IUSV icon

iShares Core S&P US Value ETF
IUSV

Overview Fund Activity

548 hedge funds and large institutions have $9.76B invested in iShares Core S&P US Value ETF in 2023 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 171 increasing their positions, 208 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
548
Holders Change
+3
Holders Change %
+0.55%
% of All Funds
8.77%
Holding in Top 10
45
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-4.26%
% of All Funds
0.72%
New
61
Increased
171
Reduced
208
Closed
46
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MWM
Modera Wealth Management
New Jersey
+$53M
2
JPMPWA
J.P. Morgan Private Wealth Advisors
California
+$42.6M
3
GFA
Gallagher Fiduciary Advisors
Illinois
+$30.4M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$27.7M
5
FHB
First Hawaiian Bank
Hawaii
+$13.8M

Top Sellers

1
BlackRock
BlackRock
New York
-$41.4M
2
VWM
Venturi Wealth Management
Texas
-$40.8M
3
Bank of America
Bank of America
North Carolina
-$37.6M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$37M
5
TF
Trek Financial
Arizona
-$30.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
LFS
201
Legacy Financial Strategies
Kansas
$1.53M – – –
WG
202
Watchman Group
Texas
$1.5M +$519K +7,041 +53%
SPI
203
Sutton Place Investors
New York
$1.48M – – –
FHC
204
First Heartland Consultants
Missouri
$1.46M -$4.06K -55 -0.3%
SPIA
205
Steward Partners Investment Advisory
New York
$1.45M +$980K +13,284 +210%
VNB
206
Virginia National Bank
Virginia
$1.44M +$11.1K +150 +0.8%
FNBOH
207
First National Bank of Hutchinson
Kansas
$1.4M -$56.1K -760 -4%
GCWM
208
Graham Capital Wealth Management
District of Columbia
$1.37M +$1.37M +1,852 New
PSCM
209
Per Stirling Capital Management
Texas
$1.36M -$56.2K -762 -4%
CAM
210
Cresset Asset Management
Illinois
$1.35M -$3.39K -46 -0.3%
Legacy Financial Group (Iowa)
211
Legacy Financial Group (Iowa)
Iowa
$1.31M -$553K -7,493 -30%
TWM
212
TriaGen Wealth Management
California
$1.29M -$32.6K -442 -2%
NA
213
NewEdge Advisors
Louisiana
$1.28M -$578K -7,863 -31%
CFA
214
Cahill Financial Advisors
Minnesota
$1.28M +$8.71K +118 +0.7%
TVAMP
215
Tennessee Valley Asset Management Partners
Tennessee
$1.27M -$5.02K -68 -0.4%
SLA
216
Silver Lake Advisory
Utah
$1.25M +$61.2K +830 +5%
MWM
217
Mascoma Wealth Management
New Hampshire
$1.25M -$224K -2,994 -15%
Thrivent Financial for Lutherans
218
Thrivent Financial for Lutherans
Minnesota
$1.24M -$1.15M -15,871 -48%
EWA
219
EP Wealth Advisors
California
$1.21M -$2.25M -25,356 -65%
BCI
220
Brinker Capital Investments
Pennsylvania
$1.2M +$971K +13,155 +420%
OPS
221
Orion Portfolio Solutions
Nebraska
$1.2M +$1.2M +16,287 New
MHS
222
M Holdings Securities
Oregon
$1.16M +$37.1K +503 +3%
MFA
223
Morling Financial Advisors
California
$1.16M – – –
MCA
224
Magnolia Capital Advisors
Mississippi
$1.15M +$18.9K +256 +2%
W
225
Wealthquest
Ohio
$1.15M -$9.22K -125 -0.8%
7 8
9
10 11