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iShares Core S&P US Value ETF
IUSV

Overview Fund Activity

566 hedge funds and large institutions have $9.98B invested in iShares Core S&P US Value ETF in 2023 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 177 increasing their positions, 176 reducing their positions, and 45 closing their positions.

Holders
566
Holders Change
-7
Holders Change %
-1.22%
% of All Funds
9.03%
Holding in Top 10
42
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-8.7%
% of All Funds
0.67%
New
45
Increased
177
Reduced
176
Closed
45
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$4.18B
2
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$80.6M
3
Jones Financial Companies
3
Jones Financial Companies
Missouri
$178M
4
VWM
4
Venturi Wealth Management
Texas
$61.7M
5
Charles Schwab
5
Charles Schwab
California
$18.7M

Top Sellers

1
BlackRock
1
BlackRock
New York
$19.6M
2
ERFOTCOFW
2
Employees Retirement Fund of the City of Fort Worth
Texas
$0
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$10.7M
4
IAN
4
Integrated Advisors Network
Texas
$16.2M
5
BTI
5
Blue Trust Inc
Georgia
$404M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAS
101
Ameritas Advisory Services
Nebraska
$9.32M +$3.14M +42,269 +51%
SPC
102
Sigma Planning Corp
Michigan
$9.06M -$173K -2,323 -2%
1WM
103
1900 Wealth Management
Texas
$9M +$2.12M +28,407 +31%
PSCM
104
Per Stirling Capital Management
Texas
$8.7M -$233K -3,124 -3%
TPCW
105
TD Private Client Wealth
New York
$8.55M +$983K +13,176 +13%
Stifel Financial
106
Stifel Financial
Missouri
$8.37M +$192K +2,575 +2%
Allianz Asset Management
107
Allianz Asset Management
Germany
$8.15M +$104K +1,400 +1%
Truist Financial
108
Truist Financial
North Carolina
$7.99M +$410K +5,501 +5%
AI
109
Atria Investments
North Carolina
$7.75M +$873K +11,694 +13%
Creative Planning
110
Creative Planning
Kansas
$7.53M +$779K +10,441 +12%
BWM
111
Birchcreek Wealth Management
Ohio
$7.52M +$1.05M +14,058 +16%
KAS
112
Kestra Advisory Services
Texas
$7.47M -$1.88M -25,153 -20%
FC
113
Financial Council
Maryland
$7.08M -$153K -2,045 -2%
ASN
114
Advisory Services Network
Georgia
$7.05M +$31.3K +419 +0.4%
UWM
115
USAdvisors Wealth Management
Minnesota
$6.82M +$679K +9,102 +11%
DAS
116
Dynamic Advisor Solutions
Arizona
$6.82M +$145K +1,947 +2%
CAC
117
Certified Advisory Corp
Florida
$6.8M +$34K +456 +0.5%
US Bancorp
118
US Bancorp
Minnesota
$6.8M -$32.4K -434 -0.5%
FAIM
119
Financial Advocates Investment Management
Washington
$6.74M +$600K +8,107 +10%
Corient Private Wealth
120
Corient Private Wealth
Florida
$6.73M +$500K +6,704 +8%
SWP
121
Stratos Wealth Partners
Ohio
$6.71M +$315K +4,226 +5%
AllianceBernstein
122
AllianceBernstein
Tennessee
$6.21M -$14.3K -191 -0.2%
HWM
123
HighMark Wealth Management
Minnesota
$6.12M -$135K -1,813 -2%
BWA
124
Beam Wealth Advisors
Louisiana
$5.81M -$159K -2,129 -3%
Janney Montgomery Scott
125
Janney Montgomery Scott
Pennsylvania
$5.71M -$207K -2,776 -3%
3 4
5
6 7