IUSV icon

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 %
DIA
551
Dean Investment Associates
Ohio
– -$12.7M -179,281 Closed
SEM
552
Strategic Equity Management
Arizona
– -$4.32M -61,201 Closed
CRM
553
Cramer Rosenthal McGlynn
Connecticut
– -$2.64M -37,350 Closed
EIP
554
Easterly Investment Partners
Massachusetts
– -$1.75M -24,840 Closed
Renaissance Technologies
555
Renaissance Technologies
New York
– -$1.74M -24,600 Closed
NIG
556
NFJ Investment Group
Texas
– -$1.55M -21,966 Closed
Susquehanna International Group
557
Susquehanna International Group
Pennsylvania
– -$1.44M -20,320 Closed
LGWM
558
Litman Gregory Wealth Management
California
– -$1.19M -16,830 Closed
OAM
559
Oppenheimer Asset Management
New York
– -$762K -10,791 Closed
ClearBridge Investments
560
ClearBridge Investments
New York
– -$722K -10,224 Closed
SAG
561
SageView Advisory Group
California
– -$480K -6,790 Closed
AWM
562
Apollon Wealth Management
South Carolina
– -$439K -6,218 Closed
FFG
563
Ford Financial Group
California
– -$432K -6,118 Closed
WIM
564
WealthPlan Investment Management
Nebraska
– -$434K -5,679 Closed
APW
565
Atlantic Private Wealth
North Carolina
– -$286K -4,044 Closed
SF
566
Safeguard Financial
Wisconsin
– -$263K -3,725 Closed
SF
567
Synovus Financial
Georgia
– -$246K -3,482 Closed
BJL
568
Brighton Jones LLC
Washington
– -$239K -3,387 Closed
SG
569
StoneX Group
New York
– -$235K -3,320 Closed
NA
570
Nottingham Advisors
New York
– -$232K -3,279 Closed
KWM
571
Kingsview Wealth Management
Oregon
– -$210K -2,979 Closed
TL
572
Tradewinds LLC
North Carolina
– -$203K -2,394 Closed
LWP
573
Laurel Wealth Planning
Minnesota
– -$122K -1,734 Closed
CIBC Private Wealth Group
574
CIBC Private Wealth Group
Georgia
– -$571K -1,640 Closed
MCC
575
Money Concepts Capital
Florida
– -$91.9K -1,301 Closed
20 21 22
23
24