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

Top Sellers

1
BlackRock
BlackRock
New York
$222M
2
Morgan Stanley
Morgan Stanley
New York
$479M
3
BTI
Blue Trust Inc
Georgia
$369M
4
WAOI
Wealth Advisors of Iowa
Iowa
$3.83M
5
S
SignatureFD
Georgia
$226M
Name Holding Trade Value Shares
Change 		Shares
Change %
IA
176
IFP Advisors
Florida
$1.38M +$42.6K +780 +3%
Mariner
177
Mariner
Kansas
$1.35M -$126K -2,015 -9%
APWM
178
Atlas Private Wealth Management
New York
$1.35M +$97K +1,549 +8%
CAM
179
Cresset Asset Management
Illinois
$1.32M -$916K -14,631 -41%
LFS
180
Legacy Financial Strategies
Kansas
$1.3M – – –
ES
181
Eagle Strategies
New York
$1.29M +$65.6K +1,048 +5%
MSAM
182
Moloney Securities Asset Management
Missouri
$1.29M -$52.3K -835 -4%
MIAN
183
Mariner Independent Advisor Network
Kansas
$1.22M +$142K +2,274 +13%
FNBOH
184
First National Bank of Hutchinson
Kansas
$1.21M +$300K +4,785 +33%
Allianz Asset Management
185
Allianz Asset Management
Germany
$1.14M -$564K -9,000 -33%
TVAMP
186
Tennessee Valley Asset Management Partners
Tennessee
$1.12M -$11.4K -182 -1%
MWM
187
Mascoma Wealth Management
New Hampshire
$1.12M -$18.4K -293 -2%
Comerica Bank
188
Comerica Bank
Texas
$1.11M – – –
TWM
189
TriaGen Wealth Management
California
$1.1M -$293K -4,689 -21%
FPAS
190
Focus Partners Advisor Solutions
Missouri
$1.08M -$3.57K -57 -0.3%
CPW
191
Catalyst Private Wealth
California
$1.04M +$32.6K +520 +3%
SLA
192
Silver Lake Advisory
Utah
$998K +$5.39K +86 +0.5%
SW
193
SVB Wealth
Massachusetts
$992K -$6.58K -105 -0.7%
MFA
194
Morling Financial Advisors
California
$981K – – –
WP
195
Wealthspan Partners
Iowa
$979K +$22.3K +357 +2%
W
196
Wealthquest
Ohio
$975K -$1.54M -24,536 -61%
MCA
197
Magnolia Capital Advisors
Mississippi
$972K -$5.14K -82 -0.5%
SOS
198
Silver Oak Securities
Tennessee
$968K -$2.57M -34,474 -73%
CG
199
CFO4Life Group
Texas
$966K – – –
PFM
200
Phillips Financial Management
Indiana
$965K -$12.5K -199 -1%
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