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iShares Core S&P US Value ETF
IUSV

Overview Fund Activity

479 hedge funds and large institutions have $8.82B invested in iShares Core S&P US Value ETF in 2021 Q4 according to their latest regulatory filings, with 94 funds opening new positions, 175 increasing their positions, 114 reducing their positions, and 30 closing their positions.

Holders
479
Holders Change
+59
Holders Change %
+14.05%
% of All Funds
7.4%
Holding in Top 10
35
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+16.67%
% of All Funds
0.54%
New
94
Increased
175
Reduced
114
Closed
30
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$4.06B
2
BlackRock
2
BlackRock
New York
$103M
3
Morgan Stanley
3
Morgan Stanley
New York
$602M
4
Allspring Global Investments
4
Allspring Global Investments
North Carolina
$43.5M
5
GWM
5
GDS Wealth Management
Texas
$39.2M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$56.4M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$25.6M
3
UBS Group
3
UBS Group
Switzerland
$120M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$101M
5
PBF
5
Petix & Botte Financial
California
$10.5M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$4.06B 53,127,974 +4,618,120 +10%
LPL Financial
2
LPL Financial
California
$838M 10,982,765 +404,174 +4%
Morgan Stanley
3
Morgan Stanley
New York
$602M 7,883,982 +687,249 +10%
Thrivent Financial for Lutherans
4
Thrivent Financial for Lutherans
Minnesota
$354M 4,919,657 +272,481 +6%
S
5
SignatureFD
Georgia
$297M 3,885,750 +326,977 +9%
AL
6
Aspiriant LLC
California
$187M 2,447,663 -52,806 -2%
UBS Group
7
UBS Group
Switzerland
$120M 1,574,855 -408,074 -21%
BlackRock
8
BlackRock
New York
$103M 1,349,970 +721,435 +115%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$101M 1,319,988 -151,716 -10%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$73.8M 967,281 +23,612 +3%
Jones Financial Companies
11
Jones Financial Companies
Missouri
$72.3M 946,439 -24,686 -3%
SHGA
12
Sand Hill Global Advisors
California
$66.8M 875,136 -1,561 -0.2%
Goldman Sachs
13
Goldman Sachs
New York
$61.6M 806,981 +28,049 +4%
William Blair & Company
14
William Blair & Company
Illinois
$57.3M 750,481 +35,017 +5%
SRA
15
Summit Rock Advisors
New York
$56.5M 740,195 – –
Wells Fargo
16
Wells Fargo
California
$56.4M 738,974 -615,127 -45%
JPMPWA
17
J.P. Morgan Private Wealth Advisors
California
$50.4M 659,967 +41,127 +7%
PNC Financial Services Group
18
PNC Financial Services Group
Pennsylvania
$45.5M 596,230 +18,475 +3%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$44.3M 580,270 +21,834 +4%
Allspring Global Investments
20
Allspring Global Investments
North Carolina
$43.5M 569,502 +569,502 New
BFEC
21
Benjamin F. Edwards & Company
Missouri
$42.2M 552,650 +30,403 +6%
RJA
22
Raymond James & Associates
Florida
$39.6M 518,324 +251,239 +94%
GWM
23
GDS Wealth Management
Texas
$39.2M 513,325 +513,325 New
Fidelity Investments
24
Fidelity Investments
Massachusetts
$38.7M 506,919 -15,418 -3%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$35.6M 465,998 +20,514 +5%
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