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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 %
AIC
526
Archer Investment Corporation
Indiana
$4.87K – – –
MWM
527
MinichMacGregor Wealth Management
New York
$4.75K +$4.75K +67 New
BAAM
528
Baker Avenue Asset Management
California
$4.73K +$4.73K +67 New
MFC
529
Morris Financial Concepts
South Carolina
$4.59K – – –
FMP
530
Financial Management Professionals
Texas
$4K – – –
BC
531
Barrett & Company
Rhode Island
$3.04K – – –
AF
532
Advisornet Financial
Minnesota
$3.04K +$3.04K +43 New
CSB
533
City State Bank
Iowa
$3K – – –
KOMWMG
534
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$3K +$3K +38 New
GI
535
Gradient Investments
Minnesota
$2.97K +$2.97K +42 New
FA
536
Faithward Advisors
Pennsylvania
$2.26K – – –
SIC
537
Salem Investment Counselors
North Carolina
$2.24K +$70 +1 +3%
RG
538
Retirement Group
California
$2K +$2K +28 New
LOIP
539
Live Oak Investment Partners
Texas
$1.84K – – –
TAM
540
Tucker Asset Management
Colorado
$1.77K -$14.3K -202 -89%
VNA
541
Valley National Advisers
Pennsylvania
$1K – – –
IHWM
542
Iron Horse Wealth Management
Iowa
$1K +$1K +7 New
WA
543
Win Advisors
Florida
$706 – – –
DJSG
544
D.J. St. Germain
Massachusetts
$324 – – –
AFP
545
Ausdal Financial Partners
Iowa
– -$2.03M -32,355 Closed
Allianz Asset Management
546
Allianz Asset Management
Germany
– -$1.14M -18,200 Closed
CCMD
547
Cypress Capital Management (Delaware)
Delaware
– -$378K -6,045 Closed
T
548
TCWP
Ohio
– -$327K -5,226 Closed
PA
549
Paragon Advisors
Texas
– -$288K -4,605 Closed
LF
550
Lantz Financial
Illinois
– -$283K -4,517 Closed
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