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iShares Core S&P US Value ETF
IUSV

Overview Fund Activity

548 hedge funds and large institutions have $9.76B invested in iShares Core S&P US Value ETF in 2023 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 171 increasing their positions, 208 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
548
Holders Change
+3
Holders Change %
+0.55%
% of All Funds
8.77%
Holding in Top 10
45
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-4.26%
% of All Funds
0.72%
New
61
Increased
171
Reduced
208
Closed
46
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MWM
Modera Wealth Management
New Jersey
+$53M
2
JPMPWA
J.P. Morgan Private Wealth Advisors
California
+$42.6M
3
GFA
Gallagher Fiduciary Advisors
Illinois
+$30.4M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$27.7M
5
FHB
First Hawaiian Bank
Hawaii
+$13.8M

Top Sellers

1
BlackRock
BlackRock
New York
-$41.4M
2
VWM
Venturi Wealth Management
Texas
-$40.8M
3
Bank of America
Bank of America
North Carolina
-$37.6M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$37M
5
TF
Trek Financial
Arizona
-$30.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
WP
476
WealthPLAN Partners
Nebraska
$45.3K -$374K -5,065 -89%
EARNEST Partners
477
EARNEST Partners
Georgia
$45.2K -$372K -5,048 -89%
SMA
478
Sage Mountain Advisors
Georgia
$41.3K – – –
RFA
479
Resurgent Financial Advisors
Georgia
$40.7K – – –
BL
480
Balentine LLC
Georgia
$40.1K -$181K -2,455 -82%
CIAS
481
Capital Investment Advisory Services
North Carolina
$40K +$13.6K +185 +52%
KFI
482
Key Financial Inc
Pennsylvania
$39.6K +$14.7K +199 +59%
HGERS
483
Householder Group Estate & Retirement Specialist
Arizona
$39K +$39K +525 New
KTC
484
Kistler-Tiffany Companies
Pennsylvania
$38.4K – – –
CWP
485
Concord Wealth Partners
Virginia
$37.7K +$148 +2 +0.4%
DWA
486
Dougherty Wealth Advisers
Minnesota
$36.7K – – –
CHA
487
Carmichael Hill & Associates
Maryland
$34.4K – – –
MFC
488
Mechanics Financial Corp
Ohio
$33K – – –
AWM
489
Abound Wealth Management
Tennessee
$31.1K +$7.23K +98 +30%
IP
490
Intellectus Partners
California
$30.6K +$30.6K +414 New
UB
491
UMB Bank
Missouri
$30K +$30K +406 New
BAM
492
Belpointe Asset Management
Nevada
$29.2K -$6.27K -85 -18%
FFA
493
Founders Financial Alliance
North Carolina
$28.3K -$28.4K -390 -50%
BC
494
Bartlett & Co
Ohio
$27K – – –
BCWM
495
Bartlett & Co Wealth Management
Ohio
$26.9K – – –
AWM
496
Accel Wealth Management
Iowa
$26.1K – – –
RCM
497
Raleigh Capital Management
North Carolina
$25.3K +$25.3K +343 New
SCA
498
Stonebridge Capital Advisors
Minnesota
$24.9K +$24.9K +337 New
FMII
499
Farmers & Merchants Investments Inc
Nebraska
$22.1K – – –
KM
500
Kalos Management
Georgia
$21K -$5.17K -70 -20%
18 19
20
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