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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 %
CSC
501
Caldwell Sutter Capital
California
$21K +$21K +284 New
TF
502
Tompkins Financial
New York
$20.9K -$9K -122 -30%
IRC
503
Investors Research Corp
Georgia
$18.6K – – –
HIA
504
Harbor Investment Advisory
Maryland
$17.9K +$1.92K +26 +12%
LC
505
Lindbrook Capital
California
$17.4K – – –
PCFFS
506
Pacific Center for Financial Services
California
$16.4K +$16.4K +222 New
SIC
507
Salem Investment Counselors
North Carolina
$14.9K +$12.5K +170 +531%
CB
508
CNB Bank
Pennsylvania
$13.6K +$13.6K +185 New
VCM
509
Viewpoint Capital Management
Washington
$13.3K – – –
Fifth Third Bancorp
510
Fifth Third Bancorp
Ohio
$12.3K -$9.74K -132 -44%
TCWA
511
Ten Capital Wealth Advisors
Washington
$12K – – –
SN
512
Sittner & Nelson
Oregon
$11.7K – – –
CAL
513
Capital Advisors Ltd
Ohio
$11K – – –
SWM
514
Sugarloaf Wealth Management
Georgia
$10.9K – – –
TCOV
515
Trust Company of Vermont
Vermont
$10.4K – – –
PA
516
PSI Advisors
Florida
$9.74K +$9.74K +132 New
DI
517
Disciplined Investments
Oklahoma
$9.15K – – –
RI
518
Ridgewood Investments
New Jersey
$9K +$9K +122 New
PCA
519
Providence Capital Advisors
North Carolina
$8.63K – – –
NMG
520
New Millennium Group
Utah
$7.16K – – –
BWL
521
Bogart Wealth LLC
Virginia
$6.02K +$440 +6 +8%
GEA
522
Glen Eagle Advisors
New Jersey
$5.9K +$5.9K +80 New
FPFS
523
First Personal Financial Services
North Carolina
$5.83K +$5.83K +79 New
JFGIW
524
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$5.76K – – –
SC
525
SouthState Corp
Florida
$5.68K -$1.62K -22 -22%
19 20
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