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iShares Core S&P US Value ETF
IUSV

Overview Fund Activity

573 hedge funds and large institutions have $10.6B invested in iShares Core S&P US Value ETF in 2023 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 172 increasing their positions, 197 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
573
Holders Change
+25
Holders Change %
+4.56%
% of All Funds
9.04%
Holding in Top 10
46
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.22%
% of All Funds
0.73%
New
56
Increased
172
Reduced
197
Closed
28
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
$4.34B
2
IAN
Integrated Advisors Network
Texas
$35.3M
3
Jones Financial Companies
Jones Financial Companies
Missouri
$163M
4
BPA
Beacon Pointe Advisors
California
$23.5M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$139M

Top Sellers

1
SHGA
Sand Hill Global Advisors
California
$213K
2
HighTower Advisors
HighTower Advisors
Illinois
$46.7M
3
BlackRock
BlackRock
New York
$251M
4
LPL Financial
LPL Financial
California
$892M
5
BIM
Bullseye Investment Management
Ohio
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
ACA
176
Atlas Capital Advisors
Wyoming
$2.52M +$178K +2,273 +8%
Jane Street
177
Jane Street
New York
$2.52M +$2.52M +32,153 New
ZIG
178
Zuckerman Investment Group
Illinois
$2.46M +$74.6K +953 +3%
EIC
179
Equity Investment Corp
Georgia
$2.37M -$999K -12,770 -30%
OC
180
Oppenheimer & Co
New York
$2.3M +$27K +345 +1%
TPW
181
TL Private Wealth
Texas
$2.28M +$36.1K +462 +2%
LSA
182
Lansing Street Advisors
Pennsylvania
$2.26M +$18.1K +231 +0.8%
HWA
183
Hilltop Wealth Advisors
North Carolina
$2.25M +$245K +3,131 +12%
NWM
184
Northwest Wealth Management
Iowa
$2.24M -$51.7K -660 -2%
RWP
185
RWA Wealth Partners
Massachusetts
$2.23M -$206K -2,637 -8%
CAM
186
Cresset Asset Management
Illinois
$2.22M +$781K +9,986 +54%
Renaissance Technologies
187
Renaissance Technologies
New York
$2.13M +$2.13M +27,200 New
DI
188
DFPG Investments
Utah
$2.12M +$2.12M +26,310 New
RIA
189
Regal Investment Advisors
Michigan
$2.12M +$217K +2,768 +11%
WAOI
190
Wealth Advisors of Iowa
Iowa
$2.1M -$120K -1,530 -5%
GWM
191
Geneos Wealth Management
Colorado
$2.06M -$113K -1,439 -5%
SWP
192
Summit Wealth Partners
Florida
$2.04M -$19.3K -247 -0.9%
VA
193
Valmark Advisers
Ohio
$2.03M +$67K +856 +3%
SF
194
Summit Financial
New Jersey
$2.03M +$154K +1,963 +8%
APWM
195
Atlas Private Wealth Management
New York
$1.99M +$102K +1,306 +5%
ES
196
Eagle Strategies
New York
$1.99M -$82.8K -1,058 -4%
PTC
197
Private Trust Company
Ohio
$1.96M +$130K +1,655 +7%
Legacy Financial Group (Iowa)
198
Legacy Financial Group (Iowa)
Iowa
$1.96M +$565K +7,218 +41%
CPW
199
Catalyst Private Wealth
California
$1.94M -$190K -2,423 -9%
Financial Engines Advisors
200
Financial Engines Advisors
California
$1.87M -$28.3K -361 -1%
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