IUSV icon

iShares Core S&P US Value ETF
IUSV

Overview Fund Activity

548 hedge funds and large institutions have $9.76B invested in iShares Core S&P US Value ETF in 2023 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 171 increasing their positions, 208 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
548
Holders Change
+3
Holders Change %
+0.55%
% of All Funds
8.77%
Holding in Top 10
45
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-4.26%
% of All Funds
0.72%
New
61
Increased
171
Reduced
208
Closed
46
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MWM
Modera Wealth Management
New Jersey
+$53M
2
JPMPWA
J.P. Morgan Private Wealth Advisors
California
+$42.6M
3
GFA
Gallagher Fiduciary Advisors
Illinois
+$30.4M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$27.7M
5
FHB
First Hawaiian Bank
Hawaii
+$13.8M

Top Sellers

1
BlackRock
BlackRock
New York
-$41.4M
2
VWM
Venturi Wealth Management
Texas
-$40.8M
3
Bank of America
Bank of America
North Carolina
-$37.6M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$37M
5
TF
Trek Financial
Arizona
-$30.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
PO
326
Private Ocean
California
$451K +$94.8K +1,285 +27%
BFWA
327
Benchmark Financial Wealth Advisors
Florida
$438K -$49.7K -673 -10%
FFP
328
FourThought Financial Partners
Florida
$438K -$90.3K -1,224 -17%
RBC
329
Roble Belko & Company
Pennsylvania
$433K – – –
AWM
330
Axxcess Wealth Management
California
$413K +$413K +5,596 New
TPWA
331
TRUE Private Wealth Advisors
Oregon
$403K +$10.8K +147 +3%
TFA
332
Triad Financial Advisors
North Carolina
$398K – – –
BFA
333
Beaumont Financial Advisors
Massachusetts
$397K – – –
BTWM
334
Baker Tilly Wealth Management
Wisconsin
$397K – – –
VAS
335
Vestmark Advisory Solutions
Massachusetts
$396K -$115K -1,564 -23%
ZIC
336
ZWJ Investment Counsel
Georgia
$395K +$12.5K +170 +3%
GAB
337
German American Bancorp
Indiana
$394K – – –
FAM
338
Forte Asset Management
New York
$390K – – –
ZIM
339
Zacks Investment Management
Illinois
$384K -$9.08K -123 -2%
TWC
340
TD Waterhouse Canada
Ontario, Canada
$382K +$35.4K +480 +10%
IA
341
IFG Advisory
Georgia
$381K +$39.3K +533 +12%
BCM
342
BTC Capital Management
Iowa
$379K – – –
MPW
343
Melone Private Wealth
Michigan
$379K +$512 +7 +0.1%
LL
344
LWMG LLC
Minnesota
$378K +$30.5K +414 +9%
FANJ
345
Financial Architects (New Jersey)
New Jersey
$377K +$369 +5 +0.1%
TF
346
TIAA FSB
Florida
$377K -$26.9K -365 -7%
EW
347
Element Wealth
Mississippi
$368K -$17.3K -235 -5%
PFO
348
Pathstone Family Office
New Jersey
$367K -$364K -4,940 -50%
BMCM
349
Bryn Mawr Capital Management
Pennsylvania
$363K -$75.3K -1,020 -17%
CA
350
Claro Advisors
Massachusetts
$362K -$36.7K -498 -9%
12 13
14
15 16