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iShares Core S&P US Value ETF
IUSV

Overview Fund Activity

573 hedge funds and large institutions have $10.6B invested in iShares Core S&P US Value ETF in 2023 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 172 increasing their positions, 197 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
573
Holders Change
+25
Holders Change %
+4.56%
% of All Funds
9.04%
Holding in Top 10
46
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.22%
% of All Funds
0.73%
New
56
Increased
172
Reduced
197
Closed
28
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$114M
2
IAN
Integrated Advisors Network
Texas
+$33.1M
3
Jones Financial Companies
Jones Financial Companies
Missouri
+$25.2M
4
BPA
Beacon Pointe Advisors
California
+$22.8M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$15.7M

Top Sellers

1
SHGA
Sand Hill Global Advisors
California
-$116M
2
HighTower Advisors
HighTower Advisors
Illinois
-$14.2M
3
BlackRock
BlackRock
New York
-$13.4M
4
LPL Financial
LPL Financial
California
-$12.8M
5
BIM
Bullseye Investment Management
Ohio
-$11.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
IA
326
IFP Advisors
Florida
$445K -$1.14M -14,577 -72%
TSS
327
Two Sigma Securities
New York
$440K +$440K +5,625 New
PIN
328
Prudent Investors Network
California
$436K +$436K +5,577 New
WA
329
Wealth Alliance
New York
$426K +$55.3K +707 +15%
BFA
330
Beaumont Financial Advisors
Massachusetts
$421K – – –
BTWM
331
Baker Tilly Wealth Management
Wisconsin
$421K – – –
GAB
332
German American Bancorp
Indiana
$418K – – –
TPWA
333
TRUE Private Wealth Advisors
Oregon
$416K -$11.7K -150 -3%
WAP
334
Wealthcare Advisory Partners
Pennsylvania
$416K -$142K -1,815 -25%
CL
335
CIM LLC
New York
$415K -$200K -2,560 -33%
FAM
336
Forte Asset Management
New York
$414K – – –
SL
337
SWMG LLC
Texas
$408K -$141K -1,806 -26%
ZIM
338
Zacks Investment Management
Illinois
$407K +$78 +1 +0%
MPW
339
Melone Private Wealth
Michigan
$406K +$313 +4 +0.1%
BCM
340
BTC Capital Management
Iowa
$402K – – –
LL
341
LWMG LLC
Minnesota
$401K +$235 +3 +0.1%
TF
342
TIAA FSB
Florida
$400K – – –
EIP
343
Ellis Investment Partners
Pennsylvania
$397K +$16.5K +211 +4%
PFO
344
Pathstone Family Office
New Jersey
$391K +$1.17K +15 +0.3%
FANJ
345
Financial Architects (New Jersey)
New Jersey
$390K -$9.71K -124 -2%
VAM
346
Verity Asset Management
North Carolina
$389K -$92.3K -1,179 -19%
AWM
347
Axxcess Wealth Management
California
$384K -$53.7K -686 -12%
BMCM
348
Bryn Mawr Capital Management
Pennsylvania
$378K -$7.83K -100 -2%
DADC
349
D.A. Davidson & Co
Montana
$376K +$64.6K +826 +21%
CCM
350
Cutler Capital Management
Massachusetts
$376K – – –
12 13
14
15 16