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iShares Core S&P US Value ETF
IUSV

Overview Fund Activity

566 hedge funds and large institutions have $9.98B invested in iShares Core S&P US Value ETF in 2023 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 177 increasing their positions, 176 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
566
Holders Change
-7
Holders Change %
-1.22%
% of All Funds
9.02%
Holding in Top 10
42
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-8.7%
% of All Funds
0.67%
New
45
Increased
177
Reduced
176
Closed
45
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$48.1M
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$24.1M
3
Jones Financial Companies
Jones Financial Companies
Missouri
+$22.2M
4
VWM
Venturi Wealth Management
Texas
+$21.4M
5
Charles Schwab
Charles Schwab
California
+$18.7M

Top Sellers

1
BlackRock
BlackRock
New York
-$220M
2
ERFOTCOFW
Employees Retirement Fund of the City of Fort Worth
Texas
-$45.4M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$38.4M
4
IAN
Integrated Advisors Network
Texas
-$17.5M
5
BTI
Blue Trust Inc
Georgia
-$14.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
VAM
301
Verity Asset Management
North Carolina
$535K +$164K +2,197 +44%
USCWA
302
U.S. Capital Wealth Advisors
Texas
$534K -$2.91K -39 -0.5%
DJSG
303
D.J. St. Germain
Massachusetts
$533K -$32.9K -441 -6%
BWM
304
Boyd Wealth Management
California
$526K -$125K -1,670 -19%
KHC
305
Koesten Hirschmann & Crabtree
Kansas
$523K -$21K -281 -4%
OSAM
306
O'Shaughnessy Asset Management
Connecticut
$517K +$178K +2,392 +53%
ODIJL
307
One Day In July LLC
Vermont
$508K +$21.7K +291 +4%
HPM
308
Hoxton Planning & Management
West Virginia
$508K +$12.2K +163 +2%
RWRC
309
R.W. Roge & Company
New York
$503K +$503K +7,041 New
APG
310
Abacus Planning Group
South Carolina
$503K – – –
FTS
311
Fifth Third Securities
Ohio
$494K -$309K -4,114 -38%
MGIA
312
Moneta Group Investment Advisors
Missouri
$489K -$224K -2,996 -31%
CAMG
313
CWA Asset Management Group
Florida
$488K +$181K +2,423 +59%
LSPW
314
Lake Street Private Wealth
Illinois
$481K – – –
ZIC
315
ZWJ Investment Counsel
Georgia
$466K +$6.79K +91 +1%
BEI
316
Benjamin Edwards Inc
Missouri
$460K +$191K +2,559 +71%
IA
317
IFG Advisory
Georgia
$460K +$460K +6,162 New
VFA
318
Valeo Financial Advisors
Indiana
$459K -$448 -6 -0.1%
ESB
319
Essex Savings Bank
Connecticut
$457K – – –
PO
320
Private Ocean
California
$457K – – –
FFP
321
FourThought Financial Partners
Florida
$439K -$3.81K -51 -0.9%
RBC
322
Roble Belko & Company
Pennsylvania
$438K – – –
CWP
323
Curated Wealth Partners
California
$429K -$74.6K -1,000 -15%
ME
324
McIlrath & Eck
Washington
$421K +$288K +3,857 +216%
FCM
325
Family Capital Management
Michigan
$417K +$417K +5,592 New
11 12
13
14 15