368M
2
SG
StoneX Group
New York
-$46.2M
3
CG
Colony Group
Massachusetts
-$21.5M
4
PBF
Petix & Botte Financial
California
-$9.85M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$8.29M
Name Holding Trade Value Shares
Change 		Shares
Change %
ZIM
301
Zacks Investment Management
Illinois
$322K +$82.6K +1,236 +35%
EIP
302
Easterly Investment Partners
Massachusetts
$321K +$321K +4,806 New
EIP
303
Ellis Investment Partners
Pennsylvania
$317K +$934 +14 +0.3%
CWC
304
Carolinas Wealth Consulting
North Carolina
$315K +$7.77K +116 +3%
ARC
305
Advisor Resource Council
Texas
$315K +$315K +4,717 New
V
306
Veritable
Delaware
$314K +$12K +179 +4%
BPA
307
Beacon Pointe Advisors
California
$312K -$322K -4,834 -51%
PCMC
308
Private Capital Management (Colorado)
Colorado
$312K – – –
BCA
309
Bay Colony Advisors
Massachusetts
$312K +$28.4K +401 +10%
SS
310
Sunbelt Securities
Texas
$307K -$4.08K -61 -1%
DJSG
311
D.J. St. Germain
Massachusetts
$307K – – –
IAG
312
Investment Advisory Group
Massachusetts
$306K – – –
MCWS
313
McKinley Carter Wealth Services
West Virginia
$301K -$15.1K -226 -5%
WCM
314
Windham Capital Management
Massachusetts
$301K – – –
MCM
315
MAI Capital Management
Ohio
$297K -$417K -6,228 -58%
KAM
316
Kraft Asset Management
Tennessee
$296K +$296K +4,419 New
RTS
317
Round Table Services
New Jersey
$295K -$313K -4,679 -51%
SWM
318
SFG Wealth Management
Maryland
$294K +$28.1K +420 +11%
BCI
319
Brinker Capital Investments
Pennsylvania
$292K +$108K +1,612 +58%
B
320
Bellecapital
Switzerland
$287K – – –
CRI
321
Colonial River Investments
Virginia
$281K -$13.9K -208 -5%
BWCS
322
Beirne Wealth Consulting Services
Connecticut
$274K +$274K +4,101 New
DADC
323
D.A. Davidson & Co
Montana
$270K +$3.88K +58 +1%
EW
324
Emerson Wealth
Michigan
$267K +$267K +3,992 New
HWA
325
Hilltop Wealth Advisors
North Carolina
$264K +$264K +3,941 New
11 12
13
14 15