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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 %
BFS
351
Bradley Foster & Sargent
Connecticut
$360K -$11.1K -150 -3%
EIP
352
Ellis Investment Partners
Pennsylvania
$359K +$10K +136 +3%
CCM
353
Cutler Capital Management
Massachusetts
$354K -$14.8K -200 -4%
BCM
354
Becker Capital Management
Oregon
$353K +$353K +4,785 New
SCM
355
SOL Capital Management
Maryland
$353K -$25.8K -350 -7%
CFD
356
Creative Financial Designs
Indiana
$351K -$18M -244,278 -98%
WA
357
Wealth Alliance
New York
$349K +$17.7K +240 +5%
CL
358
Choreo LLC
Illinois
$349K +$50.6K +686 +17%
SM
359
Sweeney & Michel
California
$345K +$345K +4,555 New
V
360
Veritable
Delaware
$338K +$6.71K +91 +2%
IAG
361
Investment Advisory Group
Massachusetts
$336K – – –
MM
362
Meridian Management
Arkansas
$335K +$335K +4,547 New
OSAM
363
O'Shaughnessy Asset Management
Connecticut
$335K +$318K +4,312 +1,908%
CS
364
Cannell & Spears
New York
$333K +$333K +4,514 New
WCM
365
Windham Capital Management
Massachusetts
$332K – – –
EWA
366
Exencial Wealth Advisors
Oklahoma
$323K – – –
BCA
367
Bay Colony Advisors
Massachusetts
$322K +$364 +5 +0.1%
MCM
368
MAI Capital Management
Ohio
$319K -$25.7K -349 -7%
NF
369
Nikulski Financial
Iowa
$319K +$319K +4,317 New
B
370
Bellecapital
Switzerland
$317K – – –
CAG
371
Csenge Advisory Group
Florida
$311K -$959 -13 -0.3%
KL
372
KWMG LLC
Kansas
$311K -$30.8K -417 -9%
CG
373
Clifford Group
Massachusetts
$300K -$5.98K -81 -2%
BFC
374
Bedel Financial Consulting
Indiana
$296K – – –
CRI
375
Colonial River Investments
Virginia
$295K -$21.2K -287 -7%
13 14
15
16 17