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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 %
PFGIA
401
Patriot Financial Group Insurance Agency
Massachusetts
$276K -$13.5K -173 -5%
RJT
402
Raymond James Trust
Florida
$276K – – –
EWA
403
Encompass Wealth Advisors
Oregon
$275K – – –
IIC
404
Integrated Investment Consultants
Michigan
$274K – – –
CFG
405
Citizens Financial Group
Rhode Island
$274K – – –
CIM
406
Confluence Investment Management
Missouri
$272K +$272K +3,477 New
AP
407
Appleton Partners
Massachusetts
$270K – – –
PP
408
Patten & Patten
Tennessee
$270K – – –
BSSFA
409
Baron Silver Stevens Financial Advisors
Florida
$265K – – –
AWAP
410
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$264K +$235 +3 +0.1%
NGA
411
Naples Global Advisors
Florida
$264K – – –
SHFA
412
SC&H Financial Advisors
Maryland
$262K -$15.3K -195 -6%
APW
413
Austin Private Wealth
Texas
$258K – – –
DCM
414
DGS Capital Management
New Jersey
$257K +$257K +3,280 New
AIM
415
Anchor Investment Management
South Carolina
$257K – – –
CFGS
416
Concourse Financial Group Securities
Alabama
$250K -$382K -4,878 -60%
AAM
417
Augustine Asset Management
Florida
$249K +$15.7K +201 +7%
BWM
418
Brickley Wealth Management
California
$246K – – –
OWA
419
Octavia Wealth Advisors
Ohio
$246K +$2.19K +28 +0.9%
NAS
420
Nicolet Advisory Services
Wisconsin
$245K – – –
HWM
421
HB Wealth Management
Georgia
$244K – – –
YIH
422
Y-Intercept (HK)
Hong Kong
$241K +$241K +3,074 New
ADL
423
Asset Dedication LLC
California
$237K – – –
BWM
424
BNC Wealth Management
Oregon
$236K +$78 +1 +0%
XF
425
XML Financial
Maryland
$235K +$15.6K +199 +7%
15 16
17
18 19