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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.

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 Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$3.85B 54,464,540 +1,190,529 +2%
LPL Financial
2
LPL Financial
California
$820M 11,607,185 +130,661 +1%
Morgan Stanley
3
Morgan Stanley
New York
$541M 7,661,282 +9,027 +0.1%
BTI
4
Blue Trust Inc
Georgia
$346M 5,528,894 +16,657 +0.3%
BlackRock
5
BlackRock
New York
$279M 3,945,655 +407,096 +12%
S
6
SignatureFD
Georgia
$257M 3,645,741 +40,652 +1%
AL
7
Aspiriant LLC
California
$163M 2,302,447 -202,021 -8%
UBS Group
8
UBS Group
Switzerland
$162M 2,291,415 +286,197 +14%
Jones Financial Companies
9
Jones Financial Companies
Missouri
$119M 1,682,170 +108,376 +7%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$116M 1,645,325 -109,512 -6%
SHGA
11
Sand Hill Global Advisors
California
$104M 1,467,990 -69,221 -5%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$90M 1,273,627 +122,751 +11%
VWM
13
Venturi Wealth Management
Texas
$84.7M 1,199,228 +1,199,228 New
Wells Fargo
14
Wells Fargo
California
$78.4M 1,110,478 +139,037 +14%
Carson Wealth (CWM LLC)
15
Carson Wealth (CWM LLC)
Nebraska
$76.6M 1,084,795 +258,658 +31%
William Blair & Company
16
William Blair & Company
Illinois
$72M 1,019,077 +32,277 +3%
Goldman Sachs
17
Goldman Sachs
New York
$64.2M 908,698 -24,612 -3%
AOI
18
Auto-Owners Insurance
Michigan
$61M 864,000 +864,000 New
Wealth Enhancement Advisory Services
19
Wealth Enhancement Advisory Services
Minnesota
$56.5M 757,777 +62,075 +9%
HighTower Advisors
20
HighTower Advisors
Illinois
$53.1M 752,282 +285,922 +61%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$52.5M 743,452 +90,704 +14%
TF
22
Trek Financial
Arizona
$50M 708,027 +708,027 New
JPMPWA
23
J.P. Morgan Private Wealth Advisors
California
$48.8M 691,547 -1,912 -0.3%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$46.8M 663,038 +224,505 +51%
WWM
25
Windsor Wealth Management
Indiana
$44M 605,751 +179,485 +42%
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