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iShares Core S&P US Value ETF
IUSV

Overview Fund Activity

482 hedge funds and large institutions have $8.29B invested in iShares Core S&P US Value ETF in 2022 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 169 increasing their positions, 150 reducing their positions, and 37 closing their positions.

Holders
482
Holders Change
+3
Holders Change %
+0.63%
% of All Funds
8.15%
Holding in Top 10
37
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.78%
% of All Funds
0.63%
New
49
Increased
169
Reduced
150
Closed
37
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BlackRock
1
BlackRock
New York
$296M
2
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$47.4M
3
Natixis Advisors
3
Natixis Advisors
Massachusetts
$28.6M
4
F
4
F3Logic
Minnesota
$24.2M
5
Morgan Stanley
5
Morgan Stanley
New York
$559M

Top Sellers

1
Thrivent Financial for Lutherans
1
Thrivent Financial for Lutherans
Minnesota
$617K
2
SG
2
StoneX Group
New York
$0
3
CG
3
Colony Group
Massachusetts
$2.12M
4
PBF
4
Petix & Botte Financial
California
$9.48M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$20M
Name Holding Trade Value Shares
Change 		Shares
Change %
Osaic Holdings
26
Osaic Holdings
Arizona
$30.6M +$2.67M +39,966 +10%
SSB
27
Sandy Spring Bank
Maryland
$30.2M +$727K +10,867 +2%
Natixis Advisors
28
Natixis Advisors
Massachusetts
$28.6M +$12.9M +193,530 +83%
HighTower Advisors
29
HighTower Advisors
Illinois
$27.6M -$1.69M -25,356 -6%
WWM
30
Windsor Wealth Management
Indiana
$27.1M +$2.56M +38,066 +10%
TAIM
31
TD Ameritrade Investment Management
Nebraska
$25.7M +$8.81M +131,777 +52%
Ameriprise
32
Ameriprise
Minnesota
$24.8M +$8.33M +124,480 +51%
RJFSA
33
Raymond James Financial Services Advisors
Florida
$24.4M +$2.05M +30,583 +9%
F
34
F3Logic
Minnesota
$24.2M +$10.4M +154,983 +75%
AF
35
Allworth Financial
California
$23M -$6.99M -104,535 -23%
HFS
36
Hantz Financial Services
Michigan
$21.4M +$623K +9,320 +3%
UCFA
37
United Capital Financial Advisors
Texas
$21.4M -$1.28M -19,176 -6%
AAS
38
Avantax Advisory Services
Texas
$21M +$1.66M +24,764 +9%
Cambridge Investment Research Advisors
39
Cambridge Investment Research Advisors
Iowa
$20M -$8.29M -123,932 -29%
JPMorgan Chase & Co
40
JPMorgan Chase & Co
New York
$19.8M -$941K -14,065 -5%
AWS
41
Atria Wealth Solutions
New York
$19.7M +$444K +6,646 +2%
FWM
42
ForthRight Wealth Management
Georgia
$18.8M +$1.72M +25,716 +10%
EWA
43
ERTS Wealth Advisors
Michigan
$17.5M +$2.15M +32,092 +14%
RJA
44
Raymond James & Associates
Florida
$17.3M -$957K -14,316 -5%
KAS
45
Kestra Advisory Services
Texas
$16.7M +$4.85M +72,477 +41%
MML Investors Services
46
MML Investors Services
Massachusetts
$15.7M -$162K -2,422 -1%
SCA
47
Southern Capital Advisors
Tennessee
$15.6M +$256K +3,834 +2%
CFD
48
Creative Financial Designs
Indiana
$14.9M +$2.35M +35,136 +19%
WAOI
49
Wealth Advisors of Iowa
Iowa
$14.6M +$8.76M +124,250 +149%
IWMWV
50
Ironwood Wealth Management (West Virginia)
West Virginia
$14.6M +$38K +561 +0.3%
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