IUSV icon

iShares Core S&P US Value ETF
IUSV

Overview Fund Activity

548 hedge funds and large institutions have $9.76B invested in iShares Core S&P US Value ETF in 2023 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 171 increasing their positions, 208 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
548
Holders Change
+3
Holders Change %
+0.55%
% of All Funds
8.77%
Holding in Top 10
45
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-4.26%
% of All Funds
0.72%
New
61
Increased
171
Reduced
208
Closed
46
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MWM
1
Modera Wealth Management
New Jersey
$66.3M
2
JPMPWA
2
J.P. Morgan Private Wealth Advisors
California
$93.6M
3
GFA
3
Gallagher Fiduciary Advisors
Illinois
$30.4M
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$46M
5
FHB
5
First Hawaiian Bank
Hawaii
$13.8M

Top Sellers

1
BlackRock
1
BlackRock
New York
$250M
2
VWM
2
Venturi Wealth Management
Texas
$47.7M
3
Bank of America
3
Bank of America
North Carolina
$3.98B
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$0
5
TF
5
Trek Financial
Arizona
$21.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
ERFOTCOFW
26
Employees Retirement Fund of the City of Fort Worth
Texas
$42.8M – – –
Ameriprise
27
Ameriprise
Minnesota
$41.3M +$10.8M +146,380 +35%
BFEC
28
Benjamin F. Edwards & Company
Missouri
$39.6M -$2.72M -36,817 -6%
PNC Financial Services Group
29
PNC Financial Services Group
Pennsylvania
$39.3M -$4.2M -56,864 -10%
Allspring Global Investments
30
Allspring Global Investments
North Carolina
$38.7M +$772K +10,459 +2%
TLA
31
Tanglewood Legacy Advisors
Texas
$36.5M +$191K +2,594 +0.5%
Osaic Holdings
32
Osaic Holdings
Arizona
$36.2M +$1.16M +15,758 +3%
GWM
33
GDS Wealth Management
Texas
$35.7M -$5M -67,833 -12%
MSWM
34
McGlone Suttner Wealth Management
Wisconsin
$34.6M +$7.18M +97,299 +26%
Fidelity Investments
35
Fidelity Investments
Massachusetts
$34.3M -$202K -2,738 -0.6%
SSB
36
Sandy Spring Bank
Maryland
$32.7M -$174K -2,362 -0.5%
GFA
37
Gallagher Fiduciary Advisors
Illinois
$30.4M +$30.4M +412,211 New
CG
38
Colony Group
Massachusetts
$28.7M +$2.25M +30,531 +9%
AF
39
Allworth Financial
California
$27.5M +$961K +13,021 +4%
Natixis Advisors
40
Natixis Advisors
Massachusetts
$25.1M +$4.33M +58,717 +21%
HFS
41
Hantz Financial Services
Michigan
$24.8M +$46.4K +629 +0.2%
TAIM
42
TD Ameritrade Investment Management
Nebraska
$24.4M -$455K -6,166 -2%
JPMorgan Chase & Co
43
JPMorgan Chase & Co
New York
$24.3M -$1.45M -19,640 -6%
AWS
44
Atria Wealth Solutions
New York
$23.9M -$866K -11,743 -3%
FWM
45
ForthRight Wealth Management
Georgia
$23.6M +$42.4K +574 +0.2%
AAS
46
Avantax Advisory Services
Texas
$22.1M +$291K +3,947 +1%
TF
47
Trek Financial
Arizona
$21.6M -$30.7M -415,468 -59%
Northwestern Mutual Wealth Management
48
Northwestern Mutual Wealth Management
Wisconsin
$19.9M +$1.07M +14,551 +6%
SCA
49
Southern Capital Advisors
Tennessee
$19.8M +$1.26M +17,115 +7%
RJA
50
Raymond James & Associates
Florida
$19.1M -$10.9M -148,065 -36%
1
2
3 4 5