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iShares Core S&P US Value ETF
IUSV

Overview Fund Activity

482 hedge funds and large institutions have $8.29B invested in iShares Core S&P US Value ETF in 2022 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 169 increasing their positions, 150 reducing their positions, and 37 closing their positions.

Holders
482
Holders Change
+3
Holders Change %
+0.63%
% of All Funds
8.15%
Holding in Top 10
37
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.78%
% of All Funds
0.63%
New
49
Increased
169
Reduced
150
Closed
37
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BlackRock
1
BlackRock
New York
$296M
2
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$47.4M
3
Natixis Advisors
3
Natixis Advisors
Massachusetts
$28.6M
4
F
4
F3Logic
Minnesota
$24.2M
5
Morgan Stanley
5
Morgan Stanley
New York
$559M

Top Sellers

1
Thrivent Financial for Lutherans
1
Thrivent Financial for Lutherans
Minnesota
$617K
2
SG
2
StoneX Group
New York
$0
3
CG
3
Colony Group
Massachusetts
$2.12M
4
PBF
4
Petix & Botte Financial
California
$9.48M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$20M
Name Holding Trade Value Shares
Change 		Shares
Change %
FAIM
126
Financial Advocates Investment Management
Washington
$3.04M -$1.44M -21,458 -32%
1WM
127
1900 Wealth Management
Texas
$2.96M +$462K +6,903 +18%
GC
128
Garde Capital
Washington
$2.96M +$2.84M +42,390 +2,314%
CAL
129
Capital Analysts LLC
Pennsylvania
$2.93M +$2.94K +44 +0.1%
SPF
130
Steven Patrick Farmer
$2.9M +$2.9M +43,372 New
CIM
131
Confluence Investment Management
Missouri
$2.9M +$2.9M +43,372 New
5L
132
55I LLC
Massachusetts
$2.9M -$272K -4,065 -9%
GRP
133
Global Retirement Partners
California
$2.89M -$29K -434 -1%
EWA
134
EP Wealth Advisors
California
$2.85M -$52.6K -787 -2%
LSA
135
Lansing Street Advisors
Pennsylvania
$2.78M +$471K +7,039 +20%
BSW
136
Buckingham Strategic Wealth
Missouri
$2.65M +$561K +8,395 +27%
GP
137
Greenline Partners
New York
$2.63M +$695K +10,395 +36%
ACA
138
Atlas Capital Advisors
Wyoming
$2.61M +$255K +3,810 +11%
VFIC
139
Valley Forge Investment Consultants
Pennsylvania
$2.6M -$104K -1,553 -4%
CWA
140
Canvas Wealth Advisors
Kansas
$2.6M +$70.6K +1,056 +3%
GPA
141
Guidance Point Advisors
Massachusetts
$2.48M -$78.6K -1,176 -3%
CAM
142
Cresset Asset Management
Illinois
$2.39M -$2M -29,870 -46%
RFN
143
RDA Financial Network
Iowa
$2.37M +$305K +4,565 +15%
EIC
144
Equity Investment Corp
Georgia
$2.32M +$411K +6,153 +22%
WMP
145
Wealth Management Partners
Arizona
$2.3M -$263K -4,000 -10%
DDPIC
146
Deroy & Devereaux Private Investment Counsel
Michigan
$2.27M +$197K +2,950 +10%
WPWM
147
Windward Private Wealth Management
Kansas
$2.24M +$1.06M +15,821 +90%
NWM
148
Northwest Wealth Management
Iowa
$2.2M +$99.9K +1,493 +5%
GWM
149
Geneos Wealth Management
Colorado
$2.16M -$52.2K -771 -2%
SAS
150
Sanford Advisory Services
Michigan
$2.12M +$285K +4,257 +15%
4 5
6
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