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iShares Core S&P US Value ETF
IUSV

Overview Fund Activity

479 hedge funds and large institutions have $8.82B invested in iShares Core S&P US Value ETF in 2021 Q4 according to their latest regulatory filings, with 94 funds opening new positions, 175 increasing their positions, 114 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
479
Holders Change
+59
Holders Change %
+14.05%
% of All Funds
7.4%
Holding in Top 10
35
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+16.67%
% of All Funds
0.54%
New
94
Increased
175
Reduced
114
Closed
30
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$353M
2
BlackRock
BlackRock
New York
+$55.1M
3
Morgan Stanley
Morgan Stanley
New York
+$52.5M
4
LPL Financial
LPL Financial
California
+$30.9M
5
S
SignatureFD
Georgia
+$25M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$47M
2
RJFSA
Raymond James Financial Services Advisors
Florida
-$38.5M
3
UBS Group
UBS Group
Switzerland
-$31.2M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$11.6M
5
PBF
Petix & Botte Financial
California
-$8.65M
Name Holding Trade Value Shares
Change 		Shares
Change %
FFC
376
First Financial Corp
Indiana
$134K – – –
LWP
377
Laurel Wealth Planning
Minnesota
$132K – – –
Bank Julius Baer & Co
378
Bank Julius Baer & Co
Switzerland
$128K – – –
ADL
379
Asset Dedication LLC
California
$125K +$25.2K +326 +25%
EW
380
Element Wealth
Mississippi
$121K +$229 +3 +0.2%
CA
381
Clearstead Advisors
Ohio
$114K – – –
MBFW
382
Morton Brown Family Wealth
Pennsylvania
$111K +$111K +1,449 New
FP
383
Financial Perspectives
Minnesota
$110K +$534 +7 +0.5%
FHA
384
First Horizon Advisors
Tennessee
$94K -$27.6K -362 -23%
SCA
385
Snowden Capital Advisors
New York
$91K +$91K +1,202 New
EWA
386
EverSource Wealth Advisors
Alabama
$88K +$88K +1,159 New
LFG
387
Larson Financial Group
Missouri
$87K +$2.13K +28 +3%
AWM
388
Avior Wealth Management
Nebraska
$85K -$12.6K -166 -13%
Koshinski Asset Management
389
Koshinski Asset Management
Illinois
$84.1K +$534 +7 +0.6%
SC
390
Stephens Consulting
Michigan
$82.6K +$82.6K +1,082 New
EWM
391
EPG Wealth Management
Georgia
$70K – – –
OFG
392
Oxford Financial Group
Indiana
$69K +$4.98K +65 +8%
CIA
393
Cascade Investment Advisors
Oregon
$68.7K – – –
PFGIA
394
Patriot Financial Group Insurance Agency
Massachusetts
$66K -$54.5K -713 -45%
SMA
395
Sage Mountain Advisors
Georgia
$65K – – –
RFA
396
Reilly Financial Advisors
California
$64K – – –
CWS
397
Confluence Wealth Services
Pennsylvania
$63K +$63K +833 New
TF
398
Tompkins Financial
New York
$60K – – –
FFA
399
Founders Financial Alliance
North Carolina
$59K – – –
TC
400
Truvestments Capital
Florida
$58K +$77 +1 +0.1%
14 15
16
17 18