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iShares Core S&P US Value ETF
IUSV

Overview Fund Activity

476 hedge funds and large institutions have $7.86B invested in iShares Core S&P US Value ETF in 2022 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 188 increasing their positions, 127 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
476
Holders Change
-6
Holders Change %
-1.24%
% of All Funds
8.23%
Holding in Top 10
34
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-8.11%
% of All Funds
0.59%
New
40
Increased
188
Reduced
127
Closed
41
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
$3.34B
2
Jones Financial Companies
Jones Financial Companies
Missouri
$98.5M
3
Natixis Advisors
Natixis Advisors
Massachusetts
$48.1M
4
CG
Colony Group
Massachusetts
$21.9M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$110M

Top Sellers

1
BlackRock
BlackRock
New York
$222M
2
Morgan Stanley
Morgan Stanley
New York
$479M
3
BTI
Blue Trust Inc
Georgia
$369M
4
WAOI
Wealth Advisors of Iowa
Iowa
$3.83M
5
S
SignatureFD
Georgia
$226M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCM
301
SOL Capital Management
Maryland
$321K – – –
CCM
302
Cutler Capital Management
Massachusetts
$319K – – –
IC
303
IEQ Capital
California
$317K – – –
JWCA
304
J.W. Cole Advisors
Florida
$316K +$438 +7 +0.1%
TFA
305
Triad Financial Advisors
North Carolina
$312K – – –
PFGIA
306
Patriot Financial Group Insurance Agency
Massachusetts
$310K +$244K +3,898 +368%
DJSG
307
D.J. St. Germain
Massachusetts
$307K – – –
NIG
308
NFJ Investment Group
Texas
$306K +$200K +13,449 +188%
AWM
309
Apollon Wealth Management
South Carolina
$304K +$304K +4,855 New
PO
310
Private Ocean
California
$302K -$63 -1 -0%
ZIM
311
Zacks Investment Management
Illinois
$302K – – –
EIP
312
Ellis Investment Partners
Pennsylvania
$299K +$1.38K +22 +0.5%
IA
313
IFG Advisory
Georgia
$297K +$82.5K +1,319 +38%
BEI
314
Benjamin Edwards Inc
Missouri
$296K -$6.5K -104 -2%
CWC
315
Carolinas Wealth Consulting
North Carolina
$295K +$63 +1 +0%
MCM
316
MAI Capital Management
Ohio
$292K +$14.2K +227 +5%
V
317
Veritable
Delaware
$288K -$5.95K -95 -2%
PA
318
Paragon Advisors
Texas
$288K +$288K +4,605 New
IAG
319
Investment Advisory Group
Massachusetts
$285K – – –
LF
320
Lantz Financial
Illinois
$283K +$283K +4,517 New
WCM
321
Windham Capital Management
Massachusetts
$282K – – –
BFC
322
Bedel Financial Consulting
Indiana
$281K -$104K -1,485 -27%
CAG
323
Csenge Advisory Group
Florida
$277K -$451K -7,197 -62%
RTS
324
Round Table Services
New Jersey
$276K – – –
BCA
325
Bay Colony Advisors
Massachusetts
$276K +$501 +8 +0.2%
11 12
13
14 15