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iShares Core S&P US Value ETF
IUSV

Overview Fund Activity

479 hedge funds and large institutions have $8.98B invested in iShares Core S&P US Value ETF in 2022 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 188 increasing their positions, 129 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
479
Holders Change
–
Holders Change %
0%
% of All Funds
7.58%
Holding in Top 10
36
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.86%
% of All Funds
0.57%
New
48
Increased
188
Reduced
129
Closed
41
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SHGA
Sand Hill Global Advisors
California
+$53.8M
2
SG
StoneX Group
New York
+$46.2M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$44.8M
4
LPL Financial
LPL Financial
California
+$38.4M
5
Morgan Stanley
Morgan Stanley
New York
+$25.4M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$89.9M
2
BlackRock
BlackRock
New York
-$61.1M
3
SRA
Summit Rock Advisors
New York
-$56.5M
4
RJA
Raymond James & Associates
Florida
-$18.6M
5
IAN
Integrated Advisors Network
Texas
-$13.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
FRA
326
Front Row Advisors
California
$279K – – –
BWM
327
Baystate Wealth Management
Massachusetts
$278K +$1.22K +16 +0.4%
AP
328
Appleton Partners
Massachusetts
$273K – – –
CFG
329
Citizens Financial Group
Rhode Island
$272K +$1.14K +15 +0.4%
ZIM
330
Zacks Investment Management
Illinois
$272K +$272K +3,581 New
NGA
331
Naples Global Advisors
Florida
$270K – – –
IIC
332
Integrated Investment Consultants
Michigan
$266K -$13.2K -174 -5%
MGAM
333
McGowan Group Asset Management
Texas
$265K +$1.29K +17 +0.5%
WP
334
WealthPLAN Partners
Nebraska
$264K -$7.56K -105 -3%
WIM
335
WealthPlan Investment Management
Nebraska
$264K +$264K +3,669 New
SF
336
Synovus Financial
Georgia
$260K +$260K +3,432 New
CFGS
337
Concourse Financial Group Securities
Alabama
$258K -$1.37M -18,143 -84%
BSSFA
338
Baron Silver Stevens Financial Advisors
Florida
$256K +$256K +3,384 New
SC
339
Savant Capital
Illinois
$253K +$6.68K +88 +3%
IA
340
IFG Advisory
Georgia
$253K +$32.4K +428 +15%
KF
341
Krilogy Financial
Missouri
$252K +$29.2K +385 +13%
AIM
342
Anchor Investment Management
South Carolina
$252K – – –
TC
343
TAP Consulting
Missouri
$247K +$1.14K +15 +0.5%
OWA
344
Octavia Wealth Advisors
Ohio
$246K -$30.3K -400 -11%
BO
345
Bank OZK
Arkansas
$245K -$36.9K -487 -13%
SCP
346
Syntal Capital Partners
Texas
$243K -$416K -5,498 -63%
ACP
347
Aveo Capital Partners
Colorado
$240K – – –
NAS
348
Nicolet Advisory Services
Wisconsin
$240K – – –
PA
349
Pinnacle Associates
New York
$239K -$5.31K -70 -2%
BWM
350
BNC Wealth Management
Oregon
$237K +$152 +2 +0.1%
12 13
14
15 16