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iShares Core S&P US Value ETF
IUSV

Overview Fund Activity

545 hedge funds and large institutions have $9.49B invested in iShares Core S&P US Value ETF in 2022 Q4 according to their latest regulatory filings, with 105 funds opening new positions, 195 increasing their positions, 145 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
545
Holders Change
+69
Holders Change %
+14.5%
% of All Funds
8.79%
Holding in Top 10
47
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+38.24%
% of All Funds
0.76%
New
105
Increased
195
Reduced
145
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
VWM
1
Venturi Wealth Management
Texas
$84.7M
2
Bank of America
2
Bank of America
North Carolina
$3.85B
3
TF
3
Trek Financial
Arizona
$50M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$37M
5
BlackRock
5
BlackRock
New York
$279M

Top Sellers

1
Natixis Advisors
1
Natixis Advisors
Massachusetts
$19.9M
2
AL
2
Aspiriant LLC
California
$163M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$116M
4
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$41.7M
5
SHGA
5
Sand Hill Global Advisors
California
$104M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAPTRUST Financial Advisors
126
CAPTRUST Financial Advisors
North Carolina
$4.76M -$557K -7,885 -10%
OIA
127
OneDigital Investment Advisors
Kansas
$4.75M -$64.8K -917 -1%
Corient Private Wealth
128
Corient Private Wealth
Florida
$4.7M +$4.7M +66,562 New
PGWM
129
Parisi Gray Wealth Management
New Jersey
$4.66M -$4.44M -62,819 -49%
BWM
130
Birchcreek Wealth Management
Ohio
$4.64M +$10.4K +147 +0.2%
Janney Montgomery Scott
131
Janney Montgomery Scott
Pennsylvania
$4.62M +$2.1M +29,676 +83%
QC
132
Quent Capital
New York
$4.53M +$200K +2,829 +5%
SWP
133
Stratos Wealth Partners
Ohio
$4.51M -$108K -1,528 -2%
SEM
134
Strategic Equity Management
Arizona
$4.32M -$168K -2,374 -4%
COCM
135
Charter Oak Capital Management
New Hampshire
$4.3M +$707K +10,017 +20%
BWA
136
Beam Wealth Advisors
Louisiana
$4.12M +$659K +9,327 +19%
FPIS
137
Financial Planning & Information Services
Wisconsin
$4.09M -$8.55K -121 -0.2%
EFM
138
Eley Financial Management
Vermont
$4.01M +$4.01M +56,817 New
CM
139
Columbus Macro
Pennsylvania
$3.86M -$615K -8,710 -14%
Brown Advisory
140
Brown Advisory
Maryland
$3.83M +$3.83M +54,190 New
HCM
141
Howland Capital Management
Massachusetts
$3.81M – – –
GPA
142
Guidance Point Advisors
Massachusetts
$3.79M +$1.13M +15,977 +42%
PWM
143
Perigon Wealth Management
California
$3.72M +$3.72M +52,616 New
AMG
144
Asset Management Group
Connecticut
$3.7M -$250K -3,538 -6%
BBL
145
Beck Bode LLC
Massachusetts
$3.67M +$3.67M +51,935 New
DP
146
Denver PWM
Colorado
$3.66M +$203K +2,868 +6%
VIA
147
Vident Investment Advisory
Georgia
$3.66M +$2.06M +29,113 +128%
LRIA
148
Leonard Rickey Investment Advisors
Washington
$3.62M +$88.8K +1,257 +3%
SOS
149
Silver Oak Securities
Tennessee
$3.46M +$2.54M +36,003 +278%
TPCW
150
TD Private Client Wealth
New York
$3.34M -$673K -9,532 -17%
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