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iShares Core S&P US Value ETF
IUSV

Overview Fund Activity

566 hedge funds and large institutions have $9.98B invested in iShares Core S&P US Value ETF in 2023 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 177 increasing their positions, 176 reducing their positions, and 45 closing their positions.

Holders
566
Holders Change
-7
Holders Change %
-1.22%
% of All Funds
9.03%
Holding in Top 10
42
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-8.7%
% of All Funds
0.67%
New
45
Increased
177
Reduced
176
Closed
45
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$4.18B
2
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$80.6M
3
Jones Financial Companies
3
Jones Financial Companies
Missouri
$178M
4
VWM
4
Venturi Wealth Management
Texas
$61.7M
5
Charles Schwab
5
Charles Schwab
California
$18.7M

Top Sellers

1
BlackRock
1
BlackRock
New York
$19.6M
2
ERFOTCOFW
2
Employees Retirement Fund of the City of Fort Worth
Texas
$0
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$10.7M
4
IAN
4
Integrated Advisors Network
Texas
$16.2M
5
BTI
5
Blue Trust Inc
Georgia
$404M
Name Holding Trade Value Shares
Change 		Shares
Change %
MSWM
26
McGlone Suttner Wealth Management
Wisconsin
$39.8M +$1.92M +25,787 +5%
RJFSA
27
Raymond James Financial Services Advisors
Florida
$39.2M -$553K -7,415 -1%
Allspring Global Investments
28
Allspring Global Investments
North Carolina
$38.7M +$379K +5,075 +1%
Ameriprise
29
Ameriprise
Minnesota
$38.6M +$4.01M +53,755 +12%
GWM
30
GDS Wealth Management
Texas
$38M +$1M +13,440 +3%
TLA
31
Tanglewood Legacy Advisors
Texas
$37.1M -$67.8K -908 -0.2%
JPMorgan Chase & Co
32
JPMorgan Chase & Co
New York
$35.6M +$912K +12,219 +3%
Fidelity Investments
33
Fidelity Investments
Massachusetts
$34.4M -$136K -1,826 -0.4%
AF
34
Allworth Financial
California
$34.1M -$125K -1,678 -0.4%
TA
35
Townsend & Associates
Colorado
$32.7M +$13.2M +184,115 +67%
SSB
36
Sandy Spring Bank
Maryland
$30.9M -$1.22M -16,373 -4%
GFA
37
Gallagher Fiduciary Advisors
Illinois
$30.6M +$105K +1,401 +0.3%
CG
38
Colony Group
Massachusetts
$29.3M +$1.3M +17,449 +5%
HFS
39
Hantz Financial Services
Michigan
$27.2M +$1.22M +16,378 +5%
NFG
40
Nadler Financial Group
Illinois
$25.1M +$1.82M +24,335 +8%
VC
41
Veracity Capital
Georgia
$24.3M +$2.22M +29,768 +10%
TF
42
Trek Financial
Arizona
$24.3M +$9.01M +120,690 +59%
FWM
43
ForthRight Wealth Management
Georgia
$23.5M -$158K -2,124 -0.7%
BPA
44
Beacon Pointe Advisors
California
$23.3M +$967K +12,953 +4%
AWS
45
Atria Wealth Solutions
New York
$23.3M -$297K -3,975 -1%
PBF
46
Petix & Botte Financial
California
$23.1M +$401K +5,371 +2%
SF
47
Symphony Financial
Texas
$21.6M +$7.78M +103,748 +56%
RJA
48
Raymond James & Associates
Florida
$21.5M +$2.46M +32,945 +13%
AAS
49
Avantax Advisory Services
Texas
$21.4M -$1.21M -16,249 -5%
SCA
50
Southern Capital Advisors
Tennessee
$20.5M +$588K +7,880 +3%
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