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iShares Core S&P US Value ETF
IUSV

Overview Fund Activity

573 hedge funds and large institutions have $10.6B invested in iShares Core S&P US Value ETF in 2023 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 172 increasing their positions, 197 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
573
Holders Change
+25
Holders Change %
+4.56%
% of All Funds
9.04%
Holding in Top 10
46
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.22%
% of All Funds
0.73%
New
56
Increased
172
Reduced
197
Closed
28
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$114M
2
IAN
Integrated Advisors Network
Texas
+$33.1M
3
Jones Financial Companies
Jones Financial Companies
Missouri
+$25.2M
4
BPA
Beacon Pointe Advisors
California
+$22.8M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$15.7M

Top Sellers

1
SHGA
Sand Hill Global Advisors
California
-$116M
2
HighTower Advisors
HighTower Advisors
Illinois
-$14.2M
3
BlackRock
BlackRock
New York
-$13.4M
4
LPL Financial
LPL Financial
California
-$12.8M
5
BIM
Bullseye Investment Management
Ohio
-$11.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWCS
301
Beirne Wealth Consulting Services
Connecticut
$579K – – –
WT
302
Whittier Trust
California
$576K – – –
KHC
303
Koesten Hirschmann & Crabtree
Kansas
$570K -$35.5K -453 -6%
CWC
304
Carolinas Wealth Consulting
North Carolina
$566K -$1.72K -22 -0.3%
USCWA
305
U.S. Capital Wealth Advisors
Texas
$564K +$8.92K +114 +2%
Northern Trust
306
Northern Trust
Illinois
$559K -$25.2K -322 -4%
MHS
307
M Holdings Securities
Oregon
$557K -$677K -8,652 -55%
CWP
308
Cyndeo Wealth Partners
Florida
$554K – – –
NRI
309
NFP Retirement Inc
California
$539K – – –
CWP
310
Curated Wealth Partners
California
$528K – – –
APG
311
Abacus Planning Group
South Carolina
$527K – – –
HPM
312
Hoxton Planning & Management
West Virginia
$520K -$49.7K -635 -9%
ODIJL
313
One Day In July LLC
Vermont
$511K +$15.7K +201 +3%
PFS
314
Prospera Financial Services
Texas
$509K +$11.5K +147 +2%
TI
315
Trexquant Investment
Connecticut
$508K +$229K +2,928 +82%
MWM
316
Meridian Wealth Management
Kentucky
$506K +$26.3K +336 +5%
LSPW
317
Lake Street Private Wealth
Illinois
$503K -$9.55K -122 -2%
ZIC
318
ZWJ Investment Counsel
Georgia
$482K +$62.8K +802 +15%
VFA
319
Valeo Financial Advisors
Indiana
$481K -$13.5K -172 -3%
ESB
320
Essex Savings Bank
Connecticut
$479K – – –
PO
321
Private Ocean
California
$479K +$391 +5 +0.1%
CA
322
Claro Advisors
Massachusetts
$476K +$92K +1,176 +24%
FFP
323
FourThought Financial Partners
Florida
$464K – – –
RBC
324
Roble Belko & Company
Pennsylvania
$459K – – –
FIA
325
Foundations Investment Advisors
Arizona
$457K +$457K +5,835 New
11 12
13
14 15