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iShares Core S&P US Value ETF
IUSV

Overview Fund Activity

479 hedge funds and large institutions have $8.98B invested in iShares Core S&P US Value ETF in 2022 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 188 increasing their positions, 129 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
479
Holders Change
–
Holders Change %
0%
% of All Funds
7.58%
Holding in Top 10
36
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.86%
% of All Funds
0.57%
New
48
Increased
188
Reduced
129
Closed
41
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SHGA
Sand Hill Global Advisors
California
$120M
2
SG
StoneX Group
New York
$46.2M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$420M
4
LPL Financial
LPL Financial
California
$872M
5
Morgan Stanley
Morgan Stanley
New York
$624M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$3.94B
2
BlackRock
BlackRock
New York
$41.4M
3
SRA
Summit Rock Advisors
New York
$0
4
RJA
Raymond James & Associates
Florida
$20.7M
5
IAN
Integrated Advisors Network
Texas
$2.17M
Name Holding Trade Value Shares
Change 		Shares
Change %
CG
201
CFO4Life Group
Texas
$1.17M – – –
CL
202
CPWM LLC
Washington
$1.16M +$1.16M +15,330 New
NL
203
NWAM LLC
Washington
$1.14M -$662K -8,724 -37%
Citadel Advisors
204
Citadel Advisors
Florida
$1.13M +$1.13M +14,951 New
CHJWM
205
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.13M +$34.1K +447 +3%
WPC
206
White Pine Capital
Minnesota
$1.1M +$197K +2,602 +22%
CPW
207
Catalyst Private Wealth
California
$1.1M +$603K +7,952 +123%
FNBOH
208
First National Bank of Hutchinson
Kansas
$1.09M +$118K +1,561 +12%
CB
209
Commerce Bank
Missouri
$1.07M -$118K -1,555 -10%
AAS
210
Ameritas Advisory Services
Nebraska
$1.07M +$392K +5,167 +58%
PA
211
Prism Advisors
California
$1M – – –
BL
212
Balentine LLC
Georgia
$945K -$8.42K -111 -0.9%
BOM
213
Bank of Marin
California
$918K -$57.9K -762 -6%
BAM
214
Baldrige Asset Management
Pennsylvania
$904K -$355K -4,673 -28%
TC
215
Telemus Capital
Michigan
$901K +$80.8K +1,065 +10%
N
216
Natixis
France
$885K – – –
CAG
217
Csenge Advisory Group
Florida
$883K -$43.9K -579 -5%
KPCM
218
Kings Point Capital Management
New York
$874K – – –
Mercer Global Advisors
219
Mercer Global Advisors
Colorado
$869K +$60.2K +793 +7%
ATC
220
Argent Trust Co
Tennessee
$867K – – –
LNC
221
Lincoln National Corp
Pennsylvania
$857K +$137K +1,806 +19%
Kovitz Investment Group Partners
222
Kovitz Investment Group Partners
Illinois
$857K +$458K +6,036 +115%
FA
223
Flagstar Advisors
New York
$849K -$29K -382 -3%
RRA
224
Round Rock Advisors
Connecticut
$847K +$152 +2 +0%
WP
225
WealthSource Partners
California
$847K +$847K +11,170 New
7 8
9
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