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iShares Core S&P US Value ETF
IUSV

Overview Fund Activity

479 hedge funds and large institutions have $8.98B invested in iShares Core S&P US Value ETF in 2022 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 188 increasing their positions, 129 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
479
Holders Change
–
Holders Change %
0%
% of All Funds
7.58%
Holding in Top 10
36
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.86%
% of All Funds
0.57%
New
48
Increased
188
Reduced
129
Closed
41
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SHGA
Sand Hill Global Advisors
California
+$53.8M
2
SG
StoneX Group
New York
+$46.2M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$44.8M
4
LPL Financial
LPL Financial
California
+$38.4M
5
Morgan Stanley
Morgan Stanley
New York
+$25.4M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$89.9M
2
BlackRock
BlackRock
New York
-$61.1M
3
SRA
Summit Rock Advisors
New York
-$56.5M
4
RJA
Raymond James & Associates
Florida
-$18.6M
5
IAN
Integrated Advisors Network
Texas
-$13.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCWM
426
Bartlett & Co Wealth Management
Ohio
$27.7K +$27.7K +365 New
LWA
427
Lenox Wealth Advisors
New York
$27K – – –
GLLW
428
Graves Light Lenhart Wealth
Virginia
$27K – – –
AWM
429
Accel Wealth Management
Iowa
$27K – – –
IRC
430
Investors Research Corp
Georgia
$24K – – –
FMII
431
Farmers & Merchants Investments Inc
Nebraska
$23K – – –
TFS
432
TrustCore Financial Services
Tennessee
$23K – – –
CIAS
433
Capital Investment Advisory Services
North Carolina
$20K -$24.2K -324 -55%
NSB
434
Norway Savings Bank
Maine
$19K +$19K +252 New
LC
435
Lindbrook Capital
California
$18K – – –
SWM
436
Sugarloaf Wealth Management
Georgia
$17K – – –
PCFFS
437
Pacific Center for Financial Services
California
$17K – – –
HIA
438
Harbor Investment Advisory
Maryland
$16K – – –
AA
439
Ancora Advisors
Ohio
$14K – – –
PCA
440
Providence Capital Advisors
North Carolina
$14K – – –
CWM
441
Curi Wealth Management
North Carolina
$14K +$76 +1 +0.5%
ZB
442
Zions Bancorporation
Utah
$13K – – –
Fifth Third Bancorp
443
Fifth Third Bancorp
Ohio
$12K -$2.49K -32 -17%
SN
444
Sittner & Nelson
Oregon
$12K +$12K +158 New
TCWA
445
Ten Capital Wealth Advisors
Washington
$11K – – –
VCM
446
Viewpoint Capital Management
Washington
$11K – – –
CTB
447
Country Trust Bank
Illinois
$10K – – –
PA
448
PSI Advisors
Florida
$10K – – –
GI
449
Gradient Investments
Minnesota
$10K – – –
DI
450
Disciplined Investments
Oklahoma
$9K -$10.4K -143 -54%
16 17
18
19 20