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iShares Core S&P US Value ETF
IUSV

Overview Fund Activity

479 hedge funds and large institutions have $8.98B invested in iShares Core S&P US Value ETF in 2022 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 188 increasing their positions, 129 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
479
Holders Change
–
Holders Change %
0%
% of All Funds
7.58%
Holding in Top 10
36
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.86%
% of All Funds
0.57%
New
48
Increased
188
Reduced
129
Closed
41
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SHGA
Sand Hill Global Advisors
California
$120M
2
SG
StoneX Group
New York
$46.2M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$420M
4
LPL Financial
LPL Financial
California
$872M
5
Morgan Stanley
Morgan Stanley
New York
$624M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$3.94B
2
BlackRock
BlackRock
New York
$41.4M
3
SRA
Summit Rock Advisors
New York
$0
4
RJA
Raymond James & Associates
Florida
$20.7M
5
IAN
Integrated Advisors Network
Texas
$2.17M
Name Holding Trade Value Shares
Change 		Shares
Change %
DP
126
Denver PWM
Colorado
$3.79M -$235K -3,089 -6%
LRIA
127
Leonard Rickey Investment Advisors
Washington
$3.73M -$94.2K -1,241 -2%
5L
128
55I LLC
Massachusetts
$3.6M +$466K +6,148 +15%
CI Investments Inc
129
CI Investments Inc
Ontario, Canada
$3.55M -$2.21M -29,106 -38%
CAL
130
Capital Analysts LLC
Pennsylvania
$3.32M +$166K +2,187 +5%
EWA
131
EP Wealth Advisors
California
$3.29M -$168K -2,213 -5%
TWC
132
TD Waterhouse Canada
Ontario, Canada
$3.18M +$148K +1,923 +5%
GRP
133
Global Retirement Partners
California
$3.1M +$3.1M +43,619 New
VFIC
134
Valley Forge Investment Consultants
Pennsylvania
$3.07M +$77.9K +1,027 +3%
WMP
135
Wealth Management Partners
Arizona
$2.99M +$153K +2,000 +5%
Comerica Bank
136
Comerica Bank
Texas
$2.92M +$5.17K +67 +0.2%
GPA
137
Guidance Point Advisors
Massachusetts
$2.9M +$257K +3,392 +10%
1WM
138
1900 Wealth Management
Texas
$2.84M +$845K +11,139 +42%
CWA
139
Canvas Wealth Advisors
Kansas
$2.74M -$329K -4,536 -11%
ACA
140
Atlas Capital Advisors
Wyoming
$2.67M -$56.2K -741 -2%
LSA
141
Lansing Street Advisors
Pennsylvania
$2.64M +$2.64M +34,589 New
VA
142
Valmark Advisers
Ohio
$2.57M +$514K +6,780 +25%
GWM
143
Geneos Wealth Management
Colorado
$2.48M -$250K -3,300 -9%
Financial Engines Advisors
144
Financial Engines Advisors
California
$2.42M +$193K +2,543 +9%
AI
145
Atria Investments
North Carolina
$2.4M +$70.8K +933 +3%
NWM
146
Northwest Wealth Management
Iowa
$2.38M +$338K +4,451 +17%
BSW
147
Buckingham Strategic Wealth
Missouri
$2.37M +$188K +2,474 +9%
DDPIC
148
Deroy & Devereaux Private Investment Counsel
Michigan
$2.35M – – –
Allianz Asset Management
149
Allianz Asset Management
Germany
$2.34M – – –
RFN
150
RDA Financial Network
Iowa
$2.34M +$93.5K +1,233 +4%
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