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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 %
IIC
401
Integrated Investment Consultants
Michigan
$258K – – –
CFG
402
Citizens Financial Group
Rhode Island
$258K – – –
PP
403
Patten & Patten
Tennessee
$254K -$18.4K -250 -7%
AP
404
Appleton Partners
Massachusetts
$254K – – –
BSSFA
405
Baron Silver Stevens Financial Advisors
Florida
$250K – – –
NGA
406
Naples Global Advisors
Florida
$249K -$12.9K -175 -5%
AWAP
407
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$249K -$10.4K -141 -4%
APW
408
Austin Private Wealth
Texas
$243K – – –
AIM
409
Anchor Investment Management
South Carolina
$242K – – –
PCIA
410
Prime Capital Investment Advisors
Kansas
$242K -$34.1K -462 -12%
CAL
411
Capital Analysts LLC
Pennsylvania
$236K -$3.19M -43,110 -93%
BWM
412
Brickley Wealth Management
California
$232K – – –
NAS
413
Nicolet Advisory Services
Wisconsin
$231K – – –
HWM
414
HB Wealth Management
Georgia
$230K +$230K +3,118 New
OWA
415
Octavia Wealth Advisors
Ohio
$230K – – –
SCP
416
Syntal Capital Partners
Texas
$227K – – –
BO
417
Bank OZK
Arkansas
$227K +$13.9K +188 +7%
KF
418
Krilogy Financial
Missouri
$226K -$2.21K -30 -1%
LFA
419
Lauterbach Financial Advisors
Texas
$226K -$1.18K -16 -0.5%
ADL
420
Asset Dedication LLC
California
$223K +$1.77K +24 +0.8%
BWM
421
BNC Wealth Management
Oregon
$223K +$148 +2 +0.1%
OIA
422
Optimum Investment Advisors
Illinois
$221K – – –
GFWA
423
Grey Fox Wealth Advisors
Delaware
$220K +$1.03K +14 +0.5%
AAM
424
Augustine Asset Management
Florida
$220K +$220K +2,979 New
HA
425
HFG Advisors
Ohio
$219K – – –
15 16
17
18 19