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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 %
GFWA
426
Grey Fox Wealth Advisors
Delaware
$234K +$861 +11 +0.4%
SCP
427
Syntal Capital Partners
Texas
$233K -$18K -230 -7%
Betterment LLC
428
Betterment LLC
New York
$233K +$233K +2,980 New
BO
429
Bank OZK
Arkansas
$232K -$8.06K -103 -3%
HA
430
HFG Advisors
Ohio
$232K – – –
National Bank of Canada
431
National Bank of Canada
Quebec, Canada
$231K – – –
LFA
432
Lauterbach Financial Advisors
Texas
$230K -$9.94K -127 -4%
FFA
433
Farther Finance Advisors
California
$229K -$2.82K -36 -1%
WCAMG
434
Woodard & Company Asset Management Group
North Carolina
$219K – – –
TC
435
TAP Consulting
Missouri
$218K -$1.8K -23 -0.8%
WCG
436
Weaver Consulting Group
California
$215K +$215K +2,746 New
SHGA
437
Sand Hill Global Advisors
California
$213K -$116M -1,488,175 -100%
PA
438
Pinnacle Associates
New York
$211K -$13.3K -170 -6%
KA
439
Klingman & Associates
New York
$211K +$211K +2,690 New
CS
440
Comerica Securities
Michigan
$210K -$5.71K -73 -3%
HSWM
441
Hubbell Strickland Wealth Management
Louisiana
$208K +$208K +2,654 New
WIA
442
World Investment Advisors
California
$207K +$207K +2,645 New
NW
443
NewEdge Wealth
Pennsylvania
$207K +$207K +2,642 New
HL
444
HeadInvest LLC
Maine
$207K +$207K +2,605 New
Members Trust
445
Members Trust
Florida
$206K +$206K +2,637 New
GWM
446
Greenhouse Wealth Management
Connecticut
$206K +$206K +2,633 New
PFA
447
Pinnacle Family Advisors
Missouri
$205K +$205K +2,625 New
SI
448
Stephens Inc
Arkansas
$205K +$205K +2,621 New
OIA
449
Optimum Investment Advisors
Illinois
$203K -$31.3K -400 -13%
SWM
450
SeaCrest Wealth Management
New York
$202K +$202K +2,583 New
16 17
18
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