IUSV icon

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 %
FFC
376
First Financial Corp
Indiana
$110K – – –
TFGT
377
TS Financial Group (TSFG)
Illinois
$110K +$375 +6 +0.3%
LWP
378
Laurel Wealth Planning
Minnesota
$109K – – –
AW
379
Avion Wealth
Texas
$104K +$40.3K +646 +63%
ADL
380
Asset Dedication LLC
California
$102K +$102K +1,619 New
HI
381
Harbour Investments
Wisconsin
$95K – – –
FP
382
Financial Perspectives
Minnesota
$93.7K +$689 +11 +0.7%
CA
383
Clearstead Advisors
Ohio
$93K +$74.3K +1,190 +397%
CFB
384
Cullen/Frost Bankers
Texas
$91K -$11K -175 -11%
MBFW
385
Morton Brown Family Wealth
Pennsylvania
$91K – – –
EW
386
Element Wealth
Mississippi
$86K -$9.84K -158 -10%
DIP
387
DT Investment Partners
Pennsylvania
$80K +$80K +1,283 New
FHA
388
First Horizon Advisors
Tennessee
$77K – – –
AWM
389
Avior Wealth Management
Nebraska
$76K +$9.63K +155 +15%
BBHC
390
Brown Brothers Harriman & Co
New York
$73K +$35.7K +573 +96%
LFG
391
Larson Financial Group
Missouri
$70K – – –
SC
392
Stephens Consulting
Michigan
$67.7K – – –
TF
393
TimeScale Financial
Massachusetts
$63K +$15.3K +244 +32%
ANBT
394
American National Bank & Trust
Texas
$58K +$58K +922 New
SWA
395
SOA Wealth Advisors
New York
$57K +$57K +921 New
OFG
396
Oxford Financial Group
Indiana
$51K -$5.46K -87 -10%
CAAS
397
Capital Asset Advisory Services
Michigan
$50K +$46.4K +740 +1,276%
FFA
398
Founders Financial Alliance
North Carolina
$49K – – –
EWA
399
EverSource Wealth Advisors
Alabama
$48K -$16.6K -265 -26%
Bessemer Group
400
Bessemer Group
New Jersey
$46K +$46K +740 New
14 15
16
17 18