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iShares Core S&P US Value ETF
IUSV

Overview Fund Activity

476 hedge funds and large institutions have $7.86B invested in iShares Core S&P US Value ETF in 2022 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 188 increasing their positions, 127 reducing their positions, and 41 closing their positions.

Holders
476
Holders Change
-6
Holders Change %
-1.24%
% of All Funds
8.23%
Holding in Top 10
34
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-8.11%
% of All Funds
0.59%
New
40
Increased
188
Reduced
127
Closed
41
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$3.34B
2
Jones Financial Companies
2
Jones Financial Companies
Missouri
$98.5M
3
Natixis Advisors
3
Natixis Advisors
Massachusetts
$48.1M
4
CG
4
Colony Group
Massachusetts
$21.9M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$110M

Top Sellers

1
BlackRock
1
BlackRock
New York
$222M
2
Morgan Stanley
2
Morgan Stanley
New York
$479M
3
BTI
3
Blue Trust Inc
Georgia
$369M
4
WAOI
4
Wealth Advisors of Iowa
Iowa
$3.83M
5
S
5
SignatureFD
Georgia
$226M
Name Market Value Shares Shares
Change 		Shares
Change %
IWMWV
51
Ironwood Wealth Management (West Virginia)
West Virginia
$13.8M 215,784 +72 +0%
DA
52
Drake & Associates
Wisconsin
$13.7M 218,039 +8,461 +4%
AWA
53
Amplius Wealth Advisors
Pennsylvania
$13.3M 212,907 +10,330 +5%
Baird Financial Group
54
Baird Financial Group
Wisconsin
$12.7M 202,158 -10,541 -5%
EH
55
Equitable Holdings
New York
$12.5M 199,589 +70,659 +55%
MWP
56
Madison Wealth Partners
Wisconsin
$12.4M 198,124 +4,382 +2%
Bank Julius Baer & Co
57
Bank Julius Baer & Co
Switzerland
$11.9M 189,494 +187,814 +11,179%
GC
58
Garde Capital
Washington
$11.8M 188,542 +144,320 +326%
JPMorgan Chase & Co
59
JPMorgan Chase & Co
New York
$11.6M 184,753 -111,517 -38%
CAN
60
Cetera Advisor Networks
California
$11.3M 180,028 +11,254 +7%
KAS
61
Kestra Advisory Services
Texas
$10.8M 173,248 -76,735 -31%
PAG
62
Private Advisor Group
New Jersey
$10.8M 171,760 -1,990 -1%
HR
63
Howe & Rusling
New York
$10.6M 169,952 +28,008 +20%
WWM
64
WJ Wealth Management
Arizona
$10.6M 169,147 +23,483 +16%
VC
65
Veracity Capital
Georgia
$10.4M 166,448 +20,216 +14%
HPA
66
High Probability Advisors
New York
$10.2M 163,211 +4,894 +3%
GSIS
67
Global Strategic Investment Solutions
Arizona
$10.1M 160,969 +1,262 +0.8%
SW
68
SkyOak Wealth
Michigan
$9.66M 154,335 +8,396 +6%
LFS
69
Lutz Financial Services
Nebraska
$9.57M 152,883 -38,214 -20%
TIM
70
Tortoise Investment Management
New York
$9.44M 150,741 +3,682 +3%
PBF
71
Petix & Botte Financial
California
$8.84M 141,210 -568 -0.4%
AWM
72
AE Wealth Management
Kansas
$8.55M 136,590 +8,196 +6%
Rockefeller Capital Management
73
Rockefeller Capital Management
New York
$8.5M 135,726 -937 -0.7%
Truist Financial
74
Truist Financial
North Carolina
$8.24M 131,630 -4,399 -3%
PGWM
75
Parisi Gray Wealth Management
New Jersey
$8.06M 128,774 +4,071 +3%
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