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iShares Core S&P US Value ETF
IUSV

Overview Fund Activity

573 hedge funds and large institutions have $10.6B invested in iShares Core S&P US Value ETF in 2023 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 172 increasing their positions, 197 reducing their positions, and 28 closing their positions.

Holders
573
Holders Change
+25
Holders Change %
+4.56%
% of All Funds
9.04%
Holding in Top 10
46
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.22%
% of All Funds
0.73%
New
56
Increased
172
Reduced
197
Closed
28
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$4.34B
2
IAN
2
Integrated Advisors Network
Texas
$35.3M
3
Jones Financial Companies
3
Jones Financial Companies
Missouri
$163M
4
BPA
4
Beacon Pointe Advisors
California
$23.5M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$139M

Top Sellers

1
SHGA
1
Sand Hill Global Advisors
California
$213K
2
HighTower Advisors
2
HighTower Advisors
Illinois
$46.7M
3
BlackRock
3
BlackRock
New York
$251M
4
LPL Financial
4
LPL Financial
California
$892M
5
BIM
5
Bullseye Investment Management
Ohio
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$4.34B 55,406,508 +1,452,186 +3%
LPL Financial
2
LPL Financial
California
$892M 11,392,059 -164,106 -1%
Morgan Stanley
3
Morgan Stanley
New York
$618M 7,890,913 +174,255 +2%
BTI
4
Blue Trust Inc
Georgia
$395M 5,350,923 -149,556 -3%
S
5
SignatureFD
Georgia
$307M 3,926,888 +148,536 +4%
BlackRock
6
BlackRock
New York
$251M 3,212,597 -171,481 -5%
AL
7
Aspiriant LLC
California
$179M 2,282,871 -21,930 -1%
Jones Financial Companies
8
Jones Financial Companies
Missouri
$163M 2,086,358 +321,821 +18%
UBS Group
9
UBS Group
Switzerland
$157M 2,004,557 -22,226 -1%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$139M 1,782,354 +200,804 +13%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$107M 1,367,112 +32,362 +2%
JPMPWA
12
J.P. Morgan Private Wealth Advisors
California
$95.4M 1,218,879 -49,548 -4%
Wells Fargo
13
Wells Fargo
California
$82.3M 1,051,377 -46,491 -4%
William Blair & Company
14
William Blair & Company
Illinois
$79.6M 1,017,198 +7,644 +0.8%
Carson Wealth (CWM LLC)
15
Carson Wealth (CWM LLC)
Nebraska
$79.4M 1,014,224 -119,021 -11%
MWM
16
Modera Wealth Management
New Jersey
$71.9M 918,900 +19,798 +2%
AOI
17
Auto-Owners Insurance
Michigan
$67.5M 864,000 – –
Goldman Sachs
18
Goldman Sachs
New York
$60.2M 769,814 -109,938 -12%
Wealth Enhancement Advisory Services
19
Wealth Enhancement Advisory Services
Minnesota
$59.3M 757,731 -42,499 -5%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$58.8M 750,815 +28,029 +4%
BFEC
21
Benjamin F. Edwards & Company
Missouri
$52.2M 667,166 +130,045 +24%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$51.5M 657,853 +33,778 +5%
WWM
23
Windsor Wealth Management
Indiana
$47.7M 609,004 -2,145 -0.4%
HighTower Advisors
24
HighTower Advisors
Illinois
$46.7M 596,617 -181,091 -23%
ERFOTCOFW
25
Employees Retirement Fund of the City of Fort Worth
Texas
$45.4M 580,217 – –
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