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iShares Core S&P US Value ETF
IUSV

Overview Fund Activity

566 hedge funds and large institutions have $9.98B invested in iShares Core S&P US Value ETF in 2023 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 177 increasing their positions, 176 reducing their positions, and 45 closing their positions.

Holders
566
Holders Change
-7
Holders Change %
-1.22%
% of All Funds
9.03%
Holding in Top 10
42
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-8.7%
% of All Funds
0.67%
New
45
Increased
177
Reduced
176
Closed
45
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$4.18B
2
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$80.6M
3
Jones Financial Companies
3
Jones Financial Companies
Missouri
$178M
4
VWM
4
Venturi Wealth Management
Texas
$61.7M
5
Charles Schwab
5
Charles Schwab
California
$18.7M

Top Sellers

1
BlackRock
1
BlackRock
New York
$19.6M
2
ERFOTCOFW
2
Employees Retirement Fund of the City of Fort Worth
Texas
$0
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$10.7M
4
TAIM
4
TD Ameritrade Investment Management
Nebraska
$0
5
IAN
5
Integrated Advisors Network
Texas
$16.2M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$4.18B 56,050,610 +644,102 +1%
LPL Financial
2
LPL Financial
California
$862M 11,555,375 +163,316 +1%
Morgan Stanley
3
Morgan Stanley
New York
$579M 7,756,097 -134,816 -2%
BTI
4
Blue Trust Inc
Georgia
$404M 5,165,206 -185,717 -3%
S
5
SignatureFD
Georgia
$300M 4,021,787 +94,899 +2%
Jones Financial Companies
6
Jones Financial Companies
Missouri
$178M 2,384,479 +298,121 +14%
AL
7
Aspiriant LLC
California
$173M 2,321,951 +39,080 +2%
UBS Group
8
UBS Group
Switzerland
$148M 1,986,018 -18,539 -0.9%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$133M 1,777,922 -4,432 -0.2%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$102M 1,368,745 +1,633 +0.1%
JPMPWA
11
J.P. Morgan Private Wealth Advisors
California
$90.7M 1,214,880 -3,999 -0.3%
Wells Fargo
12
Wells Fargo
California
$82.4M 1,104,460 +53,083 +5%
Wealth Enhancement Advisory Services
13
Wealth Enhancement Advisory Services
Minnesota
$80.6M 1,080,227 +322,496 +43%
William Blair & Company
14
William Blair & Company
Illinois
$75.8M 1,016,314 -884 -0.1%
Carson Wealth (CWM LLC)
15
Carson Wealth (CWM LLC)
Nebraska
$70.2M 940,318 -73,906 -7%
MWM
16
Modera Wealth Management
New Jersey
$67.3M 901,359 -17,541 -2%
AOI
17
Auto-Owners Insurance
Michigan
$64.4M 864,000 – –
VWM
18
Venturi Wealth Management
Texas
$61.7M 826,452 +287,294 +53%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$60.2M 807,338 +56,523 +8%
Goldman Sachs
20
Goldman Sachs
New York
$59.7M 799,629 +29,815 +4%
HighTower Advisors
21
HighTower Advisors
Illinois
$51.1M 684,428 +87,811 +15%
BFEC
22
Benjamin F. Edwards & Company
Missouri
$51M 683,158 +15,992 +2%
WWM
23
Windsor Wealth Management
Indiana
$45M 603,241 -5,763 -0.9%
Osaic Holdings
24
Osaic Holdings
Arizona
$41.9M 561,234 +83,325 +17%
PNC Financial Services Group
25
PNC Financial Services Group
Pennsylvania
$40.5M 543,169 +18,435 +4%
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