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iShares Core S&P US Value ETF
IUSV

Overview Fund Activity

476 hedge funds and large institutions have $7.86B invested in iShares Core S&P US Value ETF in 2022 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 188 increasing their positions, 127 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
476
Holders Change
-6
Holders Change %
-1.24%
% of All Funds
8.23%
Holding in Top 10
34
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-8.11%
% of All Funds
0.59%
New
40
Increased
188
Reduced
127
Closed
41
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$3.34B
2
Jones Financial Companies
2
Jones Financial Companies
Missouri
$98.5M
3
Natixis Advisors
3
Natixis Advisors
Massachusetts
$48.1M
4
CG
4
Colony Group
Massachusetts
$21.9M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$110M

Top Sellers

1
BlackRock
1
BlackRock
New York
$222M
2
Morgan Stanley
2
Morgan Stanley
New York
$479M
3
BTI
3
Blue Trust Inc
Georgia
$369M
4
WAOI
4
Wealth Advisors of Iowa
Iowa
$3.83M
5
S
5
SignatureFD
Georgia
$226M
Name Holding Trade Value Shares
Change 		Shares
Change %
MCWS
476
McKinley Carter Wealth Services
West Virginia
– -$301K -4,498 Closed
BCI
477
Brinker Capital Investments
Pennsylvania
– -$292K -4,368 Closed
PCMC
478
Private Capital Management (Colorado)
Colorado
– -$312K -4,116 Closed
CWM
479
Collaborative Wealth Management
Florida
– -$221K -3,307 Closed
OBWG
480
Onyx Bridge Wealth Group
New York
– -$223K -3,248 Closed
PA
481
Pinnacle Associates
New York
– -$214K -3,202 Closed
ACP
482
Aveo Capital Partners
Colorado
– -$211K -3,157 Closed
LFA
483
Lauterbach Financial Advisors
Texas
– -$210K -3,133 Closed
BWM
484
BNC Wealth Management
Oregon
– -$209K -3,131 Closed
KF
485
Krilogy Financial
Missouri
– -$207K -3,098 Closed
BO
486
Bank OZK
Arkansas
– -$204K -3,044 Closed
PIA
487
Perennial Investment Advisors
California
– -$205K -3,043 Closed
MHS
488
M Holdings Securities
Oregon
– -$201K -2,999 Closed
AW
489
ACG Wealth
Georgia
– -$167K -2,495 Closed
SWM
490
SeaCrest Wealth Management
New York
– -$159K -2,384 Closed
CIBC Private Wealth Group
491
CIBC Private Wealth Group
Georgia
– -$110K -1,640 Closed
CIA
492
Cascade Investment Advisors
Oregon
– -$60.2K -900 Closed
BMD
493
Better Money Decisions
New Mexico
– -$51K -761 Closed
WOSD
494
WFA of San Diego
California
– -$40K -600 Closed
CI
495
CX Institutional
Indiana
– -$40K -587 Closed
CWP
496
Concord Wealth Partners
Virginia
– -$34K -502 Closed
CPFP
497
Clear Perspectives Financial Planning
Ohio
– -$32K -480 Closed
JPLA
498
Joseph P. Lucia & Associates
New York
– -$26K -390 Closed
AFS
499
Annapolis Financial Services
Maryland
– -$25K -374 Closed
GLLW
500
Graves Light Lenhart Wealth
Virginia
– -$24K -354 Closed
17 18 19
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