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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
+$353M
2
BlackRock
BlackRock
New York
+$55.1M
3
Morgan Stanley
Morgan Stanley
New York
+$52.5M
4
LPL Financial
LPL Financial
California
+$30.9M
5
S
SignatureFD
Georgia
+$25M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$47M
2
RJFSA
Raymond James Financial Services Advisors
Florida
-$38.5M
3
UBS Group
UBS Group
Switzerland
-$31.2M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$11.6M
5
PBF
Petix & Botte Financial
California
-$8.65M
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
201
PFG Advisors
Arizona
$927K -$1.68K -22 -0.2%
MWM
202
Mascoma Wealth Management
New Hampshire
$924K -$12.6K -165 -1%
BTWM
203
Baker Tilly Wealth Management
Wisconsin
$914K +$118K +1,548 +15%
WPC
204
White Pine Capital
Minnesota
$906K +$9.16K +120 +1%
N
205
Natixis
France
$890K – – –
CAG
206
Csenge Advisory Group
Florida
$885K -$43K -593 -5%
FA
207
Flagstar Advisors
New York
$884K -$106K -1,384 -11%
MGIA
208
Moneta Group Investment Advisors
Missouri
$881K +$407K +5,332 +86%
KPCM
209
Kings Point Capital Management
New York
$880K – – –
ATC
210
Argent Trust Co
Tennessee
$872K +$78.9K +1,033 +10%
SW
211
SVB Wealth
Massachusetts
$871K +$404K +5,296 +87%
RRA
212
Round Rock Advisors
Connecticut
$852K +$852K +11,156 New
CAM
213
Cozad Asset Management
Illinois
$845K +$358K +4,690 +74%
MCM
214
MAI Capital Management
Ohio
$845K +$531K +6,948 +169%
FHA
215
Flagship Harbor Advisors
Massachusetts
$838K -$29.5K -387 -3%
MIAN
216
Mariner Independent Advisor Network
Kansas
$832K -$367K -4,794 -31%
BFG
217
Barber Financial Group
Kansas
$831K +$332K +4,349 +66%
IFG
218
Investors Financial Group
Minnesota
$829K +$87.5K +1,146 +12%
TC
219
Telemus Capital
Michigan
$826K -$36.3K -475 -4%
DCM
220
Disciplina Capital Management
Tennessee
$814K -$5.94M -77,809 -88%
Mercer Global Advisors
221
Mercer Global Advisors
Colorado
$813K -$17.1K -224 -2%
HNB
222
Huntington National Bank
Ohio
$793K – – –
TPWA
223
TRUE Private Wealth Advisors
Oregon
$757K -$18.3K -240 -2%
Nuveen Asset Management
224
Nuveen Asset Management
Illinois
$726K +$726K +9,515 New
AF
225
Advisornet Financial
Minnesota
$724K +$30.7K +402 +4%
7 8
9
10 11