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iShares Core S&P US Value ETF
IUSV

Overview Fund Activity

479 hedge funds and large institutions have $8.98B invested in iShares Core S&P US Value ETF in 2022 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 188 increasing their positions, 129 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
479
Holders Change
–
Holders Change %
0%
% of All Funds
7.58%
Holding in Top 10
36
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.86%
% of All Funds
0.57%
New
48
Increased
188
Reduced
129
Closed
41
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SHGA
Sand Hill Global Advisors
California
+$53.8M
2
SG
StoneX Group
New York
+$46.2M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$44.8M
4
LPL Financial
LPL Financial
California
+$38.4M
5
Morgan Stanley
Morgan Stanley
New York
+$25.4M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$89.9M
2
BlackRock
BlackRock
New York
-$61.1M
3
SRA
Summit Rock Advisors
New York
-$56.5M
4
RJA
Raymond James & Associates
Florida
-$18.6M
5
IAN
Integrated Advisors Network
Texas
-$13.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
OBWG
351
Onyx Bridge Wealth Group
New York
$237K +$237K +3,248 New
SI
352
Stephens Inc
Arkansas
$235K +$235K +3,095 New
ESB
353
Essex Savings Bank
Connecticut
$233K – – –
BWA
354
BDO Wealth Advisors
Florida
$233K +$47.4K +624 +26%
PIA
355
Perennial Investment Advisors
California
$231K +$13.1K +173 +6%
PFA
356
Pinnacle Family Advisors
Missouri
$231K +$15.3K +201 +7%
HWMA
357
Heritage Wealth Management (Arizona)
Arizona
$231K +$231K +3,046 New
OIA
358
Optimum Investment Advisors
Illinois
$228K – – –
MHS
359
M Holdings Securities
Oregon
$228K +$228K +2,999 New
ZIC
360
ZWJ Investment Counsel
Georgia
$225K +$11.4K +151 +5%
MA
361
MCF Advisors
Kentucky
$224K +$224K +2,946 New
CS
362
Comerica Securities
Michigan
$223K -$97.6K -1,286 -30%
KM
363
Kalos Management
Georgia
$220K -$1.68M -22,247 -88%
LFA
364
Lauterbach Financial Advisors
Texas
$220K -$13.6K -179 -6%
WCG
365
Weaver Consulting Group
California
$220K – – –
FHB
366
First Hawaiian Bank
Hawaii
$220K – – –
KW
367
KWB Wealth
California
$218K – – –
DLCIG
368
D.L. Carlson Investment Group
New Hampshire
$215K -$3.19K -42 -1%
WCAMG
369
Woodard & Company Asset Management Group
North Carolina
$212K – – –
BCI
370
Brinker Capital Investments
Pennsylvania
$209K +$209K +2,756 New
GG
371
GenWealth Group
New Jersey
$204K -$3.11K -41 -1%
AWM
372
Angeles Wealth Management
California
$203K +$203K +2,672 New
RCAG
373
Rehmann Capital Advisory Group
Michigan
$201K +$201K +2,650 New
WIA
374
World Investment Advisors
California
$201K +$201K +2,645 New
SHFA
375
SC&H Financial Advisors
Maryland
$201K +$201K +2,651 New
13 14
15
16 17