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iShares Core S&P US Value ETF
IUSV

Overview Fund Activity

545 hedge funds and large institutions have $9.49B invested in iShares Core S&P US Value ETF in 2022 Q4 according to their latest regulatory filings, with 105 funds opening new positions, 195 increasing their positions, 145 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
545
Holders Change
+69
Holders Change %
+14.5%
% of All Funds
8.79%
Holding in Top 10
47
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+38.24%
% of All Funds
0.76%
New
105
Increased
195
Reduced
145
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
VWM
1
Venturi Wealth Management
Texas
$84.7M
2
Bank of America
2
Bank of America
North Carolina
$3.85B
3
TF
3
Trek Financial
Arizona
$50M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$37M
5
BlackRock
5
BlackRock
New York
$279M

Top Sellers

1
Natixis Advisors
1
Natixis Advisors
Massachusetts
$19.9M
2
AL
2
Aspiriant LLC
California
$163M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$116M
4
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$41.7M
5
SHGA
5
Sand Hill Global Advisors
California
$104M
Name Holding Trade Value Shares
Change 		Shares
Change %
MSAM
201
Moloney Securities Asset Management
Missouri
$1.48M +$30K +425 +2%
SFG
202
Sovereign Financial Group
Connecticut
$1.48M -$161K -2,275 -10%
LFS
203
Legacy Financial Strategies
Kansas
$1.46M – – –
Susquehanna International Group
204
Susquehanna International Group
Pennsylvania
$1.44M -$931K -13,175 -39%
SPI
205
Sutton Place Investors
New York
$1.41M -$353K -5,000 -20%
FHC
206
First Heartland Consultants
Missouri
$1.41M +$9.54K +135 +0.7%
HWA
207
Hilltop Wealth Advisors
North Carolina
$1.4M +$426K +6,038 +44%
FNBOH
208
First National Bank of Hutchinson
Kansas
$1.4M +$39.3K +556 +3%
MWM
209
Mascoma Wealth Management
New Hampshire
$1.39M +$131K +1,860 +10%
VNB
210
Virginia National Bank
Virginia
$1.37M +$1.37M +19,380 New
NA
211
NewEdge Advisors
Louisiana
$1.36M +$560K +10,425 +70%
PSCM
212
Per Stirling Capital Management
Texas
$1.36M +$1.36M +19,216 New
IA
213
IFP Advisors
Florida
$1.35M -$37.2K -680 -3%
CAM
214
Cresset Asset Management
Illinois
$1.3M -$192K -2,719 -13%
TWM
215
TriaGen Wealth Management
California
$1.26M +$21.6K +306 +2%
DAS
216
Dynamic Advisor Solutions
Arizona
$1.25M +$985K +13,939 +368%
Comerica Bank
217
Comerica Bank
Texas
$1.23M -$966 -13 -0.1%
SS
218
Sunbelt Securities
Texas
$1.22M +$493K +6,985 +68%
CFA
219
Cahill Financial Advisors
Minnesota
$1.22M +$392K +5,554 +48%
TVAMP
220
Tennessee Valley Asset Management Partners
Tennessee
$1.22M -$50.4K -713 -4%
BCG
221
Breakwater Capital Group
New Jersey
$1.21M +$1.21M +17,181 New
LGWM
222
Litman Gregory Wealth Management
California
$1.19M +$799K +11,315 +205%
SLA
223
Silver Lake Advisory
Utah
$1.14M +$15.8K +224 +1%
SW
224
SVB Wealth
Massachusetts
$1.12M +$4.87K +69 +0.4%
SCM
225
Seascape Capital Management
New Hampshire
$1.11M +$1.11M +15,724 New
7 8
9
10 11