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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 %
IRC
501
Investors Research Corp
Georgia
$17.8K +$17.8K +252 New
LC
502
Lindbrook Capital
California
$16.7K – – –
FA
503
Fiduciary Alliance
South Carolina
$16.4K +$16.4K +232 New
OSAM
504
O'Shaughnessy Asset Management
Connecticut
$16K – – –
HIA
505
Harbor Investment Advisory
Maryland
$15.3K – – –
VCM
506
Viewpoint Capital Management
Washington
$12.7K +$2.12K +30 +20%
TCWA
507
Ten Capital Wealth Advisors
Washington
$11.4K – – –
SN
508
Sittner & Nelson
Oregon
$11.2K – – –
CAL
509
Capital Advisors Ltd
Ohio
$11K – – –
SWM
510
Sugarloaf Wealth Management
Georgia
$10.5K -$5.02K -71 -32%
AA
511
Ancora Advisors
Ohio
$10K +$1.45K +20 +17%
TCOV
512
Trust Company of Vermont
Vermont
$9.96K – – –
DI
513
Disciplined Investments
Oklahoma
$8.76K – – –
PCA
514
Providence Capital Advisors
North Carolina
$8.26K – – –
TWA
515
TCI Wealth Advisors
Arizona
$7.13K +$7.13K +101 New
Simplex Trading
516
Simplex Trading
Illinois
$7K +$3.27K +50 +88%
SC
517
SouthState Corp
Florida
$6.99K +$5.44K +77 +350%
NMG
518
New Millennium Group
Utah
$6.85K – – –
AA
519
Addison Advisors
Vermont
$6.36K +$6.36K +90 New
TCM
520
Tradewinds Capital Management
Washington
$5.86K +$5.86K +83 New
MIM
521
MTM Investment Management
South Carolina
$5.51K – – –
JFGIW
522
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$5.51K – – –
BWL
523
Bogart Wealth LLC
Virginia
$5.38K +$566 +8 +12%
WWM
524
Wolff Wiese Magana
California
$5.23K – – –
KFS
525
Kelly Financial Services
Massachusetts
$4.88K – – –
19 20
21
22 23