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iShares Core S&P US Value ETF
IUSV

Overview Fund Activity

479 hedge funds and large institutions have $8.82B invested in iShares Core S&P US Value ETF in 2021 Q4 according to their latest regulatory filings, with 94 funds opening new positions, 175 increasing their positions, 114 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
479
Holders Change
+59
Holders Change %
+14.05%
% of All Funds
7.4%
Holding in Top 10
35
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+16.67%
% of All Funds
0.54%
New
94
Increased
175
Reduced
114
Closed
30
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
$4.06B
2
BlackRock
BlackRock
New York
$103M
3
Morgan Stanley
Morgan Stanley
New York
$602M
4
LPL Financial
LPL Financial
California
$838M
5
S
SignatureFD
Georgia
$297M

Top Sellers

1
Wells Fargo
Wells Fargo
California
$56.4M
2
RJFSA
Raymond James Financial Services Advisors
Florida
$25.6M
3
UBS Group
UBS Group
Switzerland
$120M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$101M
5
PBF
Petix & Botte Financial
California
$10.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
APWM
176
Atlas Private Wealth Management
New York
$1.54M +$18.4K +241 +1%
Mariner
177
Mariner
Kansas
$1.51M -$12.1K -159 -0.8%
EFL
178
ERn Financial LLC
Wisconsin
$1.46M +$201K +2,630 +16%
MSAM
179
Moloney Securities Asset Management
Missouri
$1.45M – – –
EIA
180
Eldridge Investment Advisors
New Hampshire
$1.35M +$104K +1,363 +8%
NA
181
NewEdge Advisors
Louisiana
$1.32M +$789K +10,338 +149%
TVAMP
182
Tennessee Valley Asset Management Partners
Tennessee
$1.31M -$81.8K -1,071 -6%
First Manhattan
183
First Manhattan
New York
$1.29M -$57.2K -750 -4%
BAM
184
Baldrige Asset Management
Pennsylvania
$1.27M -$10.6K -139 -0.8%
FA
185
Fortis Advisors
Pennsylvania
$1.24M +$13.8K +181 +1%
SLA
186
Silver Lake Advisory
Utah
$1.23M +$32K +419 +3%
WP
187
Wealthspan Partners
Iowa
$1.2M +$1.2M +15,718 New
CB
188
Commerce Bank
Missouri
$1.2M -$22.1K -290 -2%
CG
189
CFO4Life Group
Texas
$1.18M – – –
PFM
190
Phillips Financial Management
Indiana
$1.17M -$21.5K -281 -2%
WPWM
191
Windward Private Wealth Management
Kansas
$1.07M -$9.24K -121 -0.9%
CHJWM
192
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.06M -$29.9K -405 -3%
OAM
193
Oppenheimer Asset Management
New York
$1.06M +$1.06M +13,860 New
CFA
194
Carroll Financial Associates
North Carolina
$1.03M +$119K +1,568 +13%
PA
195
Prism Advisors
California
$1.01M – – –
BOM
196
Bank of Marin
California
$982K -$299K -3,912 -23%
FNBOH
197
First National Bank of Hutchinson
Kansas
$979K +$93.7K +1,227 +11%
BL
198
Balentine LLC
Georgia
$960K +$101K +1,326 +12%
SPIA
199
Steward Partners Investment Advisory
New York
$933K +$356K +4,667 +62%
WA
200
Wealth Alliance
New York
$930K -$36.5K -478 -4%
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