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iShares Core S&P US Value ETF
IUSV

Overview Fund Activity

545 hedge funds and large institutions have $9.49B invested in iShares Core S&P US Value ETF in 2022 Q4 according to their latest regulatory filings, with 105 funds opening new positions, 195 increasing their positions, 145 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
545
Holders Change
+69
Holders Change %
+14.5%
% of All Funds
8.79%
Holding in Top 10
47
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+38.24%
% of All Funds
0.76%
New
105
Increased
195
Reduced
145
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
VWM
1
Venturi Wealth Management
Texas
$84.7M
2
Bank of America
2
Bank of America
North Carolina
$3.85B
3
TF
3
Trek Financial
Arizona
$50M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$37M
5
BlackRock
5
BlackRock
New York
$279M

Top Sellers

1
Natixis Advisors
1
Natixis Advisors
Massachusetts
$19.9M
2
AL
2
Aspiriant LLC
California
$163M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$116M
4
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$41.7M
5
SHGA
5
Sand Hill Global Advisors
California
$104M
Name Holding Trade Value Shares
Change 		Shares
Change %
Northwestern Mutual Wealth Management
51
Northwestern Mutual Wealth Management
Wisconsin
$18M -$218K -3,082 -1%
SCA
52
Southern Capital Advisors
Tennessee
$17.7M +$633K +8,963 +4%
CFD
53
Creative Financial Designs
Indiana
$17.6M +$65.3K +925 +0.4%
Cambridge Investment Research Advisors
54
Cambridge Investment Research Advisors
Iowa
$17.6M -$3.9M -55,258 -18%
MML Investors Services
55
MML Investors Services
Massachusetts
$16.6M -$323K -4,568 -2%
CWP
56
Corepath Wealth Partners
Arizona
$16.1M +$253K +3,483 +2%
IWMWV
57
Ironwood Wealth Management (West Virginia)
West Virginia
$15.9M -$150K -2,011 -0.9%
CIM
58
Confluence Investment Management
Missouri
$15.2M +$11.7M +165,210 +331%
DA
59
Drake & Associates
Wisconsin
$15.1M -$261K -3,697 -2%
Baird Financial Group
60
Baird Financial Group
Wisconsin
$15M +$745K +10,543 +5%
GC
61
Garde Capital
Washington
$15M +$1.64M +23,249 +12%
DI
62
DDFG Inc
California
$14.4M +$14.4M +204,539 New
M&T Bank
63
M&T Bank
New York
$14.4M -$2.43M -34,417 -14%
MWP
64
Madison Wealth Partners
Wisconsin
$14.3M +$262K +3,706 +2%
EH
65
Equitable Holdings
New York
$14.2M +$53.8K +762 +0.4%
WWM
66
WJ Wealth Management
Arizona
$13.9M +$1.93M +27,385 +16%
CAN
67
Cetera Advisor Networks
California
$13.8M +$1.04M +14,732 +8%
SWA
68
Strategies Wealth Advisors
Michigan
$13.7M +$13.7M +194,257 New
Bank Julius Baer & Co
69
Bank Julius Baer & Co
Switzerland
$13.6M +$214K +3,037 +2%
EWA
70
ERTS Wealth Advisors
Michigan
$13.2M -$4.14M -58,645 -24%
SF
71
Symphony Financial
Texas
$12.9M +$5.57M +76,221 +76%
MWM
72
Modera Wealth Management
New Jersey
$12.8M +$10.6M +150,042 +489%
DIA
73
Dean Investment Associates
Ohio
$12.7M +$12.7M +179,281 New
HR
74
Howe & Rusling
New York
$12.3M +$309K +4,378 +3%
KAS
75
Kestra Advisory Services
Texas
$12.2M -$9.32K -132 -0.1%
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