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iShares Core S&P US Value ETF
IUSV

Overview Fund Activity

566 hedge funds and large institutions have $9.98B invested in iShares Core S&P US Value ETF in 2023 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 177 increasing their positions, 176 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
566
Holders Change
-7
Holders Change %
-1.22%
% of All Funds
9.02%
Holding in Top 10
42
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-8.7%
% of All Funds
0.67%
New
45
Increased
177
Reduced
176
Closed
45
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
$4.18B
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$80.6M
3
Jones Financial Companies
Jones Financial Companies
Missouri
$178M
4
VWM
Venturi Wealth Management
Texas
$61.7M
5
Charles Schwab
Charles Schwab
California
$18.7M

Top Sellers

1
BlackRock
BlackRock
New York
$19.6M
2
ERFOTCOFW
Employees Retirement Fund of the City of Fort Worth
Texas
$0
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$10.7M
4
IAN
Integrated Advisors Network
Texas
$16.2M
5
BTI
Blue Trust Inc
Georgia
$404M
Name Holding Trade Value Shares
Change 		Shares
Change %
IA
451
IFP Advisors
Florida
$144K -$280K -3,756 -66%
CAL
452
Capital Analysts LLC
Pennsylvania
$132K -$3.96K -53 -3%
WP
453
WealthShield Partners
North Carolina
$131K – – –
FFC
454
First Financial Corp
Indiana
$131K – – –
EW
455
Element Wealth
Mississippi
$130K +$6.12K +82 +5%
AW
456
Avion Wealth
Texas
$124K – – –
HI
457
Harbour Investments
Wisconsin
$118K +$448 +6 +0.4%
TFGT
458
TS Financial Group (TSFG)
Illinois
$118K – – –
FP
459
Financial Perspectives
Minnesota
$116K +$2.76K +37 +2%
HGERS
460
Householder Group Estate & Retirement Specialist
Arizona
$114K +$114K +1,526 New
BWM
461
Baystate Wealth Management
Massachusetts
$113K – – –
MIM
462
Macroview Investment Management
Maryland
$109K +$109K +1,464 New
FDCDDQ
463
Federation des caisses Desjardins du Quebec
Quebec, Canada
$108K -$19.7K -264 -15%
MBFW
464
Morton Brown Family Wealth
Pennsylvania
$108K – – –
ZB
465
Zions Bancorporation
Utah
$106K +$106K +1,427 New
DIP
466
DT Investment Partners
Pennsylvania
$95.7K – – –
OFG
467
Oxford Financial Group
Indiana
$91.8K – – –
MPCG
468
Matrix Private Capital Group
New York
$90.1K – – –
First Manhattan
469
First Manhattan
New York
$87.5K -$196K -2,625 -69%
BBHC
470
Brown Brothers Harriman & Co
New York
$87.4K – – –
Fifth Third Bancorp
471
Fifth Third Bancorp
Ohio
$86.9K +$84.1K +1,127 +2,966%
LFG
472
Larson Financial Group
Missouri
$83.7K +$7.01K +94 +9%
SC
473
Stephens Consulting
Michigan
$80.7K -$1.49K -20 -2%
TRCT
474
Tower Research Capital (TRC)
New York
$80K -$547K -7,334 -87%
EWA
475
EverSource Wealth Advisors
Alabama
$78.5K +$6.34K +85 +9%
17 18
19
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