IUSV icon

iShares Core S&P US Value ETF
IUSV

Overview Fund Activity

479 hedge funds and large institutions have $8.82B invested in iShares Core S&P US Value ETF in 2021 Q4 according to their latest regulatory filings, with 94 funds opening new positions, 175 increasing their positions, 114 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
479
Holders Change
+59
Holders Change %
+14.05%
% of All Funds
7.4%
Holding in Top 10
35
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+16.67%
% of All Funds
0.54%
New
94
Increased
175
Reduced
114
Closed
30
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$4.06B
2
BlackRock
2
BlackRock
New York
$103M
3
Morgan Stanley
3
Morgan Stanley
New York
$602M
4
LPL Financial
4
LPL Financial
California
$838M
5
S
5
SignatureFD
Georgia
$297M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$56.4M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$25.6M
3
UBS Group
3
UBS Group
Switzerland
$120M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$101M
5
PBF
5
Petix & Botte Financial
California
$10.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
KAS
51
Kestra Advisory Services
Texas
$14.8M +$3.5M +45,873 +31%
Natixis Advisors
52
Natixis Advisors
Massachusetts
$13.4M +$3.69M +48,326 +38%
MWP
53
Madison Wealth Partners
Wisconsin
$13.4M +$766K +10,031 +6%
MML Investors Services
54
MML Investors Services
Massachusetts
$12.7M -$3.94M -51,608 -24%
WWM
55
WJ Wealth Management
Arizona
$12.4M +$4.59M +60,121 +59%
Northwestern Mutual Wealth Management
56
Northwestern Mutual Wealth Management
Wisconsin
$12.2M +$660K +8,643 +6%
CAN
57
Cetera Advisor Networks
California
$11.5M +$330K +4,327 +3%
F
58
F3Logic
Minnesota
$11.4M +$1.73M +22,750 +18%
VC
59
Veracity Capital
Georgia
$11.3M +$576K +7,551 +5%
HPA
60
High Probability Advisors
New York
$11.2M +$51.3K +672 +0.5%
LFS
61
Lutz Financial Services
Nebraska
$11.1M +$71.9K +942 +0.7%
Carson Wealth (CWM LLC)
62
Carson Wealth (CWM LLC)
Nebraska
$11M +$11M +144,461 New
Rockefeller Capital Management
63
Rockefeller Capital Management
New York
$10.8M +$8.65M +113,322 +402%
GSIS
64
Global Strategic Investment Solutions
Arizona
$10.7M +$19.4K +254 +0.2%
PAG
65
Private Advisor Group
New Jersey
$10.6M +$248K +3,246 +2%
PBF
66
Petix & Botte Financial
California
$10.5M -$8.65M -113,260 -45%
SW
67
SkyOak Wealth
Michigan
$9.95M +$80.4K +1,053 +0.8%
Truist Financial
68
Truist Financial
North Carolina
$9.81M +$23.7K +311 +0.2%
AWM
69
AE Wealth Management
Kansas
$9.71M +$692K +9,071 +8%
TIM
70
Tortoise Investment Management
New York
$9.7M +$158K +2,067 +2%
IWC
71
Integrated Wealth Concepts
Massachusetts
$9.65M +$268K +3,509 +3%
HR
72
Howe & Rusling
New York
$9.62M +$196K +2,564 +2%
SWA
73
Strategies Wealth Advisors
Michigan
$9.58M +$9.58M +125,515 New
CAPTRUST Financial Advisors
74
CAPTRUST Financial Advisors
North Carolina
$9.34M -$426K -5,586 -4%
UWM
75
USAdvisors Wealth Management
Minnesota
$9.28M +$340K +4,449 +4%
1 2
3
4 5