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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 %
NWM
176
Northwest Wealth Management
Iowa
$2.04M -$274K -3,877 -12%
GWM
177
Geneos Wealth Management
Colorado
$1.99M +$127K +1,793 +7%
LSA
178
Lansing Street Advisors
Pennsylvania
$1.97M -$1.06M -15,009 -35%
CPW
179
Catalyst Private Wealth
California
$1.96M +$788K +11,156 +67%
SAS
180
Sanford Advisory Services
Michigan
$1.96M -$59.4K -841 -3%
PAG
181
Private Advisor Group
New Jersey
$1.96M +$43K +3,852 +2%
SWP
182
Summit Wealth Partners
Florida
$1.9M +$11K +156 +0.6%
CFG
183
CKW Financial Group
Hawaii
$1.9M -$10.2K -145 -0.5%
MA
184
Montag & Associates
Georgia
$1.87M +$1.87M +26,433 New
PTC
185
Private Trust Company
Ohio
$1.83M -$178K -2,523 -9%
IAN
186
Integrated Advisors Network
Texas
$1.82M -$27.3K -386 -1%
Legacy Financial Group (Iowa)
187
Legacy Financial Group (Iowa)
Iowa
$1.79M +$1.79M +25,315 New
EIP
188
Easterly Investment Partners
Massachusetts
$1.75M +$898K +12,720 +105%
VA
189
Valmark Advisers
Ohio
$1.74M +$47.9K +678 +3%
RIA
190
Regal Investment Advisors
Michigan
$1.74M +$42.2K +598 +2%
Renaissance Technologies
191
Renaissance Technologies
New York
$1.74M +$713K +10,100 +70%
SFA
192
Sequoia Financial Advisors
Ohio
$1.73M -$121K -1,713 -7%
ES
193
Eagle Strategies
New York
$1.73M +$275K +3,887 +19%
SF
194
Summit Financial
New Jersey
$1.69M -$57.8K -819 -3%
EWM
195
Endurance Wealth Management
Rhode Island
$1.66M +$5.09K +72 +0.3%
Citadel Advisors
196
Citadel Advisors
Florida
$1.6M +$1.34M +18,982 +517%
Citigroup
197
Citigroup
New York
$1.59M -$118K -1,676 -7%
WWM
198
Western Wealth Management
Colorado
$1.55M -$2.16M -30,548 -58%
NIG
199
NFJ Investment Group
Texas
$1.55M +$97K +1,374 +7%
APWM
200
Atlas Private Wealth Management
New York
$1.51M -$10K -142 -0.7%
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