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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 %
WA
376
Wealthstream Advisors
New York
$308K +$308K +3,938 New
SSWM
377
Sheets Smith Wealth Management
North Carolina
$307K +$391 +5 +0.1%
PA
378
Parallel Advisors
California
$305K -$660K -8,438 -68%
MIA
379
MMBG Investment Advisors
Florida
$302K – – –
CRI
380
Colonial River Investments
Virginia
$297K -$16.1K -206 -5%
First Manhattan
381
First Manhattan
New York
$297K -$718K -9,175 -71%
SC
382
Scotia Capital
Ontario, Canada
$296K -$3.52K -45 -1%
JWCA
383
J.W. Cole Advisors
Florida
$295K +$1.25K +16 +0.4%
PCM
384
Parsons Capital Management
Rhode Island
$295K – – –
AQR Capital Management
385
AQR Capital Management
Connecticut
$293K +$293K +3,750 New
MIAS
386
Mason Investment Advisory Services
Virginia
$291K – – –
RWP
387
Ridgecrest Wealth Partners
California
$290K – – –
FRA
388
Front Row Advisors
California
$289K +$1.95K +25 +0.7%
DCM
389
Disciplina Capital Management
Tennessee
$289K -$345K -4,406 -54%
CT
390
Colonial Trust
South Carolina
$289K – – –
MOS
391
MGO One Seven
Ohio
$287K -$2.43K -31 -0.8%
KL
392
KWMG LLC
Kansas
$287K -$42.9K -548 -13%
KAM
393
Kraft Asset Management
Tennessee
$285K – – –
BEI
394
Benjamin Edwards Inc
Missouri
$283K -$705 -9 -0.2%
SS
395
Simplicity Solutions
Minnesota
$283K – – –
BFG
396
Bleakley Financial Group
New Jersey
$283K – – –
MGAM
397
McGowan Group Asset Management
Texas
$281K +$1.02K +13 +0.4%
CAM
398
CPA Asset Management
Florida
$280K -$248K -3,168 -47%
PCIA
399
Prime Capital Investment Advisors
Kansas
$277K +$20.7K +264 +8%
SAM
400
SP Asset Management
California
$277K +$939 +12 +0.3%
14 15
16
17 18