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iShares Core S&P US Value ETF
IUSV

Overview Fund Activity

476 hedge funds and large institutions have $7.86B invested in iShares Core S&P US Value ETF in 2022 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 188 increasing their positions, 127 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
476
Holders Change
-6
Holders Change %
-1.24%
% of All Funds
8.23%
Holding in Top 10
34
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-8.11%
% of All Funds
0.59%
New
40
Increased
188
Reduced
127
Closed
41
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$3.34B
2
Jones Financial Companies
2
Jones Financial Companies
Missouri
$98.5M
3
Natixis Advisors
3
Natixis Advisors
Massachusetts
$48.1M
4
CG
4
Colony Group
Massachusetts
$21.9M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$110M

Top Sellers

1
BlackRock
1
BlackRock
New York
$222M
2
Morgan Stanley
2
Morgan Stanley
New York
$479M
3
BTI
3
Blue Trust Inc
Georgia
$369M
4
WAOI
4
Wealth Advisors of Iowa
Iowa
$3.83M
5
S
5
SignatureFD
Georgia
$226M
Name Holding Trade Value Shares
Change 		Shares
Change %
CGA
151
Crescent Grove Advisors
Illinois
$1.94M – – –
ACA
152
Atlas Capital Advisors
Wyoming
$1.94M -$501K -8,003 -21%
ZIG
153
Zuckerman Investment Group
Illinois
$1.94M +$172K +2,749 +10%
APA
154
American Portfolios Advisors
New York
$1.93M +$60K +958 +3%
MWM
155
Modera Wealth Management
New Jersey
$1.92M +$1.51M +24,103 +367%
TPW
156
TL Private Wealth
Texas
$1.83M +$50.8K +799 +3%
OC
157
Oppenheimer & Co
New York
$1.83M +$18.5K +295 +1%
SAS
158
Sanford Advisory Services
Michigan
$1.79M -$196K -3,138 -10%
PTC
159
Private Trust Company
Ohio
$1.78M +$34.9K +558 +2%
MA
160
Mutual Advisors
Nebraska
$1.73M +$183K +2,928 +12%
CFG
161
CKW Financial Group
Hawaii
$1.69M +$111K +1,774 +7%
SWP
162
Summit Wealth Partners
Florida
$1.68M +$11.5K +183 +0.7%
GWM
163
Geneos Wealth Management
Colorado
$1.65M -$352K -5,616 -18%
SFA
164
Sequoia Financial Advisors
Ohio
$1.65M -$41.3K -660 -2%
Financial Engines Advisors
165
Financial Engines Advisors
California
$1.64M -$318K -5,076 -16%
IAN
166
Integrated Advisors Network
Texas
$1.63M +$8.83K +141 +0.5%
SPI
167
Sutton Place Investors
New York
$1.57M – – –
SF
168
Summit Financial
New Jersey
$1.55M -$11.5K -184 -0.7%
LPP
169
Life Planning Partners
Florida
$1.55M – – –
Citigroup
170
Citigroup
New York
$1.51M -$30.5K -487 -2%
VA
171
Valmark Advisers
Ohio
$1.5M -$100K -1,598 -6%
RIA
172
Regal Investment Advisors
Michigan
$1.5M +$3.26K +52 +0.2%
EWM
173
Endurance Wealth Management
Rhode Island
$1.47M +$3.44K +55 +0.2%
SFG
174
Sovereign Financial Group
Connecticut
$1.45M -$72.9K -1,165 -5%
AI
175
Atria Investments
North Carolina
$1.43M -$48.7K -778 -3%
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