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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.

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 %
US Bancorp
76
US Bancorp
Minnesota
$9.02M -$135K -1,770 -1%
SPC
77
Sigma Planning Corp
Michigan
$9M +$1.66M +21,761 +23%
FC
78
Financial Council
Maryland
$8.44M +$53.9K +706 +0.6%
CAC
79
Certified Advisory Corp
Florida
$8.11M -$114K -1,492 -1%
EH
80
Equitable Holdings
New York
$7.94M +$839K +10,992 +12%
Cetera Investment Advisers
81
Cetera Investment Advisers
Illinois
$7.88M +$1.17M +15,268 +17%
SF
82
Symphony Financial
Texas
$7.79M +$2.54M +33,003 +48%
IWM
83
IHT Wealth Management
Illinois
$7.16M -$60.9K -798 -0.8%
DIA
84
Dean Investment Associates
Ohio
$7.15M +$6.94M +90,842 +3,186%
EWM
85
Endurance Wealth Management
Rhode Island
$6.74M -$685K -8,965 -9%
CIM
86
Confluence Investment Management
Missouri
$6.7M +$6.7M +87,821 New
HWM
87
HighMark Wealth Management
Minnesota
$6.67M +$252K +3,307 +4%
Kayne Anderson Rudnick Investment Management
88
Kayne Anderson Rudnick Investment Management
California
$6.59M +$1.46M +19,118 +28%
CFSG
89
Clark Financial Services Group
Missouri
$6.49M +$79.1K +1,036 +1%
HA
90
HYA Advisors
Missouri
$6.06M -$345K -4,522 -5%
SWA
91
Stratos Wealth Advisors
Ohio
$5.98M +$2.22M +29,020 +59%
SWP
92
Stratos Wealth Partners
Ohio
$5.96M -$332K -4,350 -5%
MCM
93
Mitchell Capital Management
Kansas
$5.94M +$124K +1,618 +2%
FM
94
Family Management
New York
$5.86M -$323K -4,225 -5%
CI Investments Inc
95
CI Investments Inc
Ontario, Canada
$5.8M -$488K -6,389 -8%
CPSC
96
Carl P. Sherr & Co
Massachusetts
$5.78M +$733K +9,604 +15%
ECG
97
Edge Capital Group
Georgia
$5.49M +$52.8K +691 +1%
ASN
98
Advisory Services Network
Georgia
$5.41M -$87.1K -1,141 -2%
TPA
99
Trivium Point Advisory
Connecticut
$5.33M +$419K +5,489 +9%
FAIM
100
Financial Advocates Investment Management
Washington
$5.28M +$991K +11,802 +23%
2 3
4
5 6