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iShares Core S&P US Value ETF
IUSV

Overview Fund Activity

476 hedge funds and large institutions have $7.86B invested in iShares Core S&P US Value ETF in 2022 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 188 increasing their positions, 127 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
476
Holders Change
-6
Holders Change %
-1.24%
% of All Funds
8.23%
Holding in Top 10
34
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-8.11%
% of All Funds
0.59%
New
40
Increased
188
Reduced
127
Closed
41
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$3.34B
2
Jones Financial Companies
2
Jones Financial Companies
Missouri
$98.5M
3
Natixis Advisors
3
Natixis Advisors
Massachusetts
$48.1M
4
CG
4
Colony Group
Massachusetts
$21.9M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$110M

Top Sellers

1
BlackRock
1
BlackRock
New York
$222M
2
Morgan Stanley
2
Morgan Stanley
New York
$479M
3
BTI
3
Blue Trust Inc
Georgia
$369M
4
WAOI
4
Wealth Advisors of Iowa
Iowa
$3.83M
5
S
5
SignatureFD
Georgia
$226M
Name Holding Trade Value Shares
Change 		Shares
Change %
FMII
426
Farmers & Merchants Investments Inc
Nebraska
$19K – – –
NSB
427
Norway Savings Bank
Maine
$16K – – –
TAM
428
Tucker Asset Management
Colorado
$15.8K +$14.1K +202 +808%
LC
429
Lindbrook Capital
California
$15K – – –
OSAM
430
O'Shaughnessy Asset Management
Connecticut
$14K – – –
HIA
431
Harbor Investment Advisory
Maryland
$14K – – –
SWM
432
Sugarloaf Wealth Management
Georgia
$14K – – –
PCFFS
433
Pacific Center for Financial Services
California
$14K – – –
MRCM
434
M&R Capital Management
New Jersey
$12K – – –
TCWA
435
Ten Capital Wealth Advisors
Washington
$10K – – –
CAL
436
Capital Advisors Ltd
Ohio
$10K – – –
SN
437
Sittner & Nelson
Oregon
$10K – – –
LDFR
438
Lehman & Derafelo Financial Resources
Pennsylvania
$9K – – –
VCM
439
Viewpoint Capital Management
Washington
$9K – – –
TCOV
440
Trust Company of Vermont
Vermont
$9K – – –
PA
441
PSI Advisors
Florida
$8K – – –
DI
442
Disciplined Investments
Oklahoma
$8K – – –
CTB
443
Country Trust Bank
Illinois
$8K – – –
PCA
444
Providence Capital Advisors
North Carolina
$7K -$3.77K -63 -35%
AA
445
Ancora Advisors
Ohio
$7K – – –
RIA
446
Realta Investment Advisors
Delaware
$7K +$7K +118 New
NMG
447
New Millennium Group
Utah
$6K +$6K +97 New
JFGIW
448
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$5K – – –
AWM
449
Atticus Wealth Management
Florida
$5K – – –
MIM
450
MTM Investment Management
South Carolina
$5K – – –
16 17
18
19 20