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iShares Core S&P US Value ETF
IUSV

Overview Fund Activity

479 hedge funds and large institutions have $8.82B invested in iShares Core S&P US Value ETF in 2021 Q4 according to their latest regulatory filings, with 94 funds opening new positions, 175 increasing their positions, 114 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
479
Holders Change
+59
Holders Change %
+14.05%
% of All Funds
7.4%
Holding in Top 10
35
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+16.67%
% of All Funds
0.54%
New
94
Increased
175
Reduced
114
Closed
30
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
$4.06B
2
BlackRock
BlackRock
New York
$103M
3
Morgan Stanley
Morgan Stanley
New York
$602M
4
LPL Financial
LPL Financial
California
$838M
5
S
SignatureFD
Georgia
$297M

Top Sellers

1
Wells Fargo
Wells Fargo
California
$56.4M
2
RJFSA
Raymond James Financial Services Advisors
Florida
$25.6M
3
UBS Group
UBS Group
Switzerland
$120M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$101M
5
PBF
Petix & Botte Financial
California
$10.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAM
126
Cresset Asset Management
Illinois
$3.17M +$1.98M +25,994 +168%
5L
127
55I LLC
Massachusetts
$3.15M +$294K +3,852 +10%
AFP
128
Ausdal Financial Partners
Iowa
$3.12M -$190K -2,494 -6%
TWC
129
TD Waterhouse Canada
Ontario, Canada
$3.09M +$3.09M +39,553 New
VFIC
130
Valley Forge Investment Consultants
Pennsylvania
$3.01M +$1.01M +13,289 +51%
AI
131
AXS Investments
New York
$2.9M +$2.9M +38,000 New
EIP
132
Easterly Investment Partners
Massachusetts
$2.85M +$2.85M +37,350 New
MCA
133
Magnolia Capital Advisors
Mississippi
$2.83M +$1.68M +21,969 +145%
WMP
134
Wealth Management Partners
Arizona
$2.8M +$114K +1,509 +4%
Comerica Bank
135
Comerica Bank
Texas
$2.78M -$129K -1,754 -4%
GWM
136
Geneos Wealth Management
Colorado
$2.75M -$351K -4,593 -11%
ACA
137
Atlas Capital Advisors
Wyoming
$2.75M -$471K -6,176 -15%
WWM
138
Western Wealth Management
Colorado
$2.71M +$2.71M +35,497 New
GPA
139
Guidance Point Advisors
Massachusetts
$2.66M -$326K -4,266 -11%
DDPIC
140
Deroy & Devereaux Private Investment Counsel
Michigan
$2.37M +$134K +1,750 +6%
Allianz Asset Management
141
Allianz Asset Management
Germany
$2.36M – – –
QC
142
Quent Capital
New York
$2.36M +$2.36M +30,846 New
AI
143
Atria Investments
North Carolina
$2.34M -$45.9K -601 -2%
RFN
144
RDA Financial Network
Iowa
$2.26M +$1.11M +14,495 +96%
Financial Engines Advisors
145
Financial Engines Advisors
California
$2.24M -$98.2K -1,286 -4%
Janney Montgomery Scott
146
Janney Montgomery Scott
Pennsylvania
$2.22M -$413K -5,416 -16%
SFG
147
Sovereign Financial Group
Connecticut
$2.21M -$144K -1,881 -6%
GP
148
Greenline Partners
New York
$2.2M +$973K +12,750 +79%
BSW
149
Buckingham Strategic Wealth
Missouri
$2.2M +$86.7K +1,135 +4%
TPW
150
TL Private Wealth
Texas
$2.19M +$1.11K +15 +0.1%
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