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iShares Core S&P US Value ETF
IUSV

Overview Fund Activity

548 hedge funds and large institutions have $9.76B invested in iShares Core S&P US Value ETF in 2023 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 171 increasing their positions, 208 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
548
Holders Change
+3
Holders Change %
+0.55%
% of All Funds
8.77%
Holding in Top 10
45
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-4.26%
% of All Funds
0.72%
New
61
Increased
171
Reduced
208
Closed
46
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MWM
Modera Wealth Management
New Jersey
$66.3M
2
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$93.6M
3
GFA
Gallagher Fiduciary Advisors
Illinois
$30.4M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$46M
5
FHB
First Hawaiian Bank
Hawaii
$13.8M

Top Sellers

1
BlackRock
BlackRock
New York
$250M
2
VWM
Venturi Wealth Management
Texas
$47.7M
3
Bank of America
Bank of America
North Carolina
$3.98B
4
Bank of New York Mellon
Bank of New York Mellon
New York
$0
5
TF
Trek Financial
Arizona
$21.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWP
126
Stratos Wealth Partners
Ohio
$4.99M +$283K +3,841 +6%
1WA
127
180 Wealth Advisors
Washington
$4.99M -$70.5K -956 -1%
TPCW
128
TD Private Client Wealth
New York
$4.98M +$1.49M +20,166 +43%
OIA
129
OneDigital Investment Advisors
Kansas
$4.92M -$46.3K -627 -0.9%
CAPTRUST Financial Advisors
130
CAPTRUST Financial Advisors
North Carolina
$4.85M -$130K -1,768 -3%
RSWM
131
Robertson Stephens Wealth Management
California
$4.7M -$1.55M -20,992 -25%
CWA
132
Canvas Wealth Advisors
Kansas
$4.66M +$1.73M +23,345 +59%
SWM
133
Spire Wealth Management
Virginia
$4.58M +$3.64M +49,390 +391%
COCM
134
Charter Oak Capital Management
New Hampshire
$4.5M +$15.9K +215 +0.4%
Prudential Financial
135
Prudential Financial
New Jersey
$4.45M -$2.87M -38,906 -39%
BWA
136
Beam Wealth Advisors
Louisiana
$4.41M +$104K +1,415 +2%
FM
137
Family Management
New York
$4.34M -$724K -9,807 -14%
VFPW
138
Vantage Financial Partners (Wisconsin)
Wisconsin
$4.18M +$1.77M +23,923 +73%
BBL
139
Beck Bode LLC
Massachusetts
$4.13M +$295K +4,005 +8%
EFM
140
Eley Financial Management
Vermont
$4.11M -$83.2K -1,127 -2%
PWM
141
Perigon Wealth Management
California
$4.02M +$134K +1,818 +3%
HCM
142
Howland Capital Management
Massachusetts
$3.98M – – –
HH
143
Hilltop Holdings
Texas
$3.98M +$3.98M +53,885 New
GPA
144
Guidance Point Advisors
Massachusetts
$3.97M +$14.1K +191 +0.4%
DAS
145
Dynamic Advisor Solutions
Arizona
$3.94M +$2.63M +35,669 +201%
AMG
146
Asset Management Group
Connecticut
$3.89M +$17.6K +238 +0.5%
DWM
147
Defined Wealth Management
Oregon
$3.86M +$3.86M +52,384 New
CM
148
Columbus Macro
Pennsylvania
$3.75M -$290K -3,918 -7%
Brown Advisory
149
Brown Advisory
Maryland
$3.72M -$276K -3,739 -7%
EPM
150
Elm Partners Management
Pennsylvania
$3.7M +$1.47M +19,918 +66%
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