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iShares Core S&P US Value ETF
IUSV

Overview Fund Activity

548 hedge funds and large institutions have $9.76B invested in iShares Core S&P US Value ETF in 2023 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 171 increasing their positions, 208 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
548
Holders Change
+3
Holders Change %
+0.55%
% of All Funds
8.77%
Holding in Top 10
45
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-4.26%
% of All Funds
0.72%
New
61
Increased
171
Reduced
208
Closed
46
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MWM
Modera Wealth Management
New Jersey
$66.3M
2
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$93.6M
3
GFA
Gallagher Fiduciary Advisors
Illinois
$30.4M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$46M
5
FHB
First Hawaiian Bank
Hawaii
$13.8M

Top Sellers

1
BlackRock
BlackRock
New York
$250M
2
VWM
Venturi Wealth Management
Texas
$47.7M
3
Bank of America
Bank of America
North Carolina
$3.98B
4
Bank of New York Mellon
Bank of New York Mellon
New York
$0
5
TF
Trek Financial
Arizona
$21.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
Stifel Financial
101
Stifel Financial
Missouri
$8.04M -$73.2K -992 -0.9%
Kayne Anderson Rudnick Investment Management
102
Kayne Anderson Rudnick Investment Management
California
$8.01M +$165K +2,234 +2%
CAC
103
Certified Advisory Corp
Florida
$7.97M -$71.3K -967 -0.9%
Truist Financial
104
Truist Financial
North Carolina
$7.86M -$1.9M -25,788 -19%
FC
105
Financial Council
Maryland
$7.64M -$52.4K -710 -0.7%
UWM
106
USAdvisors Wealth Management
Minnesota
$7.23M -$371K -5,028 -5%
US Bancorp
107
US Bancorp
Minnesota
$7.2M -$175K -2,373 -2%
AI
108
Atria Investments
North Carolina
$6.88M -$782K -10,593 -10%
ASN
109
Advisory Services Network
Georgia
$6.78M +$557K +7,543 +9%
Creative Planning
110
Creative Planning
Kansas
$6.4M +$222K +3,013 +4%
Mariner
111
Mariner
Kansas
$6.3M +$898K +12,169 +17%
FTUS
112
Flow Traders U.S.
New York
$6.25M +$6.25M +84,686 New
HWM
113
HighMark Wealth Management
Minnesota
$6.15M -$222K -3,012 -3%
AllianceBernstein
114
AllianceBernstein
Tennessee
$6.06M -$27.5K -373 -0.5%
IWM
115
IHT Wealth Management
Illinois
$5.84M -$632K -8,572 -10%
MCM
116
Mitchell Capital Management
Kansas
$5.78M -$1.34M -18,126 -19%
IGWM
117
ICA Group Wealth Management
Colorado
$5.76M -$839K -11,375 -13%
Janney Montgomery Scott
118
Janney Montgomery Scott
Pennsylvania
$5.72M +$893K +12,099 +19%
FAIM
119
Financial Advocates Investment Management
Washington
$5.67M +$494K +6,689 +10%
Corient Private Wealth
120
Corient Private Wealth
Florida
$5.62M +$709K +9,603 +14%
ECG
121
Edge Capital Group
Georgia
$5.59M -$230K -3,117 -4%
BWM
122
Birchcreek Wealth Management
Ohio
$5.21M +$358K +4,850 +7%
QC
123
Quent Capital
New York
$5.08M +$349K +4,726 +7%
NCM
124
Northland Capital Management
Minnesota
$5.04M -$5.53K -75 -0.1%
PP
125
PrairieView Partners
Minnesota
$5.04M -$5.24K -71 -0.1%
3 4
5
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