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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 %
NRC
451
New Republic Capital
North Carolina
$107K +$107K +1,445 New
Commonwealth Equity Services
452
Commonwealth Equity Services
Massachusetts
$98.5K +$4.51K +61,123 +5%
DIP
453
DT Investment Partners
Pennsylvania
$95.9K – – –
MPCG
454
Matrix Private Capital Group
New York
$88.5K +$88.5K +1,200 New
BBHC
455
Brown Brothers Harriman & Co
New York
$86.4K – – –
SC
456
Stephens Consulting
Michigan
$81.3K +$1.48K +20 +2%
OFG
457
Oxford Financial Group
Indiana
$81.2K +$2.66K +36 +3%
LFG
458
Larson Financial Group
Missouri
$75.8K -$6.35K -86 -8%
AWM
459
Avior Wealth Management
Nebraska
$74.1K -$5.91K -80 -7%
ANBT
460
American National Bank & Trust
Texas
$68K – – –
PPC
461
Park Place Capital
Alabama
$67.3K +$369 +5 +0.6%
BWAM
462
Boyd Watterson Asset Management
Ohio
$66.4K – – –
CIA
463
Cascade Investment Advisors
Oregon
$66.4K +$66.4K +900 New
BONH
464
Bank of New Hampshire
New Hampshire
$66K -$7.01K -95 -10%
PCMC
465
Private Capital Management (Colorado)
Colorado
$65.5K +$65.5K +888 New
PP
466
Pacifica Partners
Canada
$63.1K +$63.1K +865 New
TF
467
TimeScale Financial
Massachusetts
$63.1K -$11.3K -153 -15%
FHA
468
First Horizon Advisors
Tennessee
$59.8K -$31.4K -425 -34%
SWA
469
SOA Wealth Advisors
New York
$56.6K -$8.12K -110 -13%
GWSG
470
GPS Wealth Strategies Group
Colorado
$55.9K +$55.9K +757 New
CFB
471
Cullen/Frost Bankers
Texas
$55.3K -$92.7K -1,256 -63%
Bessemer Group
472
Bessemer Group
New Jersey
$55K – – –
FWM
473
Focused Wealth Management
New York
$53K – – –
TC
474
Truvestments Capital
Florida
$49.8K – – –
EWM
475
EPG Wealth Management
Georgia
$48.6K – – –
17 18
19
20 21