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iShares Core S&P US Value ETF
IUSV

Overview Fund Activity

545 hedge funds and large institutions have $9.49B invested in iShares Core S&P US Value ETF in 2022 Q4 according to their latest regulatory filings, with 105 funds opening new positions, 195 increasing their positions, 145 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
545
Holders Change
+69
Holders Change %
+14.5%
% of All Funds
8.79%
Holding in Top 10
47
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+38.24%
% of All Funds
0.76%
New
105
Increased
195
Reduced
145
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
VWM
1
Venturi Wealth Management
Texas
$84.7M
2
Bank of America
2
Bank of America
North Carolina
$3.85B
3
TF
3
Trek Financial
Arizona
$50M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$37M
5
BlackRock
5
BlackRock
New York
$279M

Top Sellers

1
Natixis Advisors
1
Natixis Advisors
Massachusetts
$19.9M
2
AL
2
Aspiriant LLC
California
$163M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$116M
4
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$41.7M
5
SHGA
5
Sand Hill Global Advisors
California
$104M
Name Holding Trade Value Shares
Change 		Shares
Change %
FA
301
FDx Advisors
Illinois
$582K +$3.11K +44 +0.5%
CIBC Private Wealth Group
302
CIBC Private Wealth Group
Georgia
$571K +$571K +1,640 New
GIA
303
Gladstone Institutional Advisory
Florida
$568K -$4.52K -64 -0.8%
DCM
304
Disciplina Capital Management
Tennessee
$556K -$127K -1,803 -19%
BWM
305
Boyd Wealth Management
California
$554K +$184K +2,612 +50%
KHC
306
Koesten Hirschmann & Crabtree
Kansas
$547K +$547K +7,740 New
MMPW
307
Mitchell McLeod Pugh & Williams
Alabama
$541K – – –
WT
308
Whittier Trust
California
$520K – – –
Koshinski Asset Management
309
Koshinski Asset Management
Illinois
$520K +$520K +7,359 New
CWC
310
Carolinas Wealth Consulting
North Carolina
$517K +$184K +2,611 +55%
SFC
311
SYM Financial Corp
Indiana
$511K -$25.4K -359 -5%
FFP
312
FourThought Financial Partners
Florida
$506K +$506K +7,157 New
NRI
313
NFP Retirement Inc
California
$505K -$191K -2,701 -27%
VCA
314
Verdence Capital Advisors
Maryland
$504K +$12.6K +179 +3%
WAP
315
Wealthcare Advisory Partners
Pennsylvania
$503K -$29K -410 -5%
RJT
316
Raymond James Trust
Florida
$502K -$39.5K -559 -7%
UWPG
317
Ullmann Wealth Partners Group
Florida
$500K +$1.7K +24 +0.3%
VAS
318
Vestmark Advisory Solutions
Massachusetts
$490K +$107K +1,512 +28%
PFS
319
Prospera Financial Services
Texas
$487K -$6.15K -87 -1%
SAG
320
SageView Advisory Group
California
$480K +$480K +6,790 New
CWP
321
Curated Wealth Partners
California
$477K – – –
CPO
322
Cerity Partners OCIO
New York
$476K -$4.73K -67 -1%
APG
323
Abacus Planning Group
South Carolina
$476K – – –
LSPW
324
Lake Street Private Wealth
Illinois
$468K +$283 +4 +0.1%
BFWA
325
Benchmark Financial Wealth Advisors
Florida
$467K -$142K -2,012 -23%
11 12
13
14 15