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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 %
SW
76
SkyOak Wealth
Michigan
$11.8M -$251K -3,398 -2%
SCP
77
Stevens Capital Partners
Nebraska
$11.4M +$1.58M +21,361 +16%
BIM
78
Bullseye Investment Management
Ohio
$11.2M +$11.2M +151,802 New
WWM
79
WJ Wealth Management
Arizona
$11.2M -$3.31M -44,855 -23%
TIM
80
Tortoise Investment Management
New York
$11.2M +$229K +3,106 +2%
NFG
81
Nadler Financial Group
Illinois
$11M +$11M +149,099 New
PBF
82
Petix & Botte Financial
California
$10.8M +$10.8M +146,825 New
LFS
83
Lutz Financial Services
Nebraska
$10.6M -$249K -3,374 -2%
CF
84
Centaurus Financial
California
$10.5M -$351K -4,761 -3%
EFH
85
Eaton Financial Holdings
Florida
$10.4M -$129K -1,748 -1%
IWC
86
Integrated Wealth Concepts
Massachusetts
$10.3M +$1.41M +19,176 +16%
TA
87
Townsend & Associates
Colorado
$10.3M +$1.39M +18,493 +16%
RWPA
88
Richard W. Paul & Associates
Michigan
$9.92M +$487K +6,596 +5%
VIA
89
Vident Investment Advisory
Georgia
$9.92M +$6.09M +82,562 +159%
MWA
90
MFA Wealth Advisors
Pennsylvania
$9.62M +$9.62M +130,432 New
Rockefeller Capital Management
91
Rockefeller Capital Management
New York
$9.57M -$37.1K -503 -0.4%
Cetera Investment Advisers
92
Cetera Investment Advisers
Illinois
$9.54M +$102K +1,385 +1%
SC
93
Savant Capital
Illinois
$9.53M +$521K +7,055 +6%
EWA
94
ERTS Wealth Advisors
Michigan
$9.47M -$4.28M -57,950 -31%
PGWM
95
Parisi Gray Wealth Management
New Jersey
$9.45M +$4.58M +62,131 +94%
CPSC
96
Carl P. Sherr & Co
Massachusetts
$9.45M +$382K +5,177 +4%
SPC
97
Sigma Planning Corp
Michigan
$9.16M -$557K -7,550 -6%
KPWS
98
Kestra Private Wealth Services
Texas
$9.12M +$3.03M +41,127 +50%
PIAS
99
PCA Investment Advisory Services
Ohio
$9M +$9M +122,011 New
AAS
100
Ameritas Advisory Services
Nebraska
$8.67M -$2.03M -27,454 -19%
2 3
4
5 6