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iShares Core S&P US Value ETF
IUSV

Overview Fund Activity

545 hedge funds and large institutions have $9.49B invested in iShares Core S&P US Value ETF in 2022 Q4 according to their latest regulatory filings, with 105 funds opening new positions, 195 increasing their positions, 145 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
545
Holders Change
+69
Holders Change %
+14.5%
% of All Funds
8.79%
Holding in Top 10
47
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+38.24%
% of All Funds
0.76%
New
105
Increased
195
Reduced
145
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
VWM
1
Venturi Wealth Management
Texas
$84.7M
2
Bank of America
2
Bank of America
North Carolina
$3.85B
3
TF
3
Trek Financial
Arizona
$50M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$37M
5
BlackRock
5
BlackRock
New York
$279M

Top Sellers

1
Natixis Advisors
1
Natixis Advisors
Massachusetts
$19.9M
2
AL
2
Aspiriant LLC
California
$163M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$116M
4
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$41.7M
5
SHGA
5
Sand Hill Global Advisors
California
$104M
Name Holding Trade Value Shares
Change 		Shares
Change %
AssetMark Inc
151
AssetMark Inc
California
$3.33M +$3.3M +46,780 +10,904%
CAL
152
Capital Analysts LLC
Pennsylvania
$3.27M +$193K +2,733 +6%
GRP
153
Global Retirement Partners
California
$2.91M -$54.5K -771 -2%
CWA
154
Canvas Wealth Advisors
Kansas
$2.88M -$27.1K -371 -0.9%
BSW
155
Buckingham Strategic Wealth
Missouri
$2.84M -$352K -4,980 -11%
RFN
156
RDA Financial Network
Iowa
$2.83M +$284K +4,014 +11%
GP
157
Greenline Partners
New York
$2.77M – – –
EWA
158
EP Wealth Advisors
California
$2.76M -$97.3K -1,377 -3%
WMP
159
Wealth Management Partners
Arizona
$2.69M +$70.8K +1,000 +3%
CRM
160
Cramer Rosenthal McGlynn
Connecticut
$2.64M +$2.64M +37,350 New
Financial Engines Advisors
161
Financial Engines Advisors
California
$2.51M +$652K +9,233 +35%
MA
162
Mutual Advisors
Nebraska
$2.39M +$441K +6,244 +23%
WPWM
163
Windward Private Wealth Management
Kansas
$2.39M -$19.8K -281 -0.8%
VFIC
164
Valley Forge Investment Consultants
Pennsylvania
$2.37M -$398K -5,636 -14%
DDPIC
165
Deroy & Devereaux Private Investment Counsel
Michigan
$2.37M – – –
Thrivent Financial for Lutherans
166
Thrivent Financial for Lutherans
Minnesota
$2.33M +$1.42M +20,008 +155%
VFPW
167
Vantage Financial Partners (Wisconsin)
Wisconsin
$2.31M -$894K -12,655 -28%
1WM
168
1900 Wealth Management
Texas
$2.29M -$153K -2,169 -6%
ZIG
169
Zuckerman Investment Group
Illinois
$2.23M +$43.3K +613 +2%
OC
170
Oppenheimer & Co
New York
$2.21M +$149K +2,110 +7%
ACA
171
Atlas Capital Advisors
Wyoming
$2.19M – – –
EPM
172
Elm Partners Management
Pennsylvania
$2.13M -$182K -2,579 -8%
RWP
173
RWA Wealth Partners
Massachusetts
$2.1M +$2.1M +28,380 New
TPW
174
TL Private Wealth
Texas
$2.09M +$73 +1 +0%
WAOI
175
Wealth Advisors of Iowa
Iowa
$2.08M -$2.24M -31,762 -52%
5 6
7
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