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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 %
VC
76
Veracity Capital
Georgia
$12.1M +$333K +4,714 +3%
AWA
77
Amplius Wealth Advisors
Pennsylvania
$11.7M -$3.31M -46,836 -22%
CGA
78
Crescent Grove Advisors
Illinois
$11.6M +$9.39M +132,962 +428%
GSIS
79
Global Strategic Investment Solutions
Arizona
$11.5M +$167K +2,358 +1%
SW
80
SkyOak Wealth
Michigan
$11.5M +$619K +8,757 +6%
AWM
81
AE Wealth Management
Kansas
$11.5M +$1.86M +26,355 +19%
HPA
82
High Probability Advisors
New York
$11.2M -$373K -5,275 -3%
TIM
83
Tortoise Investment Management
New York
$10.5M -$176K -2,491 -2%
LFS
84
Lutz Financial Services
Nebraska
$10.4M -$436K -6,177 -4%
CF
85
Centaurus Financial
California
$10.3M +$2.03M +28,684 +24%
AAS
86
Ameritas Advisory Services
Nebraska
$10.2M +$2.35M +33,249 +30%
EFH
87
Eaton Financial Holdings
Florida
$10.1M +$10.1M +142,320 New
SCP
88
Stevens Capital Partners
Nebraska
$9.43M +$9.43M +133,456 New
Truist Financial
89
Truist Financial
North Carolina
$9.35M +$53.3K +754 +0.6%
SPC
90
Sigma Planning Corp
Michigan
$9.3M +$637K +9,018 +7%
Rockefeller Capital Management
91
Rockefeller Capital Management
New York
$9.19M -$393K -5,571 -4%
TA
92
Townsend & Associates
Colorado
$9.06M +$9.06M +118,464 New
Cetera Investment Advisers
93
Cetera Investment Advisers
Illinois
$9.04M +$262K +3,703 +3%
RWPA
94
Richard W. Paul & Associates
Michigan
$9.03M +$9.03M +127,852 New
CPSC
95
Carl P. Sherr & Co
Massachusetts
$8.68M +$1.43M +20,237 +20%
IWC
96
Integrated Wealth Concepts
Massachusetts
$8.49M -$327K -4,633 -4%
LRWA
97
Long Run Wealth Advisors
New York
$8.15M +$183K +2,588 +2%
Stifel Financial
98
Stifel Financial
Missouri
$7.77M +$2.83M +40,056 +57%
CAC
99
Certified Advisory Corp
Florida
$7.7M +$20.4K +289 +0.3%
Kayne Anderson Rudnick Investment Management
100
Kayne Anderson Rudnick Investment Management
California
$7.5M +$326K +4,611 +5%
2 3
4
5 6