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iShares Core S&P US Value ETF
IUSV

Overview Fund Activity

476 hedge funds and large institutions have $7.86B invested in iShares Core S&P US Value ETF in 2022 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 188 increasing their positions, 127 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
476
Holders Change
-6
Holders Change %
-1.24%
% of All Funds
8.23%
Holding in Top 10
34
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-8.11%
% of All Funds
0.59%
New
40
Increased
188
Reduced
127
Closed
41
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$3.34B
2
Jones Financial Companies
2
Jones Financial Companies
Missouri
$98.5M
3
Natixis Advisors
3
Natixis Advisors
Massachusetts
$48.1M
4
CG
4
Colony Group
Massachusetts
$21.9M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$110M

Top Sellers

1
BlackRock
1
BlackRock
New York
$222M
2
Morgan Stanley
2
Morgan Stanley
New York
$479M
3
BTI
3
Blue Trust Inc
Georgia
$369M
4
WAOI
4
Wealth Advisors of Iowa
Iowa
$3.83M
5
S
5
SignatureFD
Georgia
$226M
Name Holding Trade Value Shares
Change 		Shares
Change %
MGAM
351
McGowan Group Asset Management
Texas
$221K +$1.63K +26 +0.7%
EWA
352
Encompass Wealth Advisors
Oregon
$220K +$220K +3,509 New
CFG
353
Citizens Financial Group
Rhode Island
$219K – – –
IIC
354
Integrated Investment Consultants
Michigan
$219K – – –
SF
355
Synovus Financial
Georgia
$218K +$2.82K +45 +1%
AP
356
Appleton Partners
Massachusetts
$216K -$9.4K -150 -4%
EWA
357
Exencial Wealth Advisors
Oklahoma
$216K +$216K +3,443 New
GG
358
Greenwood Gearhart
Arkansas
$209K +$209K +3,344 New
APW
359
Austin Private Wealth
Texas
$206K – – –
AIM
360
Anchor Investment Management
South Carolina
$205K -$2.38K -38 -1%
OWA
361
Octavia Wealth Advisors
Ohio
$203K – – –
ACA
362
Aptus Capital Advisors
Alabama
$202K +$57.8K +924 +40%
SCP
363
Syntal Capital Partners
Texas
$201K – – –
NAS
364
Nicolet Advisory Services
Wisconsin
$201K – – –
BL
365
Balentine LLC
Georgia
$189K -$506K -8,089 -73%
OIA
366
Optimum Investment Advisors
Illinois
$188K – – –
HWMA
367
Heritage Wealth Management (Arizona)
Arizona
$187K – – –
National Bank of Canada
368
National Bank of Canada
Quebec, Canada
$180K +$11.4K +182 +7%
WCAMG
369
Woodard & Company Asset Management Group
North Carolina
$175K – – –
AWM
370
Angeles Wealth Management
California
$167K – – –
BWA
371
BDO Wealth Advisors
Florida
$154K -$34.4K -549 -18%
OA
372
Operose Advisors
Wisconsin
$144K – – –
MA
373
MCF Advisors
Kentucky
$126K -$58.9K -938 -32%
FDCDDQ
374
Federation des caisses Desjardins du Quebec
Quebec, Canada
$124K – – –
NFSG
375
Newbridge Financial Services Group
Florida
$118K +$814 +13 +0.7%
13 14
15
16 17