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iShares Core S&P US Value ETF
IUSV

Overview Fund Activity

545 hedge funds and large institutions have $9.49B invested in iShares Core S&P US Value ETF in 2022 Q4 according to their latest regulatory filings, with 105 funds opening new positions, 195 increasing their positions, 145 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
545
Holders Change
+69
Holders Change %
+14.5%
% of All Funds
8.79%
Holding in Top 10
47
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+38.24%
% of All Funds
0.76%
New
105
Increased
195
Reduced
145
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
VWM
1
Venturi Wealth Management
Texas
$84.7M
2
Bank of America
2
Bank of America
North Carolina
$3.85B
3
TF
3
Trek Financial
Arizona
$50M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$37M
5
BlackRock
5
BlackRock
New York
$279M

Top Sellers

1
Natixis Advisors
1
Natixis Advisors
Massachusetts
$19.9M
2
AL
2
Aspiriant LLC
California
$163M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$116M
4
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$41.7M
5
SHGA
5
Sand Hill Global Advisors
California
$104M
Name Holding Trade Value Shares
Change 		Shares
Change %
PNC Financial Services Group
26
PNC Financial Services Group
Pennsylvania
$41.7M -$7.14M -101,126 -15%
ERFOTCOFW
27
Employees Retirement Fund of the City of Fort Worth
Texas
$41M – – –
BFEC
28
Benjamin F. Edwards & Company
Missouri
$40.5M +$1.65M +23,364 +4%
GWM
29
GDS Wealth Management
Texas
$39M -$1.97M -27,848 -5%
Bank of New York Mellon
30
Bank of New York Mellon
New York
$37M +$36.8M +520,838 +14,223%
Allspring Global Investments
31
Allspring Global Investments
North Carolina
$36.3M -$1.28M -18,140 -3%
TLA
32
Tanglewood Legacy Advisors
Texas
$34.8M +$34.8M +492,061 New
Osaic Holdings
33
Osaic Holdings
Arizona
$33.5M +$1.11M +15,671 +3%
Fidelity Investments
34
Fidelity Investments
Massachusetts
$33M -$345K -4,883 -1%
SSB
35
Sandy Spring Bank
Maryland
$31.5M -$196K -2,781 -0.6%
F
36
F3Logic
Minnesota
$29.8M +$5M +70,774 +20%
GBS
37
Gallagher Benefit Services
Illinois
$29.8M +$29.8M +421,717 New
Ameriprise
38
Ameriprise
Minnesota
$29.3M +$1.08M +15,323 +4%
RJA
39
Raymond James & Associates
Florida
$28.7M +$8.76M +124,030 +44%
MSWM
40
McGlone Suttner Wealth Management
Wisconsin
$26.2M +$26.2M +371,012 New
AF
41
Allworth Financial
California
$25.4M +$729K +10,315 +3%
CG
42
Colony Group
Massachusetts
$25.3M +$578K +8,190 +2%
JPMorgan Chase & Co
43
JPMorgan Chase & Co
New York
$24.7M +$11.6M +164,748 +89%
TAIM
44
TD Ameritrade Investment Management
Nebraska
$23.8M -$3.15M -44,611 -12%
AWS
45
Atria Wealth Solutions
New York
$23.7M +$2.13M +30,132 +10%
HFS
46
Hantz Financial Services
Michigan
$23.7M +$499K +7,059 +2%
FWM
47
ForthRight Wealth Management
Georgia
$22.6M +$1.07M +15,172 +5%
AAS
48
Avantax Advisory Services
Texas
$20.9M -$899K -12,723 -4%
Natixis Advisors
49
Natixis Advisors
Massachusetts
$19.9M -$34.3M -486,323 -63%
UCFA
50
United Capital Financial Advisors
Texas
$19.2M -$1.62M -22,985 -8%
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