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iShares Core S&P US Value ETF
IUSV

Overview Fund Activity

479 hedge funds and large institutions have $8.82B invested in iShares Core S&P US Value ETF in 2021 Q4 according to their latest regulatory filings, with 94 funds opening new positions, 175 increasing their positions, 114 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
479
Holders Change
+59
Holders Change %
+14.05%
% of All Funds
7.4%
Holding in Top 10
35
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+16.67%
% of All Funds
0.54%
New
94
Increased
175
Reduced
114
Closed
30
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$4.06B
2
BlackRock
2
BlackRock
New York
$103M
3
Morgan Stanley
3
Morgan Stanley
New York
$602M
4
LPL Financial
4
LPL Financial
California
$838M
5
S
5
SignatureFD
Georgia
$297M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$56.4M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$25.6M
3
UBS Group
3
UBS Group
Switzerland
$120M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$101M
5
PBF
5
Petix & Botte Financial
California
$10.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
1WA
101
180 Wealth Advisors
Washington
$5.2M -$46.2K -625 -0.9%
PP
102
PrairieView Partners
Minnesota
$5.17M -$36.1K -473 -0.7%
WAOI
103
Wealth Advisors of Iowa
Iowa
$5.12M -$1.72M -22,582 -25%
BBHBI
104
B, B, H, & B Inc
Alabama
$5.1M +$234K +3,062 +5%
EIC
105
Equity Investment Corp
Georgia
$4.98M +$2.23M +29,168 +81%
FPIS
106
Financial Planning & Information Services
Wisconsin
$4.84M -$82.5K -1,081 -2%
Creative Planning
107
Creative Planning
Kansas
$4.7M -$58.8K -770 -1%
OIA
108
OneDigital Investment Advisors
Kansas
$4.69M +$901K +11,803 +24%
BWM
109
Birchcreek Wealth Management
Ohio
$4.63M -$245K -3,214 -5%
SWM
110
Spire Wealth Management
Virginia
$4.6M +$353K +4,619 +8%
TPCW
111
TD Private Client Wealth
New York
$4.4M -$64.4K -844 -1%
AMG
112
Asset Management Group
Connecticut
$4.29M -$198K -2,590 -4%
HCM
113
Howland Capital Management
Massachusetts
$4.12M – – –
EPM
114
Elm Partners Management
Pennsylvania
$4.05M -$43.8K -574 -1%
DP
115
Denver PWM
Colorado
$4.04M -$282K -3,687 -7%
Prudential Financial
116
Prudential Financial
New Jersey
$4M +$384K +5,133 +11%
RHBC
117
R.H. Bluestein & Co
Michigan
$3.99M +$283K +3,701 +8%
LRIA
118
Leonard Rickey Investment Advisors
Washington
$3.85M -$53.1K -696 -1%
CM
119
Columbus Macro
Pennsylvania
$3.85M +$2.53M +33,176 +193%
BWA
120
Beam Wealth Advisors
Louisiana
$3.76M +$310K +4,056 +9%
CA
121
Cetera Advisors
Colorado
$3.67M +$111K +1,456 +3%
EWA
122
EP Wealth Advisors
California
$3.48M -$26.2K -343 -0.7%
MWA
123
Motive Wealth Advisors
Michigan
$3.42M +$537K +7,041 +19%
CWA
124
Canvas Wealth Advisors
Kansas
$3.23M +$3.74K +49 +0.1%
CAL
125
Capital Analysts LLC
Pennsylvania
$3.17M +$231K +3,030 +8%
3 4
5
6 7