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iShares Core S&P US Value ETF
IUSV

Overview Fund Activity

476 hedge funds and large institutions have $7.86B invested in iShares Core S&P US Value ETF in 2022 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 188 increasing their positions, 127 reducing their positions, and 41 closing their positions.

Holders
476
Holders Change
-6
Holders Change %
-1.24%
% of All Funds
8.23%
Holding in Top 10
34
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-8.11%
% of All Funds
0.59%
New
40
Increased
188
Reduced
127
Closed
41
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$3.34B
2
Jones Financial Companies
2
Jones Financial Companies
Missouri
$98.5M
3
Natixis Advisors
3
Natixis Advisors
Massachusetts
$48.1M
4
CG
4
Colony Group
Massachusetts
$21.9M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$110M

Top Sellers

1
BlackRock
1
BlackRock
New York
$222M
2
Morgan Stanley
2
Morgan Stanley
New York
$479M
3
BTI
3
Blue Trust Inc
Georgia
$369M
4
WAOI
4
Wealth Advisors of Iowa
Iowa
$3.83M
5
S
5
SignatureFD
Georgia
$226M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIM
126
Confluence Investment Management
Missouri
$3.13M +$410K +6,543 +15%
BWA
127
Beam Wealth Advisors
Louisiana
$3.07M +$81.8K +1,307 +3%
5L
128
55I LLC
Massachusetts
$3.03M +$315K +5,028 +12%
GRP
129
Global Retirement Partners
California
$2.93M -$84.2K -1,207 -3%
EIC
130
Equity Investment Corp
Georgia
$2.85M +$670K +10,709 +31%
VFPW
131
Vantage Financial Partners (Wisconsin)
Wisconsin
$2.84M -$4.53M -72,374 -61%
BSW
132
Buckingham Strategic Wealth
Missouri
$2.83M +$344K +5,497 +14%
CAL
133
Capital Analysts LLC
Pennsylvania
$2.73M -$12.2K -195 -0.4%
CWA
134
Canvas Wealth Advisors
Kansas
$2.72M +$64.3K +941 +2%
LSA
135
Lansing Street Advisors
Pennsylvania
$2.68M +$75.6K +1,207 +3%
EWA
136
EP Wealth Advisors
California
$2.53M -$133K -2,126 -5%
GP
137
Greenline Partners
New York
$2.46M – – –
VFIC
138
Valley Forge Investment Consultants
Pennsylvania
$2.45M +$17.5K +280 +0.7%
WMP
139
Wealth Management Partners
Arizona
$2.38M +$129K +2,000 +6%
GPA
140
Guidance Point Advisors
Massachusetts
$2.35M +$36.2K +578 +2%
RFN
141
RDA Financial Network
Iowa
$2.26M +$42.6K +680 +2%
Janney Montgomery Scott
142
Janney Montgomery Scott
Pennsylvania
$2.23M +$448K +7,161 +25%
1WM
143
1900 Wealth Management
Texas
$2.16M -$609K -9,733 -22%
WPWM
144
Windward Private Wealth Management
Kansas
$2.14M +$40.7K +650 +2%
DDPIC
145
Deroy & Devereaux Private Investment Counsel
Michigan
$2.1M -$25K -400 -1%
Susquehanna International Group
146
Susquehanna International Group
Pennsylvania
$2.1M +$1.29M +20,558 +159%
NWM
147
Northwest Wealth Management
Iowa
$2.06M -$2.94K -47 -0.1%
EPM
148
Elm Partners Management
Pennsylvania
$2.05M +$89.8K +1,434 +5%
AFP
149
Ausdal Financial Partners
Iowa
$2.03M -$1.73M -27,576 -46%
FFC
150
Fure Financial Corporation
Minnesota
$1.99M +$1.99M +31,720 New
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