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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.

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
1
Modera Wealth Management
New Jersey
$66.3M
2
JPMPWA
2
J.P. Morgan Private Wealth Advisors
California
$93.6M
3
GFA
3
Gallagher Fiduciary Advisors
Illinois
$30.4M
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$46M
5
FHB
5
First Hawaiian Bank
Hawaii
$13.8M

Top Sellers

1
BlackRock
1
BlackRock
New York
$250M
2
VWM
2
Venturi Wealth Management
Texas
$47.7M
3
Bank of America
3
Bank of America
North Carolina
$3.98B
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$0
5
TF
5
Trek Financial
Arizona
$21.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank Julius Baer & Co
51
Bank Julius Baer & Co
Switzerland
$17.8M +$3.55M +48,154 +25%
UCFA
52
United Capital Financial Advisors
Texas
$17.8M -$2.25M -30,560 -11%
CWP
53
Corepath Wealth Partners
Arizona
$16.9M +$436K +5,863 +3%
DA
54
Drake & Associates
Wisconsin
$16.2M +$349K +4,727 +2%
DI
55
DDFG Inc
California
$15.8M +$731K +9,907 +5%
MML Investors Services
56
MML Investors Services
Massachusetts
$15.7M -$1.7M -22,981 -10%
GC
57
Garde Capital
Washington
$15.6M +$11.6K +157 +0.1%
CAN
58
Cetera Advisor Networks
California
$15.4M +$1.08M +14,606 +7%
IWMWV
59
Ironwood Wealth Management (West Virginia)
West Virginia
$15.4M -$273K -3,727 -2%
MWP
60
Madison Wealth Partners
Wisconsin
$14.7M -$194K -2,632 -1%
EH
61
Equitable Holdings
New York
$14.6M -$152K -2,055 -1%
SWA
62
Strategies Wealth Advisors
Michigan
$14.5M +$152K +2,062 +1%
M&T Bank
63
M&T Bank
New York
$14.5M -$551K -7,474 -4%
Baird Financial Group
64
Baird Financial Group
Wisconsin
$14.1M -$1.64M -22,210 -10%
FHB
65
First Hawaiian Bank
Hawaii
$13.8M +$13.8M +187,309 New
HR
66
Howe & Rusling
New York
$13.8M +$896K +12,149 +7%
HPA
67
High Probability Advisors
New York
$12.9M +$1.29M +17,499 +11%
PAG
68
Private Advisor Group
New Jersey
$12.9M -$40.4K -547 -0.3%
SF
69
Symphony Financial
Texas
$12.3M -$594K -8,139 -5%
AWM
70
AE Wealth Management
Kansas
$12.3M +$284K +3,851 +2%
VC
71
Veracity Capital
Georgia
$12.2M -$450K -6,103 -4%
KAS
72
Kestra Advisory Services
Texas
$12.1M -$691K -9,361 -5%
GSIS
73
Global Strategic Investment Solutions
Arizona
$12.1M +$14.2K +192 +0.1%
AWA
74
Amplius Wealth Advisors
Pennsylvania
$12M -$242K -3,284 -2%
CGA
75
Crescent Grove Advisors
Illinois
$11.8M -$293K -3,970 -2%
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3
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