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iShares Core S&P US Value ETF
IUSV

Overview Fund Activity

482 hedge funds and large institutions have $8.29B invested in iShares Core S&P US Value ETF in 2022 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 169 increasing their positions, 150 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
482
Holders Change
+3
Holders Change %
+0.63%
% of All Funds
8.15%
Holding in Top 10
37
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.78%
% of All Funds
0.63%
New
49
Increased
169
Reduced
150
Closed
37
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BlackRock
1
BlackRock
New York
$296M
2
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$47.4M
3
Natixis Advisors
3
Natixis Advisors
Massachusetts
$28.6M
4
F
4
F3Logic
Minnesota
$24.2M
5
Morgan Stanley
5
Morgan Stanley
New York
$559M

Top Sellers

1
Thrivent Financial for Lutherans
1
Thrivent Financial for Lutherans
Minnesota
$617K
2
SG
2
StoneX Group
New York
$0
3
CG
3
Colony Group
Massachusetts
$2.12M
4
PBF
4
Petix & Botte Financial
California
$9.48M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$20M
Name Holding Trade Value Shares
Change 		Shares
Change %
CG
151
Colony Group
Massachusetts
$2.12M -$21.5M -321,599 -91%
EPM
152
Elm Partners Management
Pennsylvania
$2.1M +$290K +4,334 +16%
Financial Engines Advisors
153
Financial Engines Advisors
California
$2.1M -$39.8K -595 -2%
CGA
154
Crescent Grove Advisors
Illinois
$2.08M +$254K +3,800 +14%
CI Investments Inc
155
CI Investments Inc
Ontario, Canada
$2.04M -$1.09M -16,326 -35%
APA
156
American Portfolios Advisors
New York
$2M +$21.6K +323 +1%
OC
157
Oppenheimer & Co
New York
$1.93M +$114K +1,710 +6%
Janney Montgomery Scott
158
Janney Montgomery Scott
Pennsylvania
$1.93M +$84.7K +1,255 +5%
ZIG
159
Zuckerman Investment Group
Illinois
$1.88M +$54.8K +820 +3%
TPW
160
TL Private Wealth
Texas
$1.87M -$124K -1,858 -6%
PTC
161
Private Trust Company
Ohio
$1.87M -$23.7K -354 -1%
Allianz Asset Management
162
Allianz Asset Management
Germany
$1.82M -$243K -3,640 -12%
VIA
163
Vident Investment Advisory
Georgia
$1.81M +$1.12M +16,795 +163%
SFA
164
Sequoia Financial Advisors
Ohio
$1.8M -$190K -2,839 -10%
SWP
165
Summit Wealth Partners
Florida
$1.78M +$157K +2,351 +10%
IAN
166
Integrated Advisors Network
Texas
$1.74M -$178K -2,664 -9%
VA
167
Valmark Advisers
Ohio
$1.71M -$554K -8,292 -24%
CFG
168
CKW Financial Group
Hawaii
$1.71M +$181K +2,672 +12%
SPI
169
Sutton Place Investors
New York
$1.67M – – –
SF
170
Summit Financial
New Jersey
$1.67M -$58.7K -877 -3%
LPP
171
Life Planning Partners
Florida
$1.65M – – –
MA
172
Mutual Advisors
Nebraska
$1.65M +$1.07M +16,030 +185%
Citigroup
173
Citigroup
New York
$1.65M +$368K +5,502 +29%
SFG
174
Sovereign Financial Group
Connecticut
$1.63M -$25.8K -386 -2%
RIA
175
Regal Investment Advisors
Michigan
$1.6M – – –
5 6
7
8 9