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iShares Core S&P US Value ETF
IUSV

Overview Fund Activity

479 hedge funds and large institutions have $8.82B invested in iShares Core S&P US Value ETF in 2021 Q4 according to their latest regulatory filings, with 94 funds opening new positions, 175 increasing their positions, 114 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
479
Holders Change
+59
Holders Change %
+14.05%
% of All Funds
7.4%
Holding in Top 10
35
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+16.67%
% of All Funds
0.54%
New
94
Increased
175
Reduced
114
Closed
30
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
$4.06B
2
BlackRock
BlackRock
New York
$103M
3
Morgan Stanley
Morgan Stanley
New York
$602M
4
LPL Financial
LPL Financial
California
$838M
5
S
SignatureFD
Georgia
$297M

Top Sellers

1
Wells Fargo
Wells Fargo
California
$56.4M
2
RJFSA
Raymond James Financial Services Advisors
Florida
$25.6M
3
UBS Group
UBS Group
Switzerland
$120M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$101M
5
PBF
Petix & Botte Financial
California
$10.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
DF
476
Donoghue Forlines
Massachusetts
– -$4.97M -70,082 Closed
FTUS
477
Flow Traders U.S.
New York
– -$3.87M -54,571 Closed
GRP
478
Global Retirement Partners
California
– -$2.63M -37,156 Closed
GB
479
Gunma Bank
Japan
– -$2.06M -29,000 Closed
CI
480
CX Institutional
Indiana
– -$1.02M -14,425 Closed
PPA
481
Parametric Portfolio Associates
Washington
– -$952K -13,431 Closed
MP
482
McDonald Partners
Ohio
– -$384K -5,421 Closed
TSS
483
Two Sigma Securities
New York
– -$263K -3,716 Closed
PAS
484
Park Avenue Securities
New York
– -$263K -3,707 Closed
MA
485
Mutual Advisors
Nebraska
– -$215K -3,029 Closed
MA
486
MCF Advisors
Kentucky
– -$177K -2,496 Closed
MMG
487
Monetary Management Group
Missouri
– -$90K -1,275 Closed
IF
488
Ironwood Financial
Arizona
– -$73K -1,024 Closed
BMD
489
Better Money Decisions
New Mexico
– -$54K -766 Closed
TLFA
490
True Link Financial Advisors
California
– -$50K -699 Closed
JPLA
491
Joseph P. Lucia & Associates
New York
– -$28K -390 Closed
PFBT
492
Parkside Financial Bank & Trust
Missouri
– -$28K -388 Closed
AWA
493
Arkadios Wealth Advisors
Georgia
– -$23K -326 Closed
Barclays
494
Barclays
United Kingdom
– -$22K -304 Closed
DOA
495
D'Orazio & Associates
Virginia
– -$20K -279 Closed
WFO
496
Wealthgate Family Office
Colorado
– -$12K -169 Closed
LDFR
497
Lehman & Derafelo Financial Resources
Pennsylvania
– -$11K -150 Closed
VCM
498
Vigilant Capital Management
Maine
– -$10K -137 Closed
JCM
499
Jacobi Capital Management
Pennsylvania
– -$7K -100 Closed
BC
500
Bartlett & Co
Ohio
– -$5K -75 Closed
17 18 19
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