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iShares Core S&P US Value ETF
IUSV

Overview Fund Activity

479 hedge funds and large institutions have $8.82B invested in iShares Core S&P US Value ETF in 2021 Q4 according to their latest regulatory filings, with 94 funds opening new positions, 175 increasing their positions, 114 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
479
Holders Change
+59
Holders Change %
+14.05%
% of All Funds
7.4%
Holding in Top 10
35
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+16.67%
% of All Funds
0.54%
New
94
Increased
175
Reduced
114
Closed
30
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
$4.06B
2
BlackRock
BlackRock
New York
$103M
3
Morgan Stanley
Morgan Stanley
New York
$602M
4
LPL Financial
LPL Financial
California
$838M
5
S
SignatureFD
Georgia
$297M

Top Sellers

1
Wells Fargo
Wells Fargo
California
$56.4M
2
RJFSA
Raymond James Financial Services Advisors
Florida
$25.6M
3
UBS Group
UBS Group
Switzerland
$120M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$101M
5
PBF
Petix & Botte Financial
California
$10.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
OC
151
Oppenheimer & Co
New York
$2.16M -$10.3K -135 -0.5%
PTC
152
Private Trust Company
Ohio
$2.13M +$669K +8,769 +46%
Renaissance Technologies
153
Renaissance Technologies
New York
$2.11M +$2.11M +27,600 New
CGA
154
Crescent Grove Advisors
Illinois
$2.1M – – –
Stifel Financial
155
Stifel Financial
Missouri
$2.09M +$532K +6,969 +34%
VA
156
Valmark Advisers
Ohio
$2.07M -$242K -3,172 -10%
SFA
157
Sequoia Financial Advisors
Ohio
$2.07M +$2.07M +27,059 New
NWM
158
Northwest Wealth Management
Iowa
$2.06M -$458 -6 -0%
SF
159
Summit Financial
New Jersey
$2.02M +$34K +445 +2%
1WM
160
1900 Wealth Management
Texas
$2M +$566K +7,418 +39%
W
161
Wealthquest
Ohio
$1.98M – – –
APA
162
American Portfolios Advisors
New York
$1.94M +$391K +5,125 +25%
SPI
163
Sutton Place Investors
New York
$1.91M +$1.91M +25,000 New
KM
164
Kalos Management
Georgia
$1.9M +$18.8K +249 +1%
LPP
165
Life Planning Partners
Florida
$1.89M +$1.89M +24,720 New
SWP
166
Summit Wealth Partners
Florida
$1.84M +$167K +2,194 +10%
Citigroup
167
Citigroup
New York
$1.82M -$1.04M -13,569 -36%
RIA
168
Regal Investment Advisors
Michigan
$1.82M – – –
NL
169
NWAM LLC
Washington
$1.81M +$261K +3,423 +17%
ES
170
Eagle Strategies
New York
$1.78M +$1.78M +23,364 New
ZIG
171
Zuckerman Investment Group
Illinois
$1.77M +$101K +1,319 +6%
COCM
172
Charter Oak Capital Management
New Hampshire
$1.73M +$360K +4,710 +26%
TWM
173
TriaGen Wealth Management
California
$1.71M -$19.3K -253 -1%
CFGS
174
Concourse Financial Group Securities
Alabama
$1.65M -$3.04M -39,860 -65%
LFS
175
Legacy Financial Strategies
Kansas
$1.56M – – –
5 6
7
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