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iShares Core S&P US Value ETF
IUSV

Overview Fund Activity

545 hedge funds and large institutions have $9.49B invested in iShares Core S&P US Value ETF in 2022 Q4 according to their latest regulatory filings, with 105 funds opening new positions, 195 increasing their positions, 145 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
545
Holders Change
+69
Holders Change %
+14.5%
% of All Funds
8.79%
Holding in Top 10
47
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+38.24%
% of All Funds
0.76%
New
105
Increased
195
Reduced
145
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
VWM
Venturi Wealth Management
Texas
$84.7M
2
Bank of America
Bank of America
North Carolina
$3.85B
3
TF
Trek Financial
Arizona
$50M
4
Bank of New York Mellon
Bank of New York Mellon
New York
$37M
5
BlackRock
BlackRock
New York
$279M

Top Sellers

1
Natixis Advisors
Natixis Advisors
Massachusetts
$19.9M
2
AL
Aspiriant LLC
California
$163M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$116M
4
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$41.7M
5
SHGA
Sand Hill Global Advisors
California
$104M
Name Holding Trade Value Shares
Change 		Shares
Change %
SPIA
326
Steward Partners Investment Advisory
New York
$448K -$4.33M -61,317 -91%
AWM
327
Apollon Wealth Management
South Carolina
$439K +$96.3K +1,363 +28%
WIM
328
WealthPlan Investment Management
Nebraska
$434K -$21K -275 -5%
WP
329
WealthPLAN Partners
Nebraska
$433K +$433K +5,679 New
FFG
330
Ford Financial Group
California
$432K -$21.6K -306 -5%
BMCM
331
Bryn Mawr Capital Management
Pennsylvania
$420K +$420K +5,945 New
RBC
332
Roble Belko & Company
Pennsylvania
$414K – – –
HWMA
333
Heritage Wealth Management (Arizona)
Arizona
$412K +$202K +2,854 +96%
VAM
334
Verity Asset Management
North Carolina
$409K +$409K +5,793 New
ODIJL
335
One Day In July LLC
Vermont
$400K +$143K +2,023 +56%
TF
336
TIAA FSB
Florida
$386K -$70.3K -996 -15%
CA
337
Claro Advisors
Massachusetts
$382K +$145K +2,050 +61%
TFA
338
Triad Financial Advisors
North Carolina
$381K +$28.3K +400 +8%
BFA
339
Beaumont Financial Advisors
Massachusetts
$380K – – –
BTWM
340
Baker Tilly Wealth Management
Wisconsin
$380K – – –
GAB
341
German American Bancorp
Indiana
$377K +$377K +5,336 New
ZIM
342
Zacks Investment Management
Illinois
$376K +$36K +509 +11%
TPWA
343
TRUE Private Wealth Advisors
Oregon
$375K -$45K -637 -11%
FAM
344
Forte Asset Management
New York
$373K – – –
EW
345
Element Wealth
Mississippi
$369K +$271K +3,838 +278%
Cerity Partners
346
Cerity Partners
New York
$367K +$367K +5,201 New
ZIC
347
ZWJ Investment Counsel
Georgia
$366K -$26.3K -372 -7%
MPW
348
Melone Private Wealth
Michigan
$366K -$58.8K -832 -14%
BCM
349
BTC Capital Management
Iowa
$363K – – –
SCM
350
SOL Capital Management
Maryland
$362K – – –
12 13
14
15 16