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iShares Core S&P US Value ETF
IUSV

Overview Fund Activity

545 hedge funds and large institutions have $9.49B invested in iShares Core S&P US Value ETF in 2022 Q4 according to their latest regulatory filings, with 105 funds opening new positions, 195 increasing their positions, 145 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
545
Holders Change
+69
Holders Change %
+14.5%
% of All Funds
8.79%
Holding in Top 10
47
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+38.24%
% of All Funds
0.76%
New
105
Increased
195
Reduced
145
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
VWM
1
Venturi Wealth Management
Texas
$84.7M
2
Bank of America
2
Bank of America
North Carolina
$3.85B
3
TF
3
Trek Financial
Arizona
$50M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$37M
5
BlackRock
5
BlackRock
New York
$279M

Top Sellers

1
Natixis Advisors
1
Natixis Advisors
Massachusetts
$19.9M
2
AL
2
Aspiriant LLC
California
$163M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$116M
4
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$41.7M
5
SHGA
5
Sand Hill Global Advisors
California
$104M
Name Holding Trade Value Shares
Change 		Shares
Change %
FC
101
Financial Council
Maryland
$7.36M -$207K -2,928 -3%
AI
102
Atria Investments
North Carolina
$7.34M +$5.72M +81,021 +355%
UWM
103
USAdvisors Wealth Management
Minnesota
$7.28M +$194K +2,748 +3%
Mercer Global Advisors
104
Mercer Global Advisors
Colorado
$7.11M +$189K +2,674 +3%
US Bancorp
105
US Bancorp
Minnesota
$7.06M -$189K -2,680 -3%
Prudential Financial
106
Prudential Financial
New Jersey
$7.01M +$762K +10,792 +12%
MCM
107
Mitchell Capital Management
Kansas
$6.82M +$8.05K +114 +0.1%
IGWM
108
ICA Group Wealth Management
Colorado
$6.32M -$361K -5,115 -5%
IWM
109
IHT Wealth Management
Illinois
$6.19M -$278K -3,942 -4%
HWM
110
HighMark Wealth Management
Minnesota
$6.09M -$157K -2,227 -3%
MWA
111
Motive Wealth Advisors
Michigan
$5.99M +$656K +9,281 +12%
RSWM
112
Robertson Stephens Wealth Management
California
$5.99M +$5.99M +84,746 New
ASN
113
Advisory Services Network
Georgia
$5.96M +$416K +5,891 +8%
Creative Planning
114
Creative Planning
Kansas
$5.91M +$36K +509 +0.6%
AllianceBernstein
115
AllianceBernstein
Tennessee
$5.83M -$87.4K -1,238 -1%
KPWS
116
Kestra Private Wealth Services
Texas
$5.83M +$29.3K +415 +0.5%
EIC
117
Equity Investment Corp
Georgia
$5.75M +$2.54M +35,971 +79%
ECG
118
Edge Capital Group
Georgia
$5.57M +$602K +8,529 +12%
CA
119
Cetera Advisors
Colorado
$5.44M +$1.36M +19,226 +33%
Mariner
120
Mariner
Kansas
$5.17M +$3.65M +51,639 +239%
1WA
121
180 Wealth Advisors
Washington
$5.16M -$6.84K -91 -0.1%
FAIM
122
Financial Advocates Investment Management
Washington
$4.95M +$551K +7,795 +13%
FM
123
Family Management
New York
$4.84M -$398K -5,629 -8%
NCM
124
Northland Capital Management
Minnesota
$4.83M +$22.7K +322 +0.5%
PP
125
PrairieView Partners
Minnesota
$4.83M -$224K -3,170 -4%
3 4
5
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