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iShares Core S&P US Value ETF
IUSV

Overview Fund Activity

545 hedge funds and large institutions have $9.49B invested in iShares Core S&P US Value ETF in 2022 Q4 according to their latest regulatory filings, with 105 funds opening new positions, 195 increasing their positions, 145 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
545
Holders Change
+69
Holders Change %
+14.5%
% of All Funds
8.79%
Holding in Top 10
47
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+38.24%
% of All Funds
0.76%
New
105
Increased
195
Reduced
145
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
VWM
Venturi Wealth Management
Texas
$84.7M
2
Bank of America
Bank of America
North Carolina
$3.85B
3
TF
Trek Financial
Arizona
$50M
4
Bank of New York Mellon
Bank of New York Mellon
New York
$37M
5
BlackRock
BlackRock
New York
$279M

Top Sellers

1
Natixis Advisors
Natixis Advisors
Massachusetts
$19.9M
2
AL
Aspiriant LLC
California
$163M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$116M
4
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$41.7M
5
SHGA
Sand Hill Global Advisors
California
$104M
Name Holding Trade Value Shares
Change 		Shares
Change %
RFA
476
Resurgent Financial Advisors
Georgia
$39K +$39K +552 New
KTC
477
Kistler-Tiffany Companies
Pennsylvania
$36.7K – – –
CWP
478
Concord Wealth Partners
Virginia
$35.9K +$35.9K +508 New
DWA
479
Dougherty Wealth Advisers
Minnesota
$35.2K – – –
BAM
480
Belpointe Asset Management
Nevada
$34K +$34K +481 New
GJIA
481
Glass Jacobson Investment Advisors
Maryland
$33K +$33K +467 New
CHA
482
Carmichael Hill & Associates
Maryland
$32.9K – – –
MFC
483
Mechanics Financial Corp
Ohio
$32K – – –
BWM
484
Baystate Wealth Management
Massachusetts
$30K +$1.43K +20 +5%
CA
485
CoreCap Advisors
Michigan
$29.6K +$29.6K +419 New
TF
486
Tompkins Financial
New York
$29K -$18.8K -263 -39%
RIA
487
Realta Investment Advisors
Delaware
$27.8K +$19.4K +275 +233%
PIMG
488
Patriot Investment Management Group
Tennessee
$27.1K +$27.1K +360 New
RA
489
Rise Advisors
New York
$26.6K +$26.6K +377 New
BC
490
Bartlett & Co
Ohio
$26K – – –
BCWM
491
Bartlett & Co Wealth Management
Ohio
$25.8K – – –
CIAS
492
Capital Investment Advisory Services
North Carolina
$25.2K – – –
KM
493
Kalos Management
Georgia
$25.1K +$25.1K +355 New
AWM
494
Accel Wealth Management
Iowa
$25K – – –
AWM
495
Abound Wealth Management
Tennessee
$22.9K +$141 +2 +0.6%
TFS
496
TrustCore Financial Services
Tennessee
$21.2K -$2.83K -40 -12%
FMII
497
Farmers & Merchants Investments Inc
Nebraska
$21.2K – – –
KFI
498
Key Financial Inc
Pennsylvania
$21.2K – – –
Fifth Third Bancorp
499
Fifth Third Bancorp
Ohio
$21.1K -$353 -5 -2%
NSB
500
Norway Savings Bank
Maine
$17.8K – – –
18 19
20
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