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iShares Core S&P US Value ETF
IUSV

Overview Fund Activity

573 hedge funds and large institutions have $10.6B invested in iShares Core S&P US Value ETF in 2023 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 172 increasing their positions, 197 reducing their positions, and 28 closing their positions.

Holders
573
Holders Change
+25
Holders Change %
+4.56%
% of All Funds
9.04%
Holding in Top 10
46
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.22%
% of All Funds
0.73%
New
56
Increased
172
Reduced
197
Closed
28
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$4.34B
2
IAN
2
Integrated Advisors Network
Texas
$35.3M
3
Jones Financial Companies
3
Jones Financial Companies
Missouri
$163M
4
BPA
4
Beacon Pointe Advisors
California
$23.5M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$139M

Top Sellers

1
SHGA
1
Sand Hill Global Advisors
California
$213K
2
HighTower Advisors
2
HighTower Advisors
Illinois
$46.7M
3
BlackRock
3
BlackRock
New York
$251M
4
LPL Financial
4
LPL Financial
California
$892M
5
BIM
5
Bullseye Investment Management
Ohio
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SPC
101
Sigma Planning Corp
Michigan
$9.69M -$28.6K -365 -0.3%
PGWM
102
Parisi Gray Wealth Management
New Jersey
$9.45M – – –
PSCM
103
Per Stirling Capital Management
Texas
$9.36M +$7.92M +101,201 +548%
MCM
104
Monument Capital Management
Virginia
$9.1M +$9.1M +116,281 New
Mercer Global Advisors
105
Mercer Global Advisors
Colorado
$8.73M +$5.08M +64,937 +139%
Stifel Financial
106
Stifel Financial
Missouri
$8.58M +$53.5K +683 +0.6%
Allianz Asset Management
107
Allianz Asset Management
Germany
$8.44M +$8.44M +107,830 New
Truist Financial
108
Truist Financial
North Carolina
$7.95M -$393K -5,022 -5%
TPCW
109
TD Private Client Wealth
New York
$7.94M +$2.66M +33,937 +50%
FC
110
Financial Council
Maryland
$7.58M -$523K -6,680 -6%
ASN
111
Advisory Services Network
Georgia
$7.36M +$165K +2,103 +2%
1WM
112
1900 Wealth Management
Texas
$7.21M +$4.62M +59,012 +178%
AI
113
Atria Investments
North Carolina
$7.21M -$89.2K -1,140 -1%
US Bancorp
114
US Bancorp
Minnesota
$7.17M -$476K -6,084 -6%
CAC
115
Certified Advisory Corp
Florida
$7.1M -$1.36M -17,355 -16%
Creative Planning
116
Creative Planning
Kansas
$7.08M +$291K +3,718 +4%
DAS
117
Dynamic Advisor Solutions
Arizona
$7M +$2.82M +36,019 +67%
BWM
118
Birchcreek Wealth Management
Ohio
$6.79M +$1.27M +16,207 +23%
SWP
119
Stratos Wealth Partners
Ohio
$6.7M +$1.41M +18,002 +27%
HWM
120
HighMark Wealth Management
Minnesota
$6.57M +$51.8K +662 +0.8%
Corient Private Wealth
121
Corient Private Wealth
Florida
$6.54M +$577K +7,374 +10%
AllianceBernstein
122
AllianceBernstein
Tennessee
$6.53M +$96.6K +1,234 +2%
FAIM
123
Financial Advocates Investment Management
Washington
$6.49M +$476K +6,077 +8%
UWM
124
USAdvisors Wealth Management
Minnesota
$6.46M -$1.23M -15,698 -16%
AAS
125
Ameritas Advisory Services
Nebraska
$6.45M -$2.65M -34,113 -29%
3 4
5
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