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iShares Core S&P US Value ETF
IUSV

Overview Fund Activity

566 hedge funds and large institutions have $9.98B invested in iShares Core S&P US Value ETF in 2023 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 177 increasing their positions, 176 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
566
Holders Change
-7
Holders Change %
-1.22%
% of All Funds
9.02%
Holding in Top 10
42
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-8.7%
% of All Funds
0.67%
New
45
Increased
177
Reduced
176
Closed
45
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$48.1M
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$24.1M
3
Jones Financial Companies
Jones Financial Companies
Missouri
+$22.2M
4
VWM
Venturi Wealth Management
Texas
+$21.4M
5
Charles Schwab
Charles Schwab
California
+$18.7M

Top Sellers

1
BlackRock
BlackRock
New York
-$220M
2
ERFOTCOFW
Employees Retirement Fund of the City of Fort Worth
Texas
-$45.4M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$38.4M
4
IAN
Integrated Advisors Network
Texas
-$17.5M
5
BTI
Blue Trust Inc
Georgia
-$14.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
MIA
376
MMBG Investment Advisors
Florida
$292K – – –
FFA
377
Farther Finance Advisors
California
$289K +$70.7K +947 +32%
UWPG
378
Ullmann Wealth Partners Group
Florida
$283K -$28.9K -387 -9%
SC
379
Scotia Capital
Ontario, Canada
$282K – – –
JWCA
380
J.W. Cole Advisors
Florida
$281K – – –
KWM
381
Kingsview Wealth Management
Oregon
$280K +$280K +3,757 New
AQR Capital Management
382
AQR Capital Management
Connecticut
$280K – – –
MIAS
383
Mason Investment Advisory Services
Virginia
$278K – – –
DCM
384
DGS Capital Management
New Jersey
$277K +$32.6K +437 +13%
RWP
385
Ridgecrest Wealth Partners
California
$276K – – –
FRA
386
Front Row Advisors
California
$276K – – –
DCM
387
Disciplina Capital Management
Tennessee
$275K – – –
CT
388
Colonial Trust
South Carolina
$275K – – –
Betterment LLC
389
Betterment LLC
New York
$275K +$52.4K +701 +24%
PCM
390
Parsons Capital Management
Rhode Island
$274K -$7.09K -95 -3%
KAM
391
Kraft Asset Management
Tennessee
$272K – – –
MGAM
392
McGowan Group Asset Management
Texas
$268K – – –
CAM
393
CPA Asset Management
Florida
$267K – – –
CFG
394
Citizens Financial Group
Rhode Island
$266K +$5K +67 +2%
TWC
395
TD Waterhouse Canada
Ontario, Canada
$264K -$284K -3,834 -52%
SAM
396
SP Asset Management
California
$264K – – –
Bessemer Group
397
Bessemer Group
New Jersey
$262K +$207K +2,765 +374%
EWA
398
Encompass Wealth Advisors
Oregon
$262K – – –
CWM
399
Congress Wealth Management
Massachusetts
$260K +$260K +3,489 New
KL
400
KWMG LLC
Kansas
$258K -$14.7K -197 -5%
14 15
16
17 18