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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 %
WWM
451
Wolff Wiese Magana
California
$5K – – –
AIC
452
Archer Investment Corporation
Indiana
$4.32K – – –
KFS
453
Kelly Financial Services
Massachusetts
$4.3K +$62 +1 +1%
MFC
454
Morris Financial Concepts
South Carolina
$4K -$1.05K -17 -21%
TC
455
Trust Company
Kansas
$4K – – –
BWL
456
Bogart Wealth LLC
Virginia
$4K +$412 +7 +11%
BC
457
Barrett & Company
Rhode Island
$3.04K +$3.04K +43 New
CSB
458
City State Bank
Iowa
$3K – – –
FMP
459
Financial Management Professionals
Texas
$3K – – –
MCC
460
Money Concepts Capital
Florida
$3K – – –
WFA
461
Wipfli Financial Advisors
Wisconsin
$3K +$3K +54 New
Simplex Trading
462
Simplex Trading
Illinois
$3K +$3K +57 New
SWM
463
Selective Wealth Management
Virginia
$2K – – –
FA
464
Faithward Advisors
Pennsylvania
$2K – – –
SIC
465
Salem Investment Counselors
North Carolina
$2K – – –
VNA
466
Valley National Advisers
Pennsylvania
$2K – – –
FHC
467
First Heartland Consultants
Missouri
$1.24K +$22 +350 +2%
SC
468
SouthState Corp
Florida
$1K – – –
WA
469
Win Advisors
Florida
$1K – – –
Bank of Montreal
470
Bank of Montreal
Ontario, Canada
$603 +$46 +668 +8%
BSSFA
471
Baron Silver Stevens Financial Advisors
Florida
$212 +$67 +1,557 +46%
CI Investments Inc
472
CI Investments Inc
Ontario, Canada
– -$2.04M -30,510 Closed
TPA
473
Trivium Point Advisory
Connecticut
– -$432K -6,362 Closed
MP
474
McDonald Partners
Ohio
– -$360K -5,388 Closed
ARC
475
Advisor Resource Council
Texas
– -$315K -4,717 Closed
17 18
19
20 21