IUSV icon

iShares Core S&P US Value ETF
IUSV

Overview Fund Activity

573 hedge funds and large institutions have $10.6B invested in iShares Core S&P US Value ETF in 2023 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 172 increasing their positions, 197 reducing their positions, and 28 closing their positions.

Holders
573
Holders Change
+25
Holders Change %
+4.56%
% of All Funds
9.04%
Holding in Top 10
46
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.22%
% of All Funds
0.73%
New
56
Increased
172
Reduced
197
Closed
28
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$4.34B
2
IAN
2
Integrated Advisors Network
Texas
$35.3M
3
Jones Financial Companies
3
Jones Financial Companies
Missouri
$163M
4
BPA
4
Beacon Pointe Advisors
California
$23.5M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$139M

Top Sellers

1
SHGA
1
Sand Hill Global Advisors
California
$213K
2
HighTower Advisors
2
HighTower Advisors
Illinois
$46.7M
3
BlackRock
3
BlackRock
New York
$251M
4
LPL Financial
4
LPL Financial
California
$892M
5
BIM
5
Bullseye Investment Management
Ohio
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SW
76
SkyOak Wealth
Michigan
$13.6M +$1.07M +13,690 +9%
WWM
77
WJ Wealth Management
Arizona
$13M +$1.17M +14,926 +10%
GSIS
78
Global Strategic Investment Solutions
Arizona
$12.8M +$11.3K +144 +0.1%
PAG
79
Private Advisor Group
New Jersey
$12.7M -$1.04M -13,277 -8%
CGA
80
Crescent Grove Advisors
Illinois
$12.5M +$4.7K +60 +0%
SCP
81
Stevens Capital Partners
Nebraska
$12.5M +$367K +4,692 +3%
AWA
82
Amplius Wealth Advisors
Pennsylvania
$12.2M -$584K -7,461 -5%
TIM
83
Tortoise Investment Management
New York
$11.5M -$304K -3,886 -3%
VIA
84
Vident Investment Advisory
Georgia
$11.4M +$911K +11,647 +9%
CF
85
Centaurus Financial
California
$11.3M +$175K +2,239 +2%
LFS
86
Lutz Financial Services
Nebraska
$11.2M -$65.5K -837 -0.6%
SC
87
Savant Capital
Illinois
$11.1M +$991K +12,661 +10%
EH
88
Equitable Holdings
New York
$11.1M -$4.45M -56,846 -29%
IWC
89
Integrated Wealth Concepts
Massachusetts
$10.9M +$44.6K +570 +0.4%
EFH
90
Eaton Financial Holdings
Florida
$10.9M -$118K -1,503 -1%
RWPA
91
Richard W. Paul & Associates
Michigan
$10.9M +$354K +4,521 +3%
CPSC
92
Carl P. Sherr & Co
Massachusetts
$10.8M +$751K +9,590 +7%
Cetera Investment Advisers
93
Cetera Investment Advisers
Illinois
$10.6M +$477K +6,098 +5%
Kayne Anderson Rudnick Investment Management
94
Kayne Anderson Rudnick Investment Management
California
$10.6M +$2.07M +26,503 +24%
MWA
95
MFA Wealth Advisors
Pennsylvania
$10.5M +$279K +3,561 +3%
CFG
96
Cosner Financial Group
Colorado
$10.3M +$10.3M +131,993 New
EWA
97
ERTS Wealth Advisors
Michigan
$10.1M +$62.8K +802 +0.6%
PIAS
98
PCA Investment Advisory Services
Ohio
$9.86M +$309K +3,949 +3%
KAS
99
Kestra Advisory Services
Texas
$9.81M -$3.01M -38,440 -23%
Rockefeller Capital Management
100
Rockefeller Capital Management
New York
$9.72M -$431K -5,506 -4%
2 3
4
5 6