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iShares Core S&P US Value ETF
IUSV

Overview Fund Activity

479 hedge funds and large institutions have $8.98B invested in iShares Core S&P US Value ETF in 2022 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 188 increasing their positions, 129 reducing their positions, and 41 closing their positions.

Holders
479
Holders Change
–
Holders Change %
0%
% of All Funds
7.58%
Holding in Top 10
36
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.86%
% of All Funds
0.57%
New
48
Increased
188
Reduced
129
Closed
41
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SHGA
1
Sand Hill Global Advisors
California
$120M
2
SG
2
StoneX Group
New York
$46.2M
3
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$420M
4
ERFOTCOFW
4
Employees Retirement Fund of the City of Fort Worth
Texas
$44M
5
LPL Financial
5
LPL Financial
California
$872M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$3.94B
2
BlackRock
2
BlackRock
New York
$41.4M
3
SRA
3
Summit Rock Advisors
New York
$0
4
RJA
4
Raymond James & Associates
Florida
$20.7M
5
IAN
5
Integrated Advisors Network
Texas
$2.17M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$3.94B 51,943,708 -1,184,266 -2%
LPL Financial
2
LPL Financial
California
$872M 11,489,408 +506,643 +5%
Morgan Stanley
3
Morgan Stanley
New York
$624M 8,219,206 +335,224 +4%
Thrivent Financial for Lutherans
4
Thrivent Financial for Lutherans
Minnesota
$420M 5,505,945 +586,288 +12%
S
5
SignatureFD
Georgia
$292M 3,843,218 -42,532 -1%
AL
6
Aspiriant LLC
California
$189M 2,495,486 +47,823 +2%
UBS Group
7
UBS Group
Switzerland
$140M 1,845,992 +271,137 +17%
SHGA
8
Sand Hill Global Advisors
California
$120M 1,584,684 +709,548 +81%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$111M 1,462,158 +142,170 +11%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$73.4M 967,981 +700 +0.1%
Wells Fargo
11
Wells Fargo
California
$73M 962,485 +223,511 +30%
Jones Financial Companies
12
Jones Financial Companies
Missouri
$69.5M 911,604 -34,835 -4%
William Blair & Company
13
William Blair & Company
Illinois
$68.9M 908,596 +158,115 +21%
Goldman Sachs
14
Goldman Sachs
New York
$65.2M 858,989 +52,008 +6%
JPMPWA
15
J.P. Morgan Private Wealth Advisors
California
$52.7M 694,748 +34,781 +5%
PNC Financial Services Group
16
PNC Financial Services Group
Pennsylvania
$49.6M 654,305 +58,075 +10%
SG
17
StoneX Group
New York
$46.2M 608,938 +608,938 New
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$44.5M 587,148 +6,878 +1%
ERFOTCOFW
19
Employees Retirement Fund of the City of Fort Worth
Texas
$44M 580,217 +580,217 New
BFEC
20
Benjamin F. Edwards & Company
Missouri
$43.8M 577,640 +24,990 +5%
BlackRock
21
BlackRock
New York
$41.4M 545,215 -804,755 -60%
Allspring Global Investments
22
Allspring Global Investments
North Carolina
$40.6M 535,339 -34,163 -6%
GWM
23
GDS Wealth Management
Texas
$40.3M 533,216 +19,891 +4%
Fidelity Investments
24
Fidelity Investments
Massachusetts
$37.8M 497,582 -9,337 -2%
Wealth Enhancement Advisory Services
25
Wealth Enhancement Advisory Services
Minnesota
$37.5M 493,226 +66,209 +16%
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