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iShares Core S&P US Value ETF
IUSV

Overview Fund Activity

566 hedge funds and large institutions have $9.98B invested in iShares Core S&P US Value ETF in 2023 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 177 increasing their positions, 176 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
566
Holders Change
-7
Holders Change %
-1.22%
% of All Funds
9.02%
Holding in Top 10
42
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-8.7%
% of All Funds
0.67%
New
45
Increased
177
Reduced
176
Closed
45
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
$4.18B
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$80.6M
3
Jones Financial Companies
Jones Financial Companies
Missouri
$178M
4
VWM
Venturi Wealth Management
Texas
$61.7M
5
Charles Schwab
Charles Schwab
California
$18.7M

Top Sellers

1
BlackRock
BlackRock
New York
$19.6M
2
ERFOTCOFW
Employees Retirement Fund of the City of Fort Worth
Texas
$0
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$10.7M
4
IAN
Integrated Advisors Network
Texas
$16.2M
5
BTI
Blue Trust Inc
Georgia
$404M
Name Holding Trade Value Shares
Change 		Shares
Change %
ZIM
576
Zacks Investment Management
Illinois
– -$407K -5,204 Closed
VAS
577
Vestmark Advisory Solutions
Massachusetts
– -$374K -4,773 Closed
V
578
Veritable
Delaware
– -$351K -4,484 Closed
CRI
579
Colonial River Investments
Virginia
– -$297K -3,799 Closed
BFG
580
Bleakley Financial Group
New Jersey
– -$283K -3,612 Closed
SS
581
Simplicity Solutions
Minnesota
– -$283K -3,612 Closed
PFGIA
582
Patriot Financial Group Insurance Agency
Massachusetts
– -$276K -3,533 Closed
RJT
583
Raymond James Trust
Florida
– -$276K -3,531 Closed
IIC
584
Integrated Investment Consultants
Michigan
– -$274K -3,500 Closed
SHGA
585
Sand Hill Global Advisors
California
– -$213K -2,720 Closed
HSWM
586
Hubbell Strickland Wealth Management
Louisiana
– -$208K -2,654 Closed
WIA
587
World Investment Advisors
California
– -$207K -2,645 Closed
Members Trust
588
Members Trust
Florida
– -$206K -2,637 Closed
GWM
589
Greenhouse Wealth Management
Connecticut
– -$206K -2,633 Closed
PFA
590
Pinnacle Family Advisors
Missouri
– -$205K -2,625 Closed
SI
591
Stephens Inc
Arkansas
– -$205K -2,621 Closed
SWM
592
SeaCrest Wealth Management
New York
– -$202K -2,583 Closed
SF
593
Safeguard Financial
Wisconsin
– -$156K -1,997 Closed
NRC
594
New Republic Capital
North Carolina
– -$113K -1,445 Closed
SWA
595
SOA Wealth Advisors
New York
– -$60.2K -770 Closed
WP
596
WealthPLAN Partners
Nebraska
– -$48.1K -614 Closed
CAS
597
Coppell Advisory Solutions
Texas
– -$39.6K -511 Closed
NL
598
NVWM LLC
Pennsylvania
– -$26.8K -343 Closed
KM
599
Kalos Management
Georgia
– -$21.8K -279 Closed
IRC
600
Investors Research Corp
Georgia
– -$19.7K -252 Closed
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