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iShares Core S&P US Value ETF
IUSV

Overview Fund Activity

548 hedge funds and large institutions have $9.76B invested in iShares Core S&P US Value ETF in 2023 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 171 increasing their positions, 208 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
548
Holders Change
+3
Holders Change %
+0.55%
% of All Funds
8.77%
Holding in Top 10
45
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-4.26%
% of All Funds
0.72%
New
61
Increased
171
Reduced
208
Closed
46
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MWM
Modera Wealth Management
New Jersey
$66.3M
2
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$93.6M
3
GFA
Gallagher Fiduciary Advisors
Illinois
$30.4M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$46M
5
FHB
First Hawaiian Bank
Hawaii
$13.8M

Top Sellers

1
BlackRock
BlackRock
New York
$250M
2
VWM
Venturi Wealth Management
Texas
$47.7M
3
Bank of America
Bank of America
North Carolina
$3.98B
4
Bank of New York Mellon
Bank of New York Mellon
New York
$0
5
TF
Trek Financial
Arizona
$21.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
LRIA
151
Leonard Rickey Investment Advisors
Washington
$3.51M -$264K -3,584 -7%
FPIS
152
Financial Planning & Information Services
Wisconsin
$3.51M -$764K -10,357 -18%
SOS
153
Silver Oak Securities
Tennessee
$3.47M -$147K -1,999 -4%
Mercer Global Advisors
154
Mercer Global Advisors
Colorado
$3.44M -$3.98M -53,959 -54%
MWA
155
Motive Wealth Advisors
Michigan
$3.3M -$2.95M -40,038 -47%
DP
156
Denver PWM
Colorado
$3.27M -$559K -7,570 -15%
EIC
157
Equity Investment Corp
Georgia
$3.18M -$2.83M -38,333 -47%
CA
158
Cetera Advisors
Colorado
$3.03M -$2.66M -36,027 -47%
GRP
159
Global Retirement Partners
California
$3.01M -$9.16K -125 -0.3%
RFN
160
RDA Financial Network
Iowa
$2.91M -$45.7K -620 -2%
BCG
161
Breakwater Capital Group
New Jersey
$2.84M +$1.57M +21,333 +124%
BSW
162
Buckingham Strategic Wealth
Missouri
$2.84M – – –
GP
163
Greenline Partners
New York
$2.8M -$94.2K -1,277 -3%
WPWM
164
Windward Private Wealth Management
Kansas
$2.79M +$296K +4,010 +12%
WMP
165
Wealth Management Partners
Arizona
$2.74M -$67.1K -910 -2%
B
166
Bailard
California
$2.66M +$2.66M +36,076 New
DDPIC
167
Deroy & Devereaux Private Investment Counsel
Michigan
$2.52M +$50.2K +680 +2%
VFIC
168
Valley Forge Investment Consultants
Pennsylvania
$2.47M +$590 +8 +0%
1WM
169
1900 Wealth Management
Texas
$2.44M +$55.4K +752 +2%
MA
170
Mutual Advisors
Nebraska
$2.43M -$72.7K -985 -3%
MA
171
Montag & Associates
Georgia
$2.42M +$474K +6,426 +24%
Lido Advisors
172
Lido Advisors
California
$2.34M +$1.72M +23,306 +278%
RWP
173
RWA Wealth Partners
Massachusetts
$2.29M +$199K +2,693 +9%
ZIG
174
Zuckerman Investment Group
Illinois
$2.25M -$73.5K -996 -3%
ACA
175
Atlas Capital Advisors
Wyoming
$2.21M -$77.5K -1,050 -3%
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