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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 %
BCM
351
Becker Capital Management
Oregon
$374K – – –
SCM
352
SOL Capital Management
Maryland
$374K – – –
VAS
353
Vestmark Advisory Solutions
Massachusetts
$374K -$46.6K -595 -11%
CL
354
Choreo LLC
Illinois
$370K – – –
BFS
355
Bradley Foster & Sargent
Connecticut
$370K -$11.7K -150 -3%
SM
356
Sweeney & Michel
California
$365K +$1.36K +17 +0.4%
IAG
357
Investment Advisory Group
Massachusetts
$357K – – –
OSAM
358
O'Shaughnessy Asset Management
Connecticut
$355K – – –
NF
359
Nikulski Financial
Iowa
$355K +$16.9K +216 +5%
CS
360
Cannell & Spears
New York
$353K – – –
WCM
361
Windham Capital Management
Massachusetts
$352K – – –
V
362
Veritable
Delaware
$351K -$7.51K -96 -2%
EWA
363
Exencial Wealth Advisors
Oklahoma
$342K – – –
B
364
Bellecapital
Switzerland
$336K – – –
MCM
365
MAI Capital Management
Ohio
$330K -$7.59K -97 -2%
UWPG
366
Ullmann Wealth Partners Group
Florida
$327K -$229K -2,920 -41%
Koshinski Asset Management
367
Koshinski Asset Management
Illinois
$327K -$249K -3,176 -43%
CAG
368
Csenge Advisory Group
Florida
$327K -$2.97K -38 -0.9%
BFWA
369
Benchmark Financial Wealth Advisors
Florida
$322K -$142K -1,820 -31%
CAMG
370
CWA Asset Management Group
Florida
$322K +$322K +4,118 New
SWM
371
SFG Wealth Management
Maryland
$313K +$25.7K +329 +9%
BFC
372
Bedel Financial Consulting
Indiana
$313K -$1.64K -21 -0.5%
BCA
373
Bay Colony Advisors
Massachusetts
$312K -$34K -434 -10%
MWM
374
Mission Wealth Management
California
$312K +$313 +4 +0.1%
CG
375
Clifford Group
Massachusetts
$311K -$7.83K -100 -2%
13 14
15
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