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iShares Core S&P US Value ETF
IUSV

Overview Fund Activity

548 hedge funds and large institutions have $9.76B invested in iShares Core S&P US Value ETF in 2023 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 171 increasing their positions, 208 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
548
Holders Change
+3
Holders Change %
+0.55%
% of All Funds
8.77%
Holding in Top 10
45
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-4.26%
% of All Funds
0.72%
New
61
Increased
171
Reduced
208
Closed
46
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MWM
Modera Wealth Management
New Jersey
+$53M
2
JPMPWA
J.P. Morgan Private Wealth Advisors
California
+$42.6M
3
GFA
Gallagher Fiduciary Advisors
Illinois
+$30.4M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$27.7M
5
FHB
First Hawaiian Bank
Hawaii
+$13.8M

Top Sellers

1
BlackRock
BlackRock
New York
-$41.4M
2
VWM
Venturi Wealth Management
Texas
-$40.8M
3
Bank of America
Bank of America
North Carolina
-$37.6M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$37M
5
TF
Trek Financial
Arizona
-$30.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
Northern Trust
301
Northern Trust
Illinois
$550K -$62.3K -844 -10%
BWCS
302
Beirne Wealth Consulting Services
Connecticut
$546K -$83.3K -1,129 -13%
VCA
303
Verdence Capital Advisors
Maryland
$545K +$18.7K +254 +4%
BFG
304
Barber Financial Group
Kansas
$545K +$166K +2,255 +44%
WT
305
Whittier Trust
California
$543K – – –
Koshinski Asset Management
306
Koshinski Asset Management
Illinois
$543K – – –
HPM
307
Hoxton Planning & Management
West Virginia
$537K -$119K -1,616 -18%
CWC
308
Carolinas Wealth Consulting
North Carolina
$535K -$4.35K -59 -0.8%
WAP
309
Wealthcare Advisory Partners
Pennsylvania
$526K +$664 +9 +0.1%
UWPG
310
Ullmann Wealth Partners Group
Florida
$524K +$1.4K +19 +0.3%
USCWA
311
U.S. Capital Wealth Advisors
Texas
$523K -$622K -8,427 -54%
CWP
312
Cyndeo Wealth Partners
Florida
$523K -$101K -1,367 -16%
SL
313
SWMG LLC
Texas
$518K -$513K -6,955 -50%
NRI
314
NFP Retirement Inc
California
$508K -$19.6K -265 -4%
CWP
315
Curated Wealth Partners
California
$498K – – –
CAM
316
CPA Asset Management
Florida
$497K +$497K +6,741 New
APG
317
Abacus Planning Group
South Carolina
$497K – – –
Citadel Advisors
318
Citadel Advisors
Florida
$486K -$1.19M -16,064 -71%
LSPW
319
Lake Street Private Wealth
Illinois
$483K -$6.49K -88 -1%
PFS
320
Prospera Financial Services
Texas
$469K -$39.8K -539 -8%
VFA
321
Valeo Financial Advisors
Indiana
$467K +$214K +2,902 +85%
ODIJL
322
One Day In July LLC
Vermont
$466K +$48.8K +661 +12%
VAM
323
Verity Asset Management
North Carolina
$454K +$26.6K +361 +6%
MWM
324
Meridian Wealth Management
Kentucky
$452K +$452K +6,126 New
ESB
325
Essex Savings Bank
Connecticut
$452K +$74.5K +1,010 +20%
11 12
13
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