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iShares Core S&P US Value ETF
IUSV

Overview Fund Activity

566 hedge funds and large institutions have $9.98B invested in iShares Core S&P US Value ETF in 2023 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 177 increasing their positions, 176 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
566
Holders Change
-7
Holders Change %
-1.22%
% of All Funds
9.02%
Holding in Top 10
42
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-8.7%
% of All Funds
0.67%
New
45
Increased
177
Reduced
176
Closed
45
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
$4.18B
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$80.6M
3
Jones Financial Companies
Jones Financial Companies
Missouri
$178M
4
VWM
Venturi Wealth Management
Texas
$61.7M
5
Charles Schwab
Charles Schwab
California
$18.7M

Top Sellers

1
BlackRock
BlackRock
New York
$19.6M
2
ERFOTCOFW
Employees Retirement Fund of the City of Fort Worth
Texas
$0
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$10.7M
4
IAN
Integrated Advisors Network
Texas
$16.2M
5
BTI
Blue Trust Inc
Georgia
$404M
Name Holding Trade Value Shares
Change 		Shares
Change %
FM
151
Family Management
New York
$3.7M -$22.3K -299 -0.6%
Comerica Bank
152
Comerica Bank
Texas
$3.6M +$3.6M +48,300 New
CM
153
Columbus Macro
Pennsylvania
$3.52M -$37K -494 -1%
FPIS
154
Financial Planning & Information Services
Wisconsin
$3.46M -$40.5K -543 -1%
GPA
155
Guidance Point Advisors
Massachusetts
$3.39M -$212K -2,845 -6%
GRP
156
Global Retirement Partners
California
$3.33M +$114K +1,547 +4%
B
157
Bailard
California
$3.26M +$171K +2,297 +6%
Prudential Financial
158
Prudential Financial
New Jersey
$3.25M -$976K -13,073 -23%
CA
159
Cetera Advisors
Colorado
$3.25M +$88.4K +1,184 +3%
WMP
160
Wealth Management Partners
Arizona
$3.23M +$461K +6,176 +17%
MWA
161
Motive Wealth Advisors
Michigan
$3.15M -$19.7K -264 -0.6%
DP
162
Denver PWM
Colorado
$3.14M -$104K -1,405 -3%
BSW
163
Buckingham Strategic Wealth
Missouri
$3.14M +$52.1K +698 +2%
SCA
164
Sandy Cove Advisors
Massachusetts
$3.12M – – –
LRIA
165
Leonard Rickey Investment Advisors
Washington
$3.12M -$295K -3,947 -9%
MA
166
Mutual Advisors
Nebraska
$3.08M +$319K +4,270 +12%
EWA
167
EP Wealth Advisors
California
$2.89M +$2.61M +35,033 +961%
RFN
168
RDA Financial Network
Iowa
$2.83M -$60.2K -807 -2%
DDPIC
169
Deroy & Devereaux Private Investment Counsel
Michigan
$2.82M +$44.8K +600 +2%
ZIG
170
Zuckerman Investment Group
Illinois
$2.72M +$371K +4,973 +16%
WPWM
171
Windward Private Wealth Management
Kansas
$2.72M -$12.3K -165 -0.5%
GP
172
Greenline Partners
New York
$2.66M – – –
EIC
173
Equity Investment Corp
Georgia
$2.56M +$296K +3,967 +13%
VFIC
174
Valley Forge Investment Consultants
Pennsylvania
$2.51M – – –
SWP
175
Summit Wealth Partners
Florida
$2.45M +$500K +6,700 +26%
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