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iShares Core S&P US Value ETF
IUSV

Overview Fund Activity

623 hedge funds and large institutions have $12.4B invested in iShares Core S&P US Value ETF in 2023 Q4 according to their latest regulatory filings, with 97 funds opening new positions, 219 increasing their positions, 175 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
623
Holders Change
+57
Holders Change %
+10.07%
% of All Funds
9.13%
Holding in Top 10
43
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.38%
% of All Funds
0.63%
New
97
Increased
219
Reduced
175
Closed
29
Calls
$261K
Puts
$8K
Net Calls
+$253K
Net Calls Change
+$253K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$1.35B
2
Bank of America
Bank of America
North Carolina
$4.91B
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$140M
4
LSIA
LaSalle St. Investment Advisors
Illinois
$77.1M
5
LPL Financial
LPL Financial
California
$1.03B

Top Sellers

1
BPA
Beacon Pointe Advisors
California
$1.05M
2
BTI
Blue Trust Inc
Georgia
$361M
3
VWM
Venturi Wealth Management
Texas
$53.8M
4
BlackRock
BlackRock
New York
$7.01M
5
SF
Symphony Financial
Texas
$9.13M
Name Holding Trade Value Shares
Change 		Shares
Change %
EIP
226
Easterly Investment Partners
Massachusetts
$1.73M +$1.73M +20,495 New
LFS
227
Legacy Financial Strategies
Kansas
$1.73M – – –
FHC
228
First Heartland Consultants
Missouri
$1.7M +$12.8K +152 +0.8%
SPI
229
Sutton Place Investors
New York
$1.69M – – –
Cerity Partners
230
Cerity Partners
New York
$1.69M +$260K +3,082 +18%
CAG
231
Crestwood Advisors Group
Massachusetts
$1.68M -$315K -3,740 -16%
VWM
232
VCI Wealth Management
Missouri
$1.58M +$1.58M +18,747 New
SLA
233
Silver Lake Advisory
Utah
$1.51M +$64.8K +768 +4%
Citigroup
234
Citigroup
New York
$1.5M -$121K -1,434 -7%
CFA
235
Cahill Financial Advisors
Minnesota
$1.49M +$18.2K +216 +1%
TWM
236
TriaGen Wealth Management
California
$1.48M +$1.27K +15 +0.1%
FCM
237
Family Capital Management
Michigan
$1.48M +$1M +11,900 +213%
PCIA
238
Prime Capital Investment Advisors
Kansas
$1.47M +$1.19M +14,144 +423%
FNBOH
239
First National Bank of Hutchinson
Kansas
$1.46M -$37.6K -446 -3%
EWM
240
Endowment Wealth Management
Wisconsin
$1.45M +$55.3K +656 +4%
CHJWM
241
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.44M +$173K +2,063 +14%
IC
242
Iconiq Capital
California
$1.43M +$1.43M +16,964 New
MHS
243
M Holdings Securities
Oregon
$1.36M -$4.47K -53 -0.3%
MFA
244
Morling Financial Advisors
California
$1.32M – – –
CG
245
CFO4Life Group
Texas
$1.32M +$15.9K +188 +1%
LNC
246
Lincoln National Corp
Pennsylvania
$1.32M +$80.5K +954 +7%
SFG
247
Sovereign Financial Group
Connecticut
$1.31M +$397K +4,711 +43%
OAM
248
Occidental Asset Management
California
$1.31M -$972K -11,529 -43%
SFA
249
Sequoia Financial Advisors
Ohio
$1.31M -$224K -2,657 -15%
AWM
250
Axxcess Wealth Management
California
$1.26M +$137K +1,620 +12%
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