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iShares Core S&P US Value ETF
IUSV

Overview Fund Activity

482 hedge funds and large institutions have $8.29B invested in iShares Core S&P US Value ETF in 2022 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 169 increasing their positions, 150 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
482
Holders Change
+3
Holders Change %
+0.63%
% of All Funds
8.15%
Holding in Top 10
37
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.78%
% of All Funds
0.63%
New
49
Increased
169
Reduced
150
Closed
37
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BlackRock
1
BlackRock
New York
$296M
2
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$47.4M
3
Natixis Advisors
3
Natixis Advisors
Massachusetts
$28.6M
4
F
4
F3Logic
Minnesota
$24.2M
5
Morgan Stanley
5
Morgan Stanley
New York
$559M

Top Sellers

1
Thrivent Financial for Lutherans
1
Thrivent Financial for Lutherans
Minnesota
$617K
2
SG
2
StoneX Group
New York
$0
3
CG
3
Colony Group
Massachusetts
$2.12M
4
PBF
4
Petix & Botte Financial
California
$9.48M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$20M
Name Holding Trade Value Shares
Change 		Shares
Change %
WA
476
Win Advisors
Florida
$1K – – –
KFAA
477
Klaas Financial Asset Advisors
Illinois
$1K +$1K +10 New
SC
478
SouthState Corp
Florida
$1K +$1K +22 New
HFS
479
Heritage Financial Services
Massachusetts
$1K +$1K +26 New
Bank of Montreal
480
Bank of Montreal
Ontario, Canada
$557 -$62 -911 -10%
SG
481
StoneX Group
New York
– -$46.2M -608,938 Closed
CL
482
CPWM LLC
Washington
– -$1.16M -15,330 Closed
Citadel Advisors
483
Citadel Advisors
Florida
– -$1.13M -14,951 Closed
N
484
Natixis
France
– -$885K -11,660 Closed
CIBC Asset Management
485
CIBC Asset Management
Ontario, Canada
– -$538K -7,085 Closed
Bessemer Group
486
Bessemer Group
New Jersey
– -$496K -6,537 Closed
SC
487
Sierra Capital
Florida
– -$433K -5,708 Closed
FANJ
488
Financial Architects (New Jersey)
New Jersey
– -$381K -5,020 Closed
Renaissance Technologies
489
Renaissance Technologies
New York
– -$349K -4,600 Closed
MWM
490
Mission Wealth Management
California
– -$307K -4,040 Closed
TC
491
TAP Consulting
Missouri
– -$247K -3,250 Closed
SI
492
Stephens Inc
Arkansas
– -$235K -3,095 Closed
PFA
493
Pinnacle Family Advisors
Missouri
– -$231K -3,044 Closed
CS
494
Comerica Securities
Michigan
– -$223K -2,938 Closed
KM
495
Kalos Management
Georgia
– -$220K -2,918 Closed
WCG
496
Weaver Consulting Group
California
– -$220K -2,900 Closed
FHB
497
First Hawaiian Bank
Hawaii
– -$220K -2,895 Closed
KW
498
KWB Wealth
California
– -$218K -2,856 Closed
DLCIG
499
D.L. Carlson Investment Group
New Hampshire
– -$215K -2,835 Closed
GG
500
GenWealth Group
New Jersey
– -$204K -2,693 Closed
17 18 19
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