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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 %
NFSG
376
Newbridge Financial Services Group
Florida
$125K +$601 +9 +0.5%
FFC
377
First Financial Corp
Indiana
$118K – – –
TFGT
378
TS Financial Group (TSFG)
Illinois
$117K -$5.81K -87 -5%
LWP
379
Laurel Wealth Planning
Minnesota
$116K – – –
Bank Julius Baer & Co
380
Bank Julius Baer & Co
Switzerland
$112K – – –
CIBC Private Wealth Group
381
CIBC Private Wealth Group
Georgia
$110K – – –
CFB
382
Cullen/Frost Bankers
Texas
$108K – – –
EW
383
Element Wealth
Mississippi
$103K -$16K -239 -13%
FP
384
Financial Perspectives
Minnesota
$99.3K +$468 +7 +0.5%
MBFW
385
Morton Brown Family Wealth
Pennsylvania
$97K – – –
HI
386
Harbour Investments
Wisconsin
$95K +$95K +1,416 New
FHA
387
First Horizon Advisors
Tennessee
$83K – – –
Fifth Third Bancorp
388
Fifth Third Bancorp
Ohio
$79K +$68.7K +1,029 +668%
LFG
389
Larson Financial Group
Missouri
$75K -$238K -3,539 -76%
M&T Bank
390
M&T Bank
New York
$73K +$73K +252,887 New
SC
391
Stephens Consulting
Michigan
$72.4K – – –
AWM
392
Avior Wealth Management
Nebraska
$71K -$3.92K -59 -5%
PFGIA
393
Patriot Financial Group Insurance Agency
Massachusetts
$71K +$44.2K +660 +165%
EWA
394
EverSource Wealth Advisors
Alabama
$69K – – –
AW
395
Avion Wealth
Texas
$68K +$68K +1,023 New
CIA
396
Cascade Investment Advisors
Oregon
$60.2K – – –
OFG
397
Oxford Financial Group
Indiana
$60K – – –
TF
398
Tompkins Financial
New York
$53K -$67 -1 -0.1%
FFA
399
Founders Financial Alliance
North Carolina
$52K – – –
BMD
400
Better Money Decisions
New Mexico
$51K +$51K +761 New
14 15
16
17 18