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iShares Core S&P US Value ETF
IUSV

Overview Fund Activity

545 hedge funds and large institutions have $9.49B invested in iShares Core S&P US Value ETF in 2022 Q4 according to their latest regulatory filings, with 105 funds opening new positions, 195 increasing their positions, 145 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
545
Holders Change
+69
Holders Change %
+14.5%
% of All Funds
8.79%
Holding in Top 10
47
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+38.24%
% of All Funds
0.76%
New
105
Increased
195
Reduced
145
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
VWM
Venturi Wealth Management
Texas
$84.7M
2
Bank of America
Bank of America
North Carolina
$3.85B
3
TF
Trek Financial
Arizona
$50M
4
Bank of New York Mellon
Bank of New York Mellon
New York
$37M
5
BlackRock
BlackRock
New York
$279M

Top Sellers

1
Natixis Advisors
Natixis Advisors
Massachusetts
$19.9M
2
AL
Aspiriant LLC
California
$163M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$116M
4
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$41.7M
5
SHGA
Sand Hill Global Advisors
California
$104M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFG
401
Citizens Financial Group
Rhode Island
$247K – – –
SF
402
Synovus Financial
Georgia
$246K +$141 +2 +0.1%
MOS
403
MGO One Seven
Ohio
$246K +$246K +3,478 New
AP
404
Appleton Partners
Massachusetts
$243K – – –
VFA
405
Valeo Financial Advisors
Indiana
$242K +$242K +3,421 New
BJL
406
Brighton Jones LLC
Washington
$239K +$239K +3,387 New
BSSFA
407
Baron Silver Stevens Financial Advisors
Florida
$239K -$110K -1,557 -32%
SG
408
StoneX Group
New York
$235K +$235K +3,320 New
NAS
409
Nicolet Advisory Services
Wisconsin
$234K – – –
APW
410
Austin Private Wealth
Texas
$233K – – –
AIM
411
Anchor Investment Management
South Carolina
$232K – – –
NA
412
Nottingham Advisors
New York
$232K +$232K +3,279 New
SCP
413
Syntal Capital Partners
Texas
$227K – – –
XF
414
XML Financial
Maryland
$225K +$225K +3,184 New
BWM
415
Brickley Wealth Management
California
$222K -$479K -6,788 -68%
BCI
416
Brinker Capital Investments
Pennsylvania
$221K +$221K +3,132 New
OWA
417
Octavia Wealth Advisors
Ohio
$220K -$9.6K -136 -4%
KF
418
Krilogy Financial
Missouri
$219K +$219K +3,099 New
LFA
419
Lauterbach Financial Advisors
Texas
$218K +$218K +3,085 New
National Bank of Canada
420
National Bank of Canada
Quebec, Canada
$215K +$11.3K +160 +6%
BWM
421
BNC Wealth Management
Oregon
$213K +$213K +3,015 New
ADL
422
Asset Dedication LLC
California
$212K +$97.7K +1,385 +86%
OIA
423
Optimum Investment Advisors
Illinois
$212K – – –
BL
424
Balentine LLC
Georgia
$212K -$1.55K -22 -0.7%
ACA
425
Aptus Capital Advisors
Alabama
$211K -$17.5K -248 -8%
15 16
17
18 19