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iShares Core S&P US Value ETF
IUSV

Overview Fund Activity

566 hedge funds and large institutions have $9.98B invested in iShares Core S&P US Value ETF in 2023 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 177 increasing their positions, 176 reducing their positions, and 45 closing their positions.

Holders
566
Holders Change
-7
Holders Change %
-1.22%
% of All Funds
9.03%
Holding in Top 10
42
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-8.7%
% of All Funds
0.67%
New
45
Increased
177
Reduced
176
Closed
45
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$4.18B
2
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$80.6M
3
Jones Financial Companies
3
Jones Financial Companies
Missouri
$178M
4
VWM
4
Venturi Wealth Management
Texas
$61.7M
5
Charles Schwab
5
Charles Schwab
California
$18.7M

Top Sellers

1
BlackRock
1
BlackRock
New York
$19.6M
2
ERFOTCOFW
2
Employees Retirement Fund of the City of Fort Worth
Texas
$0
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$10.7M
4
IAN
4
Integrated Advisors Network
Texas
$16.2M
5
BTI
5
Blue Trust Inc
Georgia
$404M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
76
AE Wealth Management
Kansas
$12.4M -$1.8M -24,164 -13%
GSIS
77
Global Strategic Investment Solutions
Arizona
$12.2M – – –
PAG
78
Private Advisor Group
New Jersey
$12.2M +$136K +1,827 +1%
CGA
79
Crescent Grove Advisors
Illinois
$12.1M +$67.6K +900 +0.6%
HR
80
Howe & Rusling
New York
$12M -$2.23M -29,858 -16%
CF
81
Centaurus Financial
California
$11.3M +$550K +7,370 +5%
AWA
82
Amplius Wealth Advisors
Pennsylvania
$11.1M -$460K -6,160 -4%
SCP
83
Stevens Capital Partners
Nebraska
$11.1M -$780K -10,447 -7%
Kayne Anderson Rudnick Investment Management
84
Kayne Anderson Rudnick Investment Management
California
$10.9M +$871K +11,678 +9%
Cambridge Investment Research Advisors
85
Cambridge Investment Research Advisors
Iowa
$10.7M -$38.4M -514,896 -78%
TIM
86
Tortoise Investment Management
New York
$10.6M -$361K -4,836 -3%
EH
87
Equitable Holdings
New York
$10.5M -$47.2K -633 -0.4%
CPSC
88
Carl P. Sherr & Co
Massachusetts
$10.4M +$162K +2,170 +2%
EFH
89
Eaton Financial Holdings
Florida
$10.4M +$2.84K +38 +0%
GFWA
90
Grey Fox Wealth Advisors
Delaware
$10.4M +$10.1M +134,985 +4,509%
MWA
91
MFA Wealth Advisors
Pennsylvania
$10.1M +$55K +737 +0.6%
RWPA
92
Richard W. Paul & Associates
Michigan
$9.88M -$490K -6,570 -5%
SC
93
Savant Capital
Illinois
$9.87M -$715K -9,580 -7%
LFS
94
Lutz Financial Services
Nebraska
$9.79M -$845K -11,320 -8%
IWC
95
Integrated Wealth Concepts
Massachusetts
$9.73M -$709K -9,505 -7%
Cetera Investment Advisers
96
Cetera Investment Advisers
Illinois
$9.67M -$435K -5,828 -4%
CFG
97
Cosner Financial Group
Colorado
$9.67M -$182K -2,436 -2%
Rockefeller Capital Management
98
Rockefeller Capital Management
New York
$9.66M +$401K +5,368 +4%
Mariner
99
Mariner
Kansas
$9.53M +$3.76M +50,335 +65%
PIAS
100
PCA Investment Advisory Services
Ohio
$9.45M +$52.9K +709 +0.6%
2 3
4
5 6