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iShares Core S&P US Value ETF
IUSV

Overview Fund Activity

479 hedge funds and large institutions have $8.82B invested in iShares Core S&P US Value ETF in 2021 Q4 according to their latest regulatory filings, with 94 funds opening new positions, 175 increasing their positions, 114 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
479
Holders Change
+59
Holders Change %
+14.05%
% of All Funds
7.4%
Holding in Top 10
35
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+16.67%
% of All Funds
0.54%
New
94
Increased
175
Reduced
114
Closed
30
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
$4.06B
2
BlackRock
BlackRock
New York
$103M
3
Morgan Stanley
Morgan Stanley
New York
$602M
4
LPL Financial
LPL Financial
California
$838M
5
S
SignatureFD
Georgia
$297M

Top Sellers

1
Wells Fargo
Wells Fargo
California
$56.4M
2
RJFSA
Raymond James Financial Services Advisors
Florida
$25.6M
3
UBS Group
UBS Group
Switzerland
$120M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$101M
5
PBF
Petix & Botte Financial
California
$10.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
LC
426
Lindbrook Capital
California
$18K +$18K +236 New
HIA
427
Harbor Investment Advisory
Maryland
$17K – – –
SWM
428
Sugarloaf Wealth Management
Georgia
$17K – – –
PCFFS
429
Pacific Center for Financial Services
California
$17K – – –
SFPG
430
Stonebridge Financial Planning Group
Florida
$17K – – –
HNWA
431
Henrickson Nauta Wealth Advisors
Michigan
$16K +$16K +212 New
DWP
432
Destiny Wealth Partners
Florida
$15K – – –
AA
433
Ancora Advisors
Ohio
$15K +$628 +8 +4%
PCA
434
Providence Capital Advisors
North Carolina
$14K – – –
Fifth Third Bancorp
435
Fifth Third Bancorp
Ohio
$14K +$376 +5 +3%
CWM
436
Curi Wealth Management
North Carolina
$14K +$14K +184 New
ZB
437
Zions Bancorporation
Utah
$13K +$13K +169 New
LIA
438
LS Investment Advisors
Michigan
$12K – – –
TCWA
439
Ten Capital Wealth Advisors
Washington
$11K -$1.32K -18 -11%
TCOV
440
Trust Company of Vermont
Vermont
$11K +$11K +141 New
PA
441
Parallel Advisors
California
$11K +$11K +146 New
VCM
442
Viewpoint Capital Management
Washington
$11K +$11K +150 New
GI
443
Gradient Investments
Minnesota
$10K -$1.59K -21 -14%
CTB
444
Country Trust Bank
Illinois
$10K – – –
PA
445
PSI Advisors
Florida
$10K – – –
WTC
446
WhitTier Trust Company
Nevada
$9K – – –
FFA
447
Freedman Financial Associates
Massachusetts
$8K – – –
ZIG
448
Zullo Investment Group
Pennsylvania
$8K +$8K +101 New
IAG
449
Investmark Advisory Group
Connecticut
$8K +$8K +108 New
MFC
450
Morris Financial Concepts
South Carolina
$7K +$7K +88 New
16 17
18
19 20