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iShares Core S&P US Value ETF
IUSV

Overview Fund Activity

476 hedge funds and large institutions have $7.86B invested in iShares Core S&P US Value ETF in 2022 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 188 increasing their positions, 127 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
476
Holders Change
-6
Holders Change %
-1.24%
% of All Funds
8.23%
Holding in Top 10
34
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-8.11%
% of All Funds
0.59%
New
40
Increased
188
Reduced
127
Closed
41
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
$3.34B
2
Jones Financial Companies
Jones Financial Companies
Missouri
$98.5M
3
Natixis Advisors
Natixis Advisors
Massachusetts
$48.1M
4
CG
Colony Group
Massachusetts
$21.9M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$110M

Top Sellers

1
BlackRock
BlackRock
New York
$222M
2
Morgan Stanley
Morgan Stanley
New York
$479M
3
BTI
Blue Trust Inc
Georgia
$369M
4
WAOI
Wealth Advisors of Iowa
Iowa
$3.83M
5
S
SignatureFD
Georgia
$226M
Name Holding Trade Value Shares
Change 		Shares
Change %
CL
201
CPWM LLC
Washington
$960K +$960K +15,330 New
CHJWM
202
Carlton Hofferkamp & Jenks Wealth Management
Texas
$946K -$39.5K -596 -4%
NA
203
NewEdge Advisors
Louisiana
$931K +$54.4K +869 +6%
Renaissance Technologies
204
Renaissance Technologies
New York
$908K +$908K +14,500 New
WPC
205
White Pine Capital
Minnesota
$903K – – –
LNC
206
Lincoln National Corp
Pennsylvania
$884K +$31.8K +508 +4%
First Manhattan
207
First Manhattan
New York
$872K -$117K -1,863 -12%
HWA
208
Hilltop Wealth Advisors
North Carolina
$864K +$617K +9,854 +250%
NFP
209
Narus Financial Partners
Utah
$857K +$215K +3,431 +33%
PA
210
Prism Advisors
California
$826K – – –
Thrivent Financial for Lutherans
211
Thrivent Financial for Lutherans
Minnesota
$816K +$233K +3,680 +40%
CB
212
Commerce Bank
Missouri
$814K -$40.4K -645 -5%
FA
213
Fortis Advisors
Pennsylvania
$767K -$255K -4,078 -25%
EIP
214
Easterly Investment Partners
Massachusetts
$759K +$458K +7,314 +152%
WA
215
Waverly Advisors
Alabama
$757K -$6.03M -96,324 -89%
TC
216
Telemus Capital
Michigan
$747K -$8.46K -135 -1%
NFG
217
Nations Financial Group
Iowa
$746K -$1.57K -25 -0.2%
Kovitz Investment Group Partners
218
Kovitz Investment Group Partners
Illinois
$743K +$48.2K +769 +7%
CFA
219
Cahill Financial Advisors
Minnesota
$731K +$222K +3,537 +43%
BAM
220
Baldrige Asset Management
Pennsylvania
$711K -$4.32K -69 -0.6%
FA
221
Flagstar Advisors
New York
$709K +$4.88K +78 +0.7%
BOM
222
Bank of Marin
California
$706K -$19.4K -309 -3%
CAM
223
Cozad Asset Management
Illinois
$693K – – –
PA
224
Parallel Advisors
California
$692K +$467K +7,461 +208%
ATC
225
Argent Trust Co
Tennessee
$684K – – –
7 8
9
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