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iShares Core S&P US Value ETF
IUSV

Overview Fund Activity

566 hedge funds and large institutions have $9.98B invested in iShares Core S&P US Value ETF in 2023 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 177 increasing their positions, 176 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
566
Holders Change
-7
Holders Change %
-1.22%
% of All Funds
9.02%
Holding in Top 10
42
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-8.7%
% of All Funds
0.67%
New
45
Increased
177
Reduced
176
Closed
45
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
$4.18B
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$80.6M
3
Jones Financial Companies
Jones Financial Companies
Missouri
$178M
4
VWM
Venturi Wealth Management
Texas
$61.7M
5
Charles Schwab
Charles Schwab
California
$18.7M

Top Sellers

1
BlackRock
BlackRock
New York
$19.6M
2
ERFOTCOFW
Employees Retirement Fund of the City of Fort Worth
Texas
$0
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$10.7M
4
IAN
Integrated Advisors Network
Texas
$16.2M
5
BTI
Blue Trust Inc
Georgia
$404M
Name Holding Trade Value Shares
Change 		Shares
Change %
DFA
201
DHK Financial Advisors
New Hampshire
$1.67M -$65.8K -877 -4%
WWM
202
Western Wealth Management
Colorado
$1.64M +$28.2K +378 +2%
SPIA
203
Steward Partners Investment Advisory
New York
$1.64M +$164K +2,193 +11%
SC
204
Syon Capital
California
$1.64M +$1.64M +21,917 New
RWP
205
RWA Wealth Partners
Massachusetts
$1.62M -$503K -6,738 -24%
LFS
206
Legacy Financial Strategies
Kansas
$1.55M -$18.8K -247 -1%
Millennium Management
207
Millennium Management
New York
$1.54M +$973K +13,038 +171%
MOS
208
MGO One Seven
Ohio
$1.53M +$1.26M +16,860 +460%
SS
209
Sunbelt Securities
Texas
$1.53M +$360K +4,820 +31%
VNB
210
Virginia National Bank
Virginia
$1.52M -$13.4K -179 -0.9%
SPI
211
Sutton Place Investors
New York
$1.49M – – –
FHC
212
First Heartland Consultants
Missouri
$1.49M +$2.91K +39 +0.2%
LSIA
213
LaSalle St. Investment Advisors
Illinois
$1.44M +$1.44M +19,293 New
Citigroup
214
Citigroup
New York
$1.44M -$142K -1,906 -9%
NA
215
NewEdge Advisors
Louisiana
$1.38M +$133K +1,789 +11%
SFA
216
Sequoia Financial Advisors
Ohio
$1.35M -$57.3K -768 -4%
FHA
217
Flagship Harbor Advisors
Massachusetts
$1.33M +$105K +1,411 +9%
FNBOH
218
First National Bank of Hutchinson
Kansas
$1.33M -$13.4K -179 -1%
TWM
219
TriaGen Wealth Management
California
$1.31M +$4.4K +59 +0.3%
CFA
220
Cahill Financial Advisors
Minnesota
$1.3M +$2.91K +39 +0.2%
MWM
221
Mascoma Wealth Management
New Hampshire
$1.3M +$73.3K +982 +6%
BCI
222
Brinker Capital Investments
Pennsylvania
$1.3M -$71.4K -957 -5%
OPS
223
Orion Portfolio Solutions
Nebraska
$1.3M -$71.4K -957 -5%
SLA
224
Silver Lake Advisory
Utah
$1.28M -$3.36K -45 -0.3%
TVAMP
225
Tennessee Valley Asset Management Partners
Tennessee
$1.27M +$39.2K +526 +3%
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