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iShares Core S&P US Value ETF
IUSV

Overview Fund Activity

479 hedge funds and large institutions have $8.98B invested in iShares Core S&P US Value ETF in 2022 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 188 increasing their positions, 129 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
479
Holders Change
–
Holders Change %
0%
% of All Funds
7.58%
Holding in Top 10
36
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.86%
% of All Funds
0.57%
New
48
Increased
188
Reduced
129
Closed
41
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SHGA
Sand Hill Global Advisors
California
$120M
2
SG
StoneX Group
New York
$46.2M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$420M
4
LPL Financial
LPL Financial
California
$872M
5
Morgan Stanley
Morgan Stanley
New York
$624M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$3.94B
2
BlackRock
BlackRock
New York
$41.4M
3
SRA
Summit Rock Advisors
New York
$0
4
RJA
Raymond James & Associates
Florida
$20.7M
5
IAN
Integrated Advisors Network
Texas
$2.17M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFA
151
Sequoia Financial Advisors
Ohio
$2.26M +$206K +2,714 +10%
TPW
152
TL Private Wealth
Texas
$2.26M +$6.97K +92 +0.3%
APA
153
American Portfolios Advisors
New York
$2.24M +$310K +4,088 +16%
GP
154
Greenline Partners
New York
$2.19M – – –
COCM
155
Charter Oak Capital Management
New Hampshire
$2.18M +$454K +5,980 +26%
IAN
156
Integrated Advisors Network
Texas
$2.17M -$13.4M -176,948 -86%
EIC
157
Equity Investment Corp
Georgia
$2.17M -$2.78M -36,625 -56%
PTC
158
Private Trust Company
Ohio
$2.14M +$29.4K +388 +1%
SAS
159
Sanford Advisory Services
Michigan
$2.09M +$1.41M +18,623 +210%
EIA
160
Eldridge Investment Advisors
New Hampshire
$2.08M +$737K +9,707 +55%
ZIG
161
Zuckerman Investment Group
Illinois
$2.08M +$318K +4,186 +18%
Janney Montgomery Scott
162
Janney Montgomery Scott
Pennsylvania
$2.07M -$140K -1,845 -6%
CGA
163
Crescent Grove Advisors
Illinois
$2.07M -$18.2K -240 -0.9%
OC
164
Oppenheimer & Co
New York
$2.06M -$87.9K -1,158 -4%
EPM
165
Elm Partners Management
Pennsylvania
$2.05M -$1.98M -26,065 -49%
W
166
Wealthquest
Ohio
$1.98M – – –
SF
167
Summit Financial
New Jersey
$1.96M -$45.4K -599 -2%
SFG
168
Sovereign Financial Group
Connecticut
$1.88M -$318K -4,198 -15%
LPP
169
Life Planning Partners
Florida
$1.88M – – –
SPI
170
Sutton Place Investors
New York
$1.86M – – –
SWP
171
Summit Wealth Partners
Florida
$1.84M +$8.88K +117 +0.5%
RIA
172
Regal Investment Advisors
Michigan
$1.82M +$12.8K +169 +0.7%
EWM
173
Endurance Wealth Management
Rhode Island
$1.79M -$4.91M -64,646 -73%
AssetMark Inc
174
AssetMark Inc
California
$1.74M +$1.55M +20,443 +815%
CFG
175
CKW Financial Group
Hawaii
$1.72M +$1.72M +22,555 New
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