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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 %
OA
451
Operose Advisors
Wisconsin
$187K +$78 +1 +0%
MA
452
MCF Advisors
Kentucky
$157K – – –
SF
453
Safeguard Financial
Wisconsin
$156K +$156K +1,997 New
AWM
454
Angeles Wealth Management
California
$154K – – –
CFD
455
Creative Financial Designs
Indiana
$151K -$221K -2,830 -59%
CAL
456
Capital Analysts LLC
Pennsylvania
$142K -$107K -1,370 -43%
ME
457
McIlrath & Eck
Washington
$140K +$140K +1,784 New
FFC
458
First Financial Corp
Indiana
$138K – – –
WP
459
WealthShield Partners
North Carolina
$137K -$3.13K -40 -2%
FDCDDQ
460
Federation des caisses Desjardins du Quebec
Quebec, Canada
$134K -$10.5K -134 -7%
EW
461
Element Wealth
Mississippi
$130K -$260K -3,318 -67%
AW
462
Avion Wealth
Texas
$130K – – –
HI
463
Harbour Investments
Wisconsin
$124K +$626 +8 +0.5%
TFGT
464
TS Financial Group (TSFG)
Illinois
$123K -$14.8K -190 -11%
BWM
465
Baystate Wealth Management
Massachusetts
$119K +$313 +4 +0.3%
FP
466
Financial Perspectives
Minnesota
$119K +$470 +6 +0.4%
CA
467
Clearstead Advisors
Ohio
$117K – – –
MBFW
468
Morton Brown Family Wealth
Pennsylvania
$113K – – –
NRC
469
New Republic Capital
North Carolina
$113K – – –
NFSG
470
Newbridge Financial Services Group
Florida
$107K -$49.7K -635 -32%
DIP
471
DT Investment Partners
Pennsylvania
$104K – – –
AssetMark Inc
472
AssetMark Inc
California
$100K +$100K +1,281 +128,100%
OFG
473
Oxford Financial Group
Indiana
$96.3K +$10.2K +130 +12%
MPCG
474
Matrix Private Capital Group
New York
$93.9K – – –
BBHC
475
Brown Brothers Harriman & Co
New York
$91.6K – – –
17 18
19
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