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iShares Core S&P US Value ETF
IUSV

Overview Fund Activity

476 hedge funds and large institutions have $7.86B invested in iShares Core S&P US Value ETF in 2022 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 188 increasing their positions, 127 reducing their positions, and 41 closing their positions.

Holders
476
Holders Change
-6
Holders Change %
-1.24%
% of All Funds
8.23%
Holding in Top 10
34
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-8.11%
% of All Funds
0.59%
New
40
Increased
188
Reduced
127
Closed
41
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$3.34B
2
Jones Financial Companies
2
Jones Financial Companies
Missouri
$98.5M
3
Natixis Advisors
3
Natixis Advisors
Massachusetts
$48.1M
4
CG
4
Colony Group
Massachusetts
$21.9M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$110M

Top Sellers

1
BlackRock
1
BlackRock
New York
$222M
2
Morgan Stanley
2
Morgan Stanley
New York
$479M
3
BTI
3
Blue Trust Inc
Georgia
$369M
4
WAOI
4
Wealth Advisors of Iowa
Iowa
$3.83M
5
S
5
SignatureFD
Georgia
$226M
Name Market Value Shares Shares
Change 		Shares
Change %
FM
101
Family Management
New York
$4.65M 74,211 -1,479 -2%
PP
102
PrairieView Partners
Minnesota
$4.48M 71,540 +2,753 +4%
ECG
103
Edge Capital Group
Georgia
$4.4M 70,331 – –
Stifel Financial
104
Stifel Financial
Missouri
$4.38M 69,882 +764 +1%
1WA
105
180 Wealth Advisors
Washington
$4.3M 68,667 -1,072 -2%
OIA
106
OneDigital Investment Advisors
Kansas
$4.27M 68,171 +57 +0.1%
NCM
107
Northland Capital Management
Minnesota
$4.26M 68,080 +1,267 +2%
SPIA
108
Steward Partners Investment Advisory
New York
$4.24M 67,653 -2,690 -4%
BWM
109
Birchcreek Wealth Management
Ohio
$4.11M 65,575 +4,474 +7%
SWP
110
Stratos Wealth Partners
Ohio
$4.09M 65,352 +510 +0.8%
SEM
111
Strategic Equity Management
Arizona
$3.98M 63,575 +1,080 +2%
CM
112
Columbus Macro
Pennsylvania
$3.96M 63,301 +1,305 +2%
FAIM
113
Financial Advocates Investment Management
Washington
$3.9M 62,336 +16,893 +37%
QC
114
Quent Capital
New York
$3.84M 61,266 +3,140 +5%
WAOI
115
Wealth Advisors of Iowa
Iowa
$3.83M 61,208 -146,264 -70%
FPIS
116
Financial Planning & Information Services
Wisconsin
$3.63M 57,999 -1,239 -2%
CA
117
Cetera Advisors
Colorado
$3.62M 57,816 +923 +2%
TPCW
118
TD Private Client Wealth
New York
$3.56M 56,832 +3,386 +6%
RHBC
119
R.H. Bluestein & Co
Michigan
$3.51M 56,006 +3,522 +7%
AMG
120
Asset Management Group
Connecticut
$3.51M 55,993 -2 -0%
HCM
121
Howland Capital Management
Massachusetts
$3.38M 54,000 – –
WWM
122
Western Wealth Management
Colorado
$3.3M 52,522 -843 -2%
COCM
123
Charter Oak Capital Management
New Hampshire
$3.18M 50,820 +3,222 +7%
DP
124
Denver PWM
Colorado
$3.16M 49,017 +2,943 +6%
LRIA
125
Leonard Rickey Investment Advisors
Washington
$3.13M 49,928 -377 -0.7%
3 4
5
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