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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 %
WWM
526
Wolff Wiese Magana
California
$5.46K – – –
KFS
527
Kelly Financial Services
Massachusetts
$5.12K – – –
AIC
528
Archer Investment Corporation
Indiana
$5.09K – – –
MFC
529
Morris Financial Concepts
South Carolina
$4.8K – – –
CSB
530
City State Bank
Iowa
$4K – – –
FMP
531
Financial Management Professionals
Texas
$4K – – –
LOIP
532
Live Oak Investment Partners
Texas
$3.84K -$1.84K – –
ACA
533
Aptus Capital Advisors
Alabama
$3.39K -$217K -2,935 -98%
BC
534
Barrett & Company
Rhode Island
$3.17K – – –
MIM
535
MTM Investment Management
South Carolina
$2.95K -$2.8K -38 -49%
RA
536
Rise Advisors
New York
$2.84K -$25.3K -339 -90%
FA
537
Faithward Advisors
Pennsylvania
$2.35K – – –
VNA
538
Valley National Advisers
Pennsylvania
$2K – – –
RG
539
Retirement Group
California
$2K – – –
MAWA
540
Moss Adams Wealth Advisors
Washington
$1.92K +$1.92K +26 New
TAM
541
Tucker Asset Management
Colorado
$1.85K – – –
MLA
542
MB, Levis & Associates
Pennsylvania
$1.7K +$1.7K +23 New
APW
543
Acima Private Wealth
Virginia
$1.4K +$1.4K +19 New
CTC
544
Central Trust Company
Missouri
$812 +$812 +11 New
PFBT
545
Parkside Financial Bank & Trust
Missouri
$591 +$591 +8 New
IHWM
546
Iron Horse Wealth Management
Iowa
$540 – – –
DAM
547
Delta Asset Management
Tennessee
$232 +$232 +3 New
AssetMark Inc
548
AssetMark Inc
California
$74 -$3.49M -47,208 -100%
Bank of New York Mellon
549
Bank of New York Mellon
New York
– -$37M -524,500 Closed
CIM
550
Confluence Investment Management
Missouri
– -$15.2M -215,125 Closed
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