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iShares Core S&P US Value ETF
IUSV

Overview Fund Activity

482 hedge funds and large institutions have $8.29B invested in iShares Core S&P US Value ETF in 2022 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 169 increasing their positions, 150 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
482
Holders Change
+3
Holders Change %
+0.63%
% of All Funds
8.15%
Holding in Top 10
37
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.78%
% of All Funds
0.63%
New
49
Increased
169
Reduced
150
Closed
37
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BlackRock
BlackRock
New York
$296M
2
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$47.4M
3
Natixis Advisors
Natixis Advisors
Massachusetts
$28.6M
4
F
F3Logic
Minnesota
$24.2M
5
Morgan Stanley
Morgan Stanley
New York
$559M

Top Sellers

1
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$617K
2
SG
StoneX Group
New York
$0
3
CG
Colony Group
Massachusetts
$2.12M
4
PBF
Petix & Botte Financial
California
$9.48M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$20M
Name Holding Trade Value Shares
Change 		Shares
Change %
MIA
326
MMBG Investment Advisors
Florida
$262K – – –
SSWM
327
Sheets Smith Wealth Management
North Carolina
$261K +$402 +6 +0.2%
SC
328
Scotia Capital
Ontario, Canada
$258K +$402 +6 +0.2%
CL
329
Choreo LLC
Illinois
$256K – – –
MIAS
330
Mason Investment Advisory Services
Virginia
$249K – – –
PP
331
Patten & Patten
Tennessee
$247K – – –
RWP
332
Ridgecrest Wealth Partners
California
$247K – – –
FRA
333
Front Row Advisors
California
$246K – – –
ODIJL
334
One Day In July LLC
Vermont
$243K -$20K -300 -8%
AP
335
Appleton Partners
Massachusetts
$241K – – –
PA
336
Parallel Advisors
California
$240K +$141K +2,102 +141%
NGA
337
Naples Global Advisors
Florida
$238K – – –
CFGS
338
Concourse Financial Group Securities
Alabama
$237K +$8.84K +132 +4%
MGAM
339
McGowan Group Asset Management
Texas
$235K +$1.01K +15 +0.4%
CFG
340
Citizens Financial Group
Rhode Island
$234K -$6.03K -90 -3%
IIC
341
Integrated Investment Consultants
Michigan
$234K – – –
SF
342
Synovus Financial
Georgia
$230K +$201 +3 +0.1%
IA
343
IFG Advisory
Georgia
$229K +$6.07K +91 +3%
BSSFA
344
Baron Silver Stevens Financial Advisors
Florida
$226K – – –
CA
345
Claro Advisors
Massachusetts
$225K -$69.6K -1,039 -24%
OBWG
346
Onyx Bridge Wealth Group
New York
$223K – – –
SC
347
Savant Capital
Illinois
$223K +$200 +3 +0.1%
AIM
348
Anchor Investment Management
South Carolina
$222K – – –
CWM
349
Collaborative Wealth Management
Florida
$221K +$221K +3,307 New
APW
350
Austin Private Wealth
Texas
$220K +$220K +3,292 New
12 13
14
15 16