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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.

Holders
566
Holders Change
-7
Holders Change %
-1.22%
% of All Funds
9.03%
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
1
Bank of America
North Carolina
$4.18B
2
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$80.6M
3
Jones Financial Companies
3
Jones Financial Companies
Missouri
$178M
4
VWM
4
Venturi Wealth Management
Texas
$61.7M
5
Charles Schwab
5
Charles Schwab
California
$18.7M

Top Sellers

1
BlackRock
1
BlackRock
New York
$19.6M
2
ERFOTCOFW
2
Employees Retirement Fund of the City of Fort Worth
Texas
$0
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$10.7M
4
IAN
4
Integrated Advisors Network
Texas
$16.2M
5
BTI
5
Blue Trust Inc
Georgia
$404M
Name Holding Trade Value Shares
Change 		Shares
Change %
BlackRock
51
BlackRock
New York
$19.6M -$220M -2,949,776 -92%
Northwestern Mutual Wealth Management
52
Northwestern Mutual Wealth Management
Wisconsin
$19.3M -$169K -2,260 -0.9%
Charles Schwab
53
Charles Schwab
California
$18.7M +$18.7M +250,389 New
Natixis Advisors
54
Natixis Advisors
Massachusetts
$18.7M -$4.58M -61,404 -20%
KPWS
55
Kestra Private Wealth Services
Texas
$18.4M +$3.66M +49,011 +25%
CWP
56
Corepath Wealth Partners
Arizona
$17.8M +$738K +9,939 +4%
EWA
57
ERTS Wealth Advisors
Michigan
$17.1M +$7.46M +99,913 +77%
CAN
58
Cetera Advisor Networks
California
$16.9M +$444K +5,945 +3%
DA
59
Drake & Associates
Wisconsin
$16.6M +$217K +2,902 +1%
DI
60
DDFG Inc
California
$16.2M -$434K -5,810 -3%
GC
61
Garde Capital
Washington
$16.2M +$34K +456 +0.2%
IAN
62
Integrated Advisors Network
Texas
$16.2M -$17.5M -234,021 -52%
IWMWV
63
Ironwood Wealth Management (West Virginia)
West Virginia
$15.2M -$126K -1,714 -0.8%
MWP
64
Madison Wealth Partners
Wisconsin
$15.2M -$159K -2,127 -1%
Bank Julius Baer & Co
65
Bank Julius Baer & Co
Switzerland
$15M +$244K +3,272 +2%
MML Investors Services
66
MML Investors Services
Massachusetts
$14.9M +$935K +12,531 +7%
UCFA
67
United Capital Financial Advisors
Texas
$14.9M -$774K -10,373 -5%
SWA
68
Strategies Wealth Advisors
Michigan
$14M +$29.4K +394 +0.2%
HPA
69
High Probability Advisors
New York
$14M +$423K +5,666 +3%
Baird Financial Group
70
Baird Financial Group
Wisconsin
$13.7M -$92.5K -1,240 -0.7%
VA
71
Vident Advisory
Georgia
$13.2M +$13.2M +176,785 New
SW
72
SkyOak Wealth
Michigan
$13.1M +$169K +2,271 +1%
FHB
73
First Hawaiian Bank
Hawaii
$13M +$11.3K +151 +0.1%
M&T Bank
74
M&T Bank
New York
$13M -$860K -11,481 -6%
MCM
75
Monument Capital Management
Virginia
$12.6M +$3.92M +52,599 +45%
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