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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 %
IWC
76
Integrated Wealth Concepts
Massachusetts
$7.81M 124,793 -335 -0.3%
Cetera Investment Advisers
77
Cetera Investment Advisers
Illinois
$7.78M 124,271 +7,421 +6%
SPC
78
Sigma Planning Corp
Michigan
$7.68M 122,680 -9,094 -7%
CF
79
Centaurus Financial
California
$7.37M 117,764 +19,831 +20%
LRWA
80
Long Run Wealth Advisors
New York
$7.07M 112,869 +112,869 New
AAS
81
Ameritas Advisory Services
Nebraska
$6.97M 111,394 +17,483 +19%
CAC
82
Certified Advisory Corp
Florida
$6.81M 108,765 +753 +0.7%
FC
83
Financial Council
Maryland
$6.71M 107,188 -2,109 -2%
US Bancorp
84
US Bancorp
Minnesota
$6.43M 102,694 -2,256 -2%
CPSC
85
Carl P. Sherr & Co
Massachusetts
$6.43M 102,658 +9,870 +11%
SF
86
Symphony Financial
Texas
$6.37M 100,652 -27,610 -22%
Kayne Anderson Rudnick Investment Management
87
Kayne Anderson Rudnick Investment Management
California
$6.36M 101,670 +13,108 +15%
UWM
88
USAdvisors Wealth Management
Minnesota
$6.28M 100,264 +2,634 +3%
Mercer Global Advisors
89
Mercer Global Advisors
Colorado
$6.13M 97,941 +78,014 +391%
MCM
90
Mitchell Capital Management
Kansas
$6.04M 96,397 +5,384 +6%
IGWM
91
ICA Group Wealth Management
Colorado
$5.92M 94,536 -1,863 -2%
IWM
92
IHT Wealth Management
Illinois
$5.74M 91,644 -2,160 -2%
Prudential Financial
93
Prudential Financial
New Jersey
$5.61M 88,404 -3,292 -4%
HWM
94
HighMark Wealth Management
Minnesota
$5.54M 88,471 +644 +0.7%
AllianceBernstein
95
AllianceBernstein
Tennessee
$5.25M 83,791 +76,745 +1,089%
Creative Planning
96
Creative Planning
Kansas
$5.21M 83,193 +11,058 +15%
KPWS
97
Kestra Private Wealth Services
Texas
$5.14M 82,100 -1,124 -1%
ASN
98
Advisory Services Network
Georgia
$4.91M 78,478 +2,101 +3%
MWA
99
Motive Wealth Advisors
Michigan
$4.73M 75,518 +9,524 +14%
CAPTRUST Financial Advisors
100
CAPTRUST Financial Advisors
North Carolina
$4.72M 75,331 +4,637 +7%
2 3
4
5 6