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iShares Core S&P US Value ETF
IUSV

Overview Fund Activity

476 hedge funds and large institutions have $7.86B invested in iShares Core S&P US Value ETF in 2022 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 188 increasing their positions, 127 reducing their positions, and 41 closing their positions.

Holders
476
Holders Change
-6
Holders Change %
-1.24%
% of All Funds
8.23%
Holding in Top 10
34
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-8.11%
% of All Funds
0.59%
New
40
Increased
188
Reduced
127
Closed
41
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$3.34B
2
Jones Financial Companies
2
Jones Financial Companies
Missouri
$98.5M
3
Natixis Advisors
3
Natixis Advisors
Massachusetts
$48.1M
4
CG
4
Colony Group
Massachusetts
$21.9M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$110M

Top Sellers

1
BlackRock
1
BlackRock
New York
$222M
2
Morgan Stanley
2
Morgan Stanley
New York
$479M
3
BTI
3
Blue Trust Inc
Georgia
$369M
4
WAOI
4
Wealth Advisors of Iowa
Iowa
$3.83M
5
S
5
SignatureFD
Georgia
$226M
Name Market Value Shares Shares
Change 		Shares
Change %
Fidelity Investments
26
Fidelity Investments
Massachusetts
$29.6M 472,044 -12,690 -3%
HighTower Advisors
27
HighTower Advisors
Illinois
$29.2M 466,360 +53,483 +13%
Osaic Holdings
28
Osaic Holdings
Arizona
$28.7M 459,043 +2,279 +0.5%
SSB
29
Sandy Spring Bank
Maryland
$28.1M 448,138 -4,072 -0.9%
RJFSA
30
Raymond James Financial Services Advisors
Florida
$27.5M 438,533 +73,389 +20%
WWM
31
Windsor Wealth Management
Indiana
$27.3M 426,266 +22,622 +6%
Ameriprise
32
Ameriprise
Minnesota
$25M 399,312 +28,821 +8%
TAIM
33
TD Ameritrade Investment Management
Nebraska
$23.9M 381,491 -2,065 -0.5%
F
34
F3Logic
Minnesota
$22M 350,943 -10,329 -3%
CG
35
Colony Group
Massachusetts
$21.9M 350,521 +318,831 +1,006%
AF
36
Allworth Financial
California
$21.9M 348,984 +5,496 +2%
HFS
37
Hantz Financial Services
Michigan
$20.6M 328,692 +8,307 +3%
AAS
38
Avantax Advisory Services
Texas
$19.3M 308,705 -5,237 -2%
AWS
39
Atria Wealth Solutions
New York
$19.1M 305,811 +10,750 +4%
FWM
40
ForthRight Wealth Management
Georgia
$19.1M 304,753 +23,264 +8%
Cambridge Investment Research Advisors
41
Cambridge Investment Research Advisors
Iowa
$19M 303,787 +4,048 +1%
UCFA
42
United Capital Financial Advisors
Texas
$18.4M 294,219 -25,531 -8%
RJA
43
Raymond James & Associates
Florida
$17.7M 282,954 +24,725 +10%
Northwestern Mutual Wealth Management
44
Northwestern Mutual Wealth Management
Wisconsin
$16.2M 258,044 +67,332 +35%
CFD
45
Creative Financial Designs
Indiana
$15.5M 248,116 +24,971 +11%
EWA
46
ERTS Wealth Advisors
Michigan
$15.3M 244,950 -16,013 -6%
SCA
47
Southern Capital Advisors
Tennessee
$15.2M 242,198 +8,365 +4%
MML Investors Services
48
MML Investors Services
Massachusetts
$15M 240,112 +5,523 +2%
M&T Bank
49
M&T Bank
New York
$14.9M 238,063 -14,824 -6%
CWP
50
Corepath Wealth Partners
Arizona
$14.2M 217,867 +7,250 +3%
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