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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 %
FFA
426
Farther Finance Advisors
California
$218K +$67.4K +913 +45%
National Bank of Canada
427
National Bank of Canada
Quebec, Canada
$218K -$6.64K -90 -3%
PA
428
Pinnacle Associates
New York
$212K – – –
TC
429
TAP Consulting
Missouri
$207K +$207K +2,810 New
XF
430
XML Financial
Maryland
$207K -$28.3K -383 -12%
WCAMG
431
Woodard & Company Asset Management Group
North Carolina
$207K – – –
SFS
432
Sowell Financial Services
Arkansas
$204K +$204K +2,763 New
CS
433
Comerica Securities
Michigan
$203K -$3.98K -54 -2%
OA
434
Operose Advisors
Wisconsin
$176K +$7.16K +97 +4%
EWA
435
EverSource Wealth Advisors
Alabama
$157K -$5.9K -80 -4%
MA
436
MCF Advisors
Kentucky
$148K – – –
NFSG
437
Newbridge Financial Services Group
Florida
$148K +$664 +9 +0.5%
AWM
438
Angeles Wealth Management
California
$145K -$51.6K -700 -26%
BWA
439
BDO Wealth Advisors
Florida
$140K -$35K -474 -20%
FDCDDQ
440
Federation des caisses Desjardins du Quebec
Quebec, Canada
$137K – – –
WP
441
WealthShield Partners
North Carolina
$132K +$132K +1,790 New
TFGT
442
TS Financial Group (TSFG)
Illinois
$130K +$294 +4 +0.2%
FFC
443
First Financial Corp
Indiana
$130K – – –
Qube Research & Technologies (QRT)
444
Qube Research & Technologies (QRT)
United Kingdom
$126K -$160K -2,175 -56%
AW
445
Avion Wealth
Texas
$117K – – –
HI
446
Harbour Investments
Wisconsin
$116K +$4.87K +66 +4%
BWM
447
Baystate Wealth Management
Massachusetts
$112K +$80.8K +1,095 +261%
FP
448
Financial Perspectives
Minnesota
$112K +$517 +7 +0.5%
CA
449
Clearstead Advisors
Ohio
$110K – – –
MBFW
450
Morton Brown Family Wealth
Pennsylvania
$107K – – –
16 17
18
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