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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.

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
1
Modera Wealth Management
New Jersey
$66.3M
2
JPMPWA
2
J.P. Morgan Private Wealth Advisors
California
$93.6M
3
GFA
3
Gallagher Fiduciary Advisors
Illinois
$30.4M
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$46M
5
FHB
5
First Hawaiian Bank
Hawaii
$13.8M

Top Sellers

1
BlackRock
1
BlackRock
New York
$250M
2
VWM
2
Venturi Wealth Management
Texas
$47.7M
3
Bank of America
3
Bank of America
North Carolina
$3.98B
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$0
5
TF
5
Trek Financial
Arizona
$21.6M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$3.98B 53,954,322 -510,218 -0.9%
LPL Financial
2
LPL Financial
California
$853M 11,556,165 -51,020 -0.4%
Morgan Stanley
3
Morgan Stanley
New York
$569M 7,716,658 +55,376 +0.7%
BTI
4
Blue Trust Inc
Georgia
$388M 5,500,479 -28,415 -0.5%
S
5
SignatureFD
Georgia
$279M 3,778,352 +132,611 +4%
BlackRock
6
BlackRock
New York
$250M 3,384,078 -561,577 -14%
AL
7
Aspiriant LLC
California
$170M 2,304,801 +2,354 +0.1%
UBS Group
8
UBS Group
Switzerland
$150M 2,026,783 -264,632 -12%
Jones Financial Companies
9
Jones Financial Companies
Missouri
$130M 1,764,537 +82,367 +5%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$117M 1,581,550 -63,775 -4%
SHGA
11
Sand Hill Global Advisors
California
$110M 1,490,895 +22,905 +2%
JPMPWA
12
J.P. Morgan Private Wealth Advisors
California
$93.6M 1,268,427 +576,880 +83%
Carson Wealth (CWM LLC)
13
Carson Wealth (CWM LLC)
Nebraska
$83.6M 1,133,245 +48,450 +4%
Wells Fargo
14
Wells Fargo
California
$81M 1,097,868 -12,610 -1%
William Blair & Company
15
William Blair & Company
Illinois
$74.5M 1,009,554 -9,523 -0.9%
MWM
16
Modera Wealth Management
New Jersey
$66.3M 899,102 +718,386 +398%
Goldman Sachs
17
Goldman Sachs
New York
$64.9M 879,752 -28,946 -3%
AOI
18
Auto-Owners Insurance
Michigan
$59.8M 864,000 – –
Wealth Enhancement Advisory Services
19
Wealth Enhancement Advisory Services
Minnesota
$59M 800,230 +42,453 +6%
HighTower Advisors
20
HighTower Advisors
Illinois
$57.4M 777,708 +25,426 +3%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$53.3M 722,786 -20,666 -3%
VWM
22
Venturi Wealth Management
Texas
$47.7M 646,346 -552,882 -46%
RJFSA
23
Raymond James Financial Services Advisors
Florida
$47.3M 641,359 -21,679 -3%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$46M 624,075 +375,546 +151%
WWM
25
Windsor Wealth Management
Indiana
$45M 611,149 +5,398 +0.9%
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