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iShares Core S&P US Value ETF
IUSV

Overview Fund Activity

479 hedge funds and large institutions have $8.82B invested in iShares Core S&P US Value ETF in 2021 Q4 according to their latest regulatory filings, with 94 funds opening new positions, 175 increasing their positions, 114 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
479
Holders Change
+59
Holders Change %
+14.05%
% of All Funds
7.4%
Holding in Top 10
35
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+16.67%
% of All Funds
0.54%
New
94
Increased
175
Reduced
114
Closed
30
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$353M
2
BlackRock
BlackRock
New York
+$55.1M
3
Morgan Stanley
Morgan Stanley
New York
+$52.5M
4
LPL Financial
LPL Financial
California
+$30.9M
5
S
SignatureFD
Georgia
+$25M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$47M
2
RJFSA
Raymond James Financial Services Advisors
Florida
-$38.5M
3
UBS Group
UBS Group
Switzerland
-$31.2M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$11.6M
5
PBF
Petix & Botte Financial
California
-$8.65M
Name Holding Trade Value Shares
Change 		Shares
Change %
AllianceBernstein
326
AllianceBernstein
Tennessee
$286K +$22.9K +300 +9%
NIG
327
NFJ Investment Group
Texas
$286K +$200K +2,621 +233%
BO
328
Bank OZK
Arkansas
$284K -$1.83K -24 -0.6%
WP
329
WealthPLAN Partners
Nebraska
$283K – – –
PP
330
Patten & Patten
Tennessee
$282K – – –
RWP
331
Ridgecrest Wealth Partners
California
$282K – – –
IIC
332
Integrated Investment Consultants
Michigan
$280K – – –
FRA
333
Front Row Advisors
California
$280K – – –
OWA
334
Octavia Wealth Advisors
Ohio
$278K -$41.4K -543 -13%
BWM
335
Baystate Wealth Management
Massachusetts
$278K +$247K +3,244 +811%
AP
336
Appleton Partners
Massachusetts
$275K – – –
CFG
337
Citizens Financial Group
Rhode Island
$273K +$273K +3,570 New
NGA
338
Naples Global Advisors
Florida
$272K – – –
MGAM
339
McGowan Group Asset Management
Texas
$265K +$1.37K +18 +0.5%
AIM
340
Anchor Investment Management
South Carolina
$253K +$239K +3,137 +1,743%
IA
341
IndexIQ Advisors
New York
$252K +$252K +3,293 New
CWM
342
Cornerstone Wealth Management
Missouri
$250K +$250K +3,316 New
SC
343
Savant Capital
Illinois
$248K +$11.8K +154 +5%
TC
344
TAP Consulting
Missouri
$247K -$45K -590 -15%
PA
345
Pinnacle Associates
New York
$246K – – –
NAS
346
Nicolet Advisory Services
Wisconsin
$241K – – –
ACP
347
Aveo Capital Partners
Colorado
$241K +$241K +3,157 New
BWM
348
BNC Wealth Management
Oregon
$239K +$239K +3,126 New
ESB
349
Essex Savings Bank
Connecticut
$235K +$235K +3,074 New
LFA
350
Lauterbach Financial Advisors
Texas
$235K +$235K +3,077 New
12 13
14
15 16