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iShares Core S&P US Value ETF
IUSV

Overview Fund Activity

476 hedge funds and large institutions have $7.86B invested in iShares Core S&P US Value ETF in 2022 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 188 increasing their positions, 127 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
476
Holders Change
-6
Holders Change %
-1.24%
% of All Funds
8.23%
Holding in Top 10
34
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-8.11%
% of All Funds
0.59%
New
40
Increased
188
Reduced
127
Closed
41
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
$3.34B
2
Jones Financial Companies
Jones Financial Companies
Missouri
$98.5M
3
Natixis Advisors
Natixis Advisors
Massachusetts
$48.1M
4
CG
Colony Group
Massachusetts
$21.9M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$110M

Top Sellers

1
BlackRock
BlackRock
New York
$222M
2
Morgan Stanley
Morgan Stanley
New York
$479M
3
BTI
Blue Trust Inc
Georgia
$369M
4
WAOI
Wealth Advisors of Iowa
Iowa
$3.83M
5
S
SignatureFD
Georgia
$226M
Name Holding Trade Value Shares
Change 		Shares
Change %
B
326
Bellecapital
Switzerland
$269K – – –
APW
327
Atlantic Private Wealth
North Carolina
$268K -$248K -3,948 -48%
ESB
328
Essex Savings Bank
Connecticut
$267K +$75K +1,200 +39%
CRI
329
Colonial River Investments
Virginia
$264K +$1.31K +21 +0.5%
DADC
330
D.A. Davidson & Co
Montana
$253K – – –
CL
331
Choreo LLC
Illinois
$253K +$13.5K +216 +6%
AT
332
American Trust
Kentucky
$250K +$250K +3,994 New
MIA
333
MMBG Investment Advisors
Florida
$245K – – –
SSWM
334
Sheets Smith Wealth Management
North Carolina
$244K – – –
SC
335
Scotia Capital
Ontario, Canada
$241K – – –
SC
336
Savant Capital
Illinois
$241K +$32.2K +514 +15%
DAS
337
Dynamic Advisor Solutions
Arizona
$237K +$237K +3,785 New
MIAS
338
Mason Investment Advisory Services
Virginia
$233K – – –
RWP
339
Ridgecrest Wealth Partners
California
$232K – – –
PP
340
Patten & Patten
Tennessee
$231K – – –
FRA
341
Front Row Advisors
California
$230K – – –
Citadel Advisors
342
Citadel Advisors
Florida
$230K +$230K +3,672 New
SWM
343
SFG Wealth Management
Maryland
$229K -$46.4K -741 -17%
Bank of New York Mellon
344
Bank of New York Mellon
New York
$229K +$229K +3,662 New
KAM
345
Kraft Asset Management
Tennessee
$228K -$48.5K -775 -18%
ODIJL
346
One Day In July LLC
Vermont
$228K +$63 +1 +0%
OPW
347
Oxler Private Wealth
New York
$226K +$226K +2,000 New
CA
348
Claro Advisors
Massachusetts
$225K – – –
NGA
349
Naples Global Advisors
Florida
$223K – – –
CFGS
350
Concourse Financial Group Securities
Alabama
$222K – – –
12 13
14
15 16