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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 %
MWM
376
Mission Wealth Management
California
$294K -$1.85K -25 -0.6%
DADC
377
D.A. Davidson & Co
Montana
$293K – – –
MIA
378
MMBG Investment Advisors
Florida
$289K – – –
SSWM
379
Sheets Smith Wealth Management
North Carolina
$289K +$369 +5 +0.1%
SC
380
Scotia Capital
Ontario, Canada
$283K -$1.85K -25 -0.6%
PCM
381
Parsons Capital Management
Rhode Island
$278K +$278K +3,768 New
JWCA
382
J.W. Cole Advisors
Florida
$277K -$24.4K -330 -8%
MIAS
383
Mason Investment Advisory Services
Virginia
$275K -$16.1K -218 -6%
PFGIA
384
Patriot Financial Group Insurance Agency
Massachusetts
$273K – – –
RWP
385
Ridgecrest Wealth Partners
California
$273K – – –
MOS
386
MGO One Seven
Ohio
$272K +$15.9K +215 +6%
CT
387
Colonial Trust
South Carolina
$272K +$272K +3,689 New
FRA
388
Front Row Advisors
California
$271K – – –
SWM
389
SFG Wealth Management
Maryland
$271K -$9.74K -132 -3%
KAM
390
Kraft Asset Management
Tennessee
$269K – – –
BEI
391
Benjamin Edwards Inc
Missouri
$267K -$35.3K -478 -12%
BFG
392
Bleakley Financial Group
New Jersey
$267K -$32K -434 -11%
SS
393
Simplicity Solutions
Minnesota
$267K +$267K +3,612 New
MGAM
394
McGowan Group Asset Management
Texas
$264K +$1.33K +18 +0.5%
SCI
395
Stableford Capital II
Arizona
$263K +$263K +3,725 New
TI
396
Trexquant Investment
Connecticut
$263K +$263K +3,562 New
SHFA
397
SC&H Financial Advisors
Maryland
$261K +$261K +3,542 New
RJT
398
Raymond James Trust
Florida
$261K -$264K -3,573 -50%
SAM
399
SP Asset Management
California
$260K +$260K +3,523 New
EWA
400
Encompass Wealth Advisors
Oregon
$259K – – –
14 15
16
17 18