IUSV icon

iShares Core S&P US Value ETF
IUSV

Overview Fund Activity

566 hedge funds and large institutions have $9.98B invested in iShares Core S&P US Value ETF in 2023 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 177 increasing their positions, 176 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
566
Holders Change
-7
Holders Change %
-1.22%
% of All Funds
9.02%
Holding in Top 10
42
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-8.7%
% of All Funds
0.67%
New
45
Increased
177
Reduced
176
Closed
45
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
$4.18B
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$80.6M
3
Jones Financial Companies
Jones Financial Companies
Missouri
$178M
4
VWM
Venturi Wealth Management
Texas
$61.7M
5
Charles Schwab
Charles Schwab
California
$18.7M

Top Sellers

1
BlackRock
BlackRock
New York
$19.6M
2
ERFOTCOFW
Employees Retirement Fund of the City of Fort Worth
Texas
$0
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$10.7M
4
IAN
Integrated Advisors Network
Texas
$16.2M
5
BTI
Blue Trust Inc
Georgia
$404M
Name Holding Trade Value Shares
Change 		Shares
Change %
ECG
126
Edge Capital Group
Georgia
$5.65M – – –
QC
127
Quent Capital
New York
$5.5M +$4.55K +61 +0.1%
IWM
128
IHT Wealth Management
Illinois
$5.31M -$171K -2,295 -3%
COCM
129
Charter Oak Capital Management
New Hampshire
$5.17M +$301K +4,036 +6%
Mercer Global Advisors
130
Mercer Global Advisors
Colorado
$4.99M -$3.34M -44,701 -40%
IGWM
131
ICA Group Wealth Management
Colorado
$4.93M -$132K -1,766 -3%
RSWM
132
Robertson Stephens Wealth Management
California
$4.93M +$1.56M +20,742 +46%
OIA
133
OneDigital Investment Advisors
Kansas
$4.86M -$17.5K -235 -0.4%
PP
134
PrairieView Partners
Minnesota
$4.82M -$229K -3,071 -5%
MCM
135
Mitchell Capital Management
Kansas
$4.82M -$806K -10,796 -14%
1WA
136
180 Wealth Advisors
Washington
$4.77M -$159K -2,129 -3%
CWA
137
Canvas Wealth Advisors
Kansas
$4.53M -$474K -6,507 -9%
BCG
138
Breakwater Capital Group
New Jersey
$4.51M +$532K +7,211 +13%
CAPTRUST Financial Advisors
139
CAPTRUST Financial Advisors
North Carolina
$4.4M -$446K -5,971 -9%
SWM
140
Spire Wealth Management
Virginia
$4.35M -$207K -2,779 -5%
VFPW
141
Vantage Financial Partners (Wisconsin)
Wisconsin
$4.22M -$56.3K -754 -1%
WWM
142
WJ Wealth Management
Arizona
$4.2M -$8.23M -110,264 -66%
EFM
143
Eley Financial Management
Vermont
$4.07M -$65.1K -870 -2%
HCM
144
Howland Capital Management
Massachusetts
$4.05M – – –
PWM
145
Perigon Wealth Management
California
$3.94M +$373 +5 +0%
BBL
146
Beck Bode LLC
Massachusetts
$3.88M -$241K -3,228 -6%
HH
147
Hilltop Holdings
Texas
$3.82M +$1.08M +14,499 +39%
AMG
148
Asset Management Group
Connecticut
$3.72M +$5.6K +75 +0.2%
DWM
149
Defined Wealth Management
Oregon
$3.72M +$271K +3,626 +8%
EPM
150
Elm Partners Management
Pennsylvania
$3.7M -$26.1K -350 -0.7%
4 5
6
7 8