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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 %
Lido Advisors
176
Lido Advisors
California
$2.44M +$1.6M +21,507 +192%
HWA
177
Hilltop Wealth Advisors
North Carolina
$2.32M +$170K +2,277 +8%
OC
178
Oppenheimer & Co
New York
$2.2M +$5.07K +68 +0.2%
TPW
179
TL Private Wealth
Texas
$2.18M -$970 -13 -0%
SF
180
Summit Financial
New Jersey
$2.16M +$216K +2,880 +11%
ACA
181
Atlas Capital Advisors
Wyoming
$2.12M -$291K -3,902 -12%
NWM
182
Northwest Wealth Management
Iowa
$2.11M -$19K -254 -0.9%
MA
183
Montag & Associates
Georgia
$2.11M +$502K +6,686 +31%
CAM
184
Cresset Asset Management
Illinois
$2.08M -$44.9K -598 -2%
OAM
185
Occidental Asset Management
California
$2.02M +$687K +9,204 +52%
RIA
186
Regal Investment Advisors
Michigan
$2M -$23.2K -311 -1%
WAOI
187
Wealth Advisors of Iowa
Iowa
$1.98M -$22.5K -301 -1%
VA
188
Valmark Advisers
Ohio
$1.95M +$13.2K +177 +0.7%
Brown Advisory
189
Brown Advisory
Maryland
$1.94M -$809K -10,842 -29%
Renaissance Technologies
190
Renaissance Technologies
New York
$1.92M -$112K -1,500 -6%
APWM
191
Atlas Private Wealth Management
New York
$1.9M +$2.76K +37 +0.1%
PTC
192
Private Trust Company
Ohio
$1.89M +$14.7K +197 +0.8%
ES
193
Eagle Strategies
New York
$1.87M -$28.4K -381 -1%
CPW
194
Catalyst Private Wealth
California
$1.87M +$13.3K +178 +0.7%
WG
195
Watchman Group
Texas
$1.84M -$602K -8,065 -25%
Financial Engines Advisors
196
Financial Engines Advisors
California
$1.78M -$16.9K -225 -0.9%
CFO
197
Collective Family Office
Pennsylvania
$1.77M +$1.01M +13,476 +132%
CAG
198
Crestwood Advisors Group
Massachusetts
$1.76M +$1.76M +23,613 New
GWM
199
Geneos Wealth Management
Colorado
$1.74M -$228K -3,061 -12%
MSAM
200
Moloney Securities Asset Management
Missouri
$1.72M – – –
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