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iShares Core S&P US Value ETF
IUSV

Overview Fund Activity

545 hedge funds and large institutions have $9.49B invested in iShares Core S&P US Value ETF in 2022 Q4 according to their latest regulatory filings, with 105 funds opening new positions, 195 increasing their positions, 145 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
545
Holders Change
+69
Holders Change %
+14.5%
% of All Funds
8.79%
Holding in Top 10
47
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+38.24%
% of All Funds
0.76%
New
105
Increased
195
Reduced
145
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
VWM
Venturi Wealth Management
Texas
$84.7M
2
Bank of America
Bank of America
North Carolina
$3.85B
3
TF
Trek Financial
Arizona
$50M
4
Bank of New York Mellon
Bank of New York Mellon
New York
$37M
5
BlackRock
BlackRock
New York
$279M

Top Sellers

1
Natixis Advisors
Natixis Advisors
Massachusetts
$19.9M
2
AL
Aspiriant LLC
California
$163M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$116M
4
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$41.7M
5
SHGA
Sand Hill Global Advisors
California
$104M
Name Holding Trade Value Shares
Change 		Shares
Change %
AW
451
Avion Wealth
Texas
$104K – – –
MBFW
452
Morton Brown Family Wealth
Pennsylvania
$102K – – –
MCC
453
Money Concepts Capital
Florida
$91.9K +$88.8K +1,257 +2,857%
DIP
454
DT Investment Partners
Pennsylvania
$90.6K – – –
FHA
455
First Horizon Advisors
Tennessee
$87.2K – – –
BBHC
456
Brown Brothers Harriman & Co
New York
$82.7K – – –
LFG
457
Larson Financial Group
Missouri
$78.7K – – –
AWM
458
Avior Wealth Management
Nebraska
$76.5K -$9.89K -140 -11%
SC
459
Stephens Consulting
Michigan
$76.4K – – –
OFG
460
Oxford Financial Group
Indiana
$75.2K +$17.7K +251 +31%
BONH
461
Bank of New Hampshire
New Hampshire
$70K +$70K +990 New
LAM
462
Lakewood Asset Management
Illinois
$66K +$66K +940 New
ANBT
463
American National Bank & Trust
Texas
$65K – – –
PPC
464
Park Place Capital
Alabama
$64K +$64K +908 New
BWAM
465
Boyd Watterson Asset Management
Ohio
$63.6K +$63.6K +900 New
TF
466
TimeScale Financial
Massachusetts
$63.1K +$63 +1 +0.1%
SWA
467
SOA Wealth Advisors
New York
$62K -$3.11K -44 -5%
FFA
468
Founders Financial Alliance
North Carolina
$55K – – –
Bessemer Group
469
Bessemer Group
New Jersey
$52K – – –
FWM
470
Focused Wealth Management
New York
$50.7K +$50.7K +718 New
TC
471
Truvestments Capital
Florida
$47.7K – – –
EWM
472
EPG Wealth Management
Georgia
$46.5K – – –
WOSD
473
WFA of San Diego
California
$42.4K +$42.4K +600 New
SMA
474
Sage Mountain Advisors
Georgia
$39.5K – – –
DWP
475
Destiny Wealth Partners
Florida
$39.5K +$2.05K +29 +5%
17 18
19
20 21