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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 %
JFGIW
451
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$6K -$2.62K -34 -30%
MIM
452
MTM Investment Management
South Carolina
$6K – – –
KFS
453
Kelly Financial Services
Massachusetts
$5.16K +$76 +1 +1%
TC
454
Trust Company
Kansas
$5K – – –
Simplex Trading
455
Simplex Trading
Illinois
$4K -$78.8K -1,281 -95%
FMP
456
Financial Management Professionals
Texas
$4K – – –
JFA
457
JNBA Financial Advisors
Minnesota
$4K – – –
CAAS
458
Capital Asset Advisory Services
Michigan
$4K – – –
WWM
459
Wolff Wiese Magana
California
$4K +$1.19K +17 +43%
CSB
460
City State Bank
Iowa
$4K +$4K +48 New
KFI
461
Key Financial Inc
Pennsylvania
$4K +$4K +56 New
AIC
462
Archer Investment Corporation
Indiana
$3.44K – – –
FCAS
463
First Command Advisory Services
Texas
$3K +$3K +34 New
SWM
464
Selective Wealth Management
Virginia
$3K +$3K +36 New
FFG
465
Ford Financial Group
California
$2.47K -$193 -2,532 -7%
MAM
466
Meeder Asset Management
Ohio
$2K -$154 -2 -7%
RG
467
Retirement Group
California
$2K – – –
VNA
468
Valley National Advisers
Pennsylvania
$2K – – –
SIC
469
Salem Investment Counselors
North Carolina
$2K +$2K +31 New
FA
470
Faithward Advisors
Pennsylvania
$2K +$2K +32 New
TAM
471
Tucker Asset Management
Colorado
$1.91K – – –
FHC
472
First Heartland Consultants
Missouri
$1.55K +$29 +375 +2%
WA
473
Win Advisors
Florida
$1K +$1K +10 New
AIP
474
Ahrens Investment Partners
Louisiana
$1K +$1K +17 New
BBHC
475
Brown Brothers Harriman & Co
New York
$46 – – –
17 18
19
20 21