IUSV icon

iShares Core S&P US Value ETF
IUSV

Overview Fund Activity

482 hedge funds and large institutions have $8.29B invested in iShares Core S&P US Value ETF in 2022 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 169 increasing their positions, 150 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
482
Holders Change
+3
Holders Change %
+0.63%
% of All Funds
8.15%
Holding in Top 10
37
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.78%
% of All Funds
0.63%
New
49
Increased
169
Reduced
150
Closed
37
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BlackRock
BlackRock
New York
$296M
2
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$47.4M
3
Natixis Advisors
Natixis Advisors
Massachusetts
$28.6M
4
F
F3Logic
Minnesota
$24.2M
5
Morgan Stanley
Morgan Stanley
New York
$559M

Top Sellers

1
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$617K
2
SG
StoneX Group
New York
$0
3
CG
Colony Group
Massachusetts
$2.12M
4
PBF
Petix & Botte Financial
California
$9.48M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$20M
Name Holding Trade Value Shares
Change 		Shares
Change %
OWA
351
Octavia Wealth Advisors
Ohio
$216K – – –
SCP
352
Syntal Capital Partners
Texas
$214K – – –
NAS
353
Nicolet Advisory Services
Wisconsin
$214K – – –
PA
354
Pinnacle Associates
New York
$214K +$3.34K +50 +2%
ACP
355
Aveo Capital Partners
Colorado
$211K – – –
LFA
356
Lauterbach Financial Advisors
Texas
$210K +$15.8K +235 +8%
BWM
357
BNC Wealth Management
Oregon
$209K +$200 +3 +0.1%
KF
358
Krilogy Financial
Missouri
$207K -$14.6K -219 -7%
ESB
359
Essex Savings Bank
Connecticut
$206K – – –
PIA
360
Perennial Investment Advisors
California
$205K – – –
BO
361
Bank OZK
Arkansas
$204K -$12.6K -188 -6%
BWA
362
BDO Wealth Advisors
Florida
$201K -$3.94K -59 -2%
OIA
363
Optimum Investment Advisors
Illinois
$201K – – –
MHS
364
M Holdings Securities
Oregon
$201K – – –
HWMA
365
Heritage Wealth Management (Arizona)
Arizona
$200K -$4.15K -62 -2%
MA
366
MCF Advisors
Kentucky
$197K – – –
WCAMG
367
Woodard & Company Asset Management Group
North Carolina
$187K – – –
National Bank of Canada
368
National Bank of Canada
Quebec, Canada
$180K +$15.2K +228 +9%
AWM
369
Angeles Wealth Management
California
$179K – – –
AW
370
ACG Wealth
Georgia
$167K +$167K +2,495 New
SWM
371
SeaCrest Wealth Management
New York
$159K +$159K +2,384 New
MCA
372
Maryland Capital Advisors
Maryland
$155K – – –
ACA
373
Aptus Capital Advisors
Alabama
$154K +$24.6K +368 +19%
OA
374
Operose Advisors
Wisconsin
$153K – – –
FDCDDQ
375
Federation des caisses Desjardins du Quebec
Quebec, Canada
$132K -$2.34K -35 -2%
13 14
15
16 17