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iShares Core S&P US Value ETF
IUSV

Overview Fund Activity

479 hedge funds and large institutions have $8.82B invested in iShares Core S&P US Value ETF in 2021 Q4 according to their latest regulatory filings, with 94 funds opening new positions, 175 increasing their positions, 114 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
479
Holders Change
+59
Holders Change %
+14.05%
% of All Funds
7.4%
Holding in Top 10
35
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+16.67%
% of All Funds
0.54%
New
94
Increased
175
Reduced
114
Closed
30
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$4.06B
2
BlackRock
2
BlackRock
New York
$103M
3
Morgan Stanley
3
Morgan Stanley
New York
$602M
4
LPL Financial
4
LPL Financial
California
$838M
5
S
5
SignatureFD
Georgia
$297M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$56.4M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$25.6M
3
UBS Group
3
UBS Group
Switzerland
$120M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$101M
5
PBF
5
Petix & Botte Financial
California
$10.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
SSB
26
Sandy Spring Bank
Maryland
$35.2M +$1.27M +16,634 +4%
HighTower Advisors
27
HighTower Advisors
Illinois
$34.2M +$165K +2,164 +0.5%
Wealth Enhancement Advisory Services
28
Wealth Enhancement Advisory Services
Minnesota
$32M +$5.39M +71,793 +20%
Osaic Holdings
29
Osaic Holdings
Arizona
$31M +$2.95M +38,588 +11%
AF
30
Allworth Financial
California
$29M +$372K +4,876 +1%
WWM
31
Windsor Wealth Management
Indiana
$27.4M +$2.07M +26,665 +8%
UCFA
32
United Capital Financial Advisors
Texas
$27.4M -$458K -5,998 -2%
RJFSA
33
Raymond James Financial Services Advisors
Florida
$25.6M -$38.5M -503,694 -60%
CG
34
Colony Group
Massachusetts
$24.6M -$1.1M -14,401 -4%
HFS
35
Hantz Financial Services
Michigan
$24.1M +$378K +4,954 +2%
Ameriprise
36
Ameriprise
Minnesota
$21M +$4.97M +65,372 +31%
JPMorgan Chase & Co
37
JPMorgan Chase & Co
New York
$20.8M +$1.66M +21,791 +9%
AAS
38
Avantax Advisory Services
Texas
$20.3M +$607K +7,954 +3%
VFPW
39
Vantage Financial Partners (Wisconsin)
Wisconsin
$19.5M +$19.5M +255,472 New
TAIM
40
TD Ameritrade Investment Management
Nebraska
$19.1M -$4.13M -54,097 -18%
AWA
41
Amplius Wealth Advisors
Pennsylvania
$18.9M +$18.9M +247,033 New
EWA
42
ERTS Wealth Advisors
Michigan
$18.6M +$1.39M +18,199 +8%
Baird Financial Group
43
Baird Financial Group
Wisconsin
$16.7M +$365K +4,785 +2%
IWMWV
44
Ironwood Wealth Management (West Virginia)
West Virginia
$16.3M +$125K +1,633 +0.8%
PSUF
45
People's United Financial
Connecticut
$16.3M -$2.32M -30,434 -12%
SCA
46
Southern Capital Advisors
Tennessee
$16.2M +$16.2M +212,184 New
FWM
47
ForthRight Wealth Management
Georgia
$16M +$661K +8,660 +4%
CFD
48
Creative Financial Designs
Indiana
$15.7M +$1.95M +25,518 +14%
IAN
49
Integrated Advisors Network
Texas
$15.7M +$4.4M +57,628 +39%
CWP
50
Corepath Wealth Partners
Arizona
$15.2M +$535K +6,954 +4%
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