IUSV icon

iShares Core S&P US Value ETF
IUSV

Overview Fund Activity

631 hedge funds and large institutions have $13.2B invested in iShares Core S&P US Value ETF in 2024 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 233 increasing their positions, 202 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
631
Holders Change
+8
Holders Change %
+1.28%
% of All Funds
9.15%
Holding in Top 10
45
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.65%
% of All Funds
0.65%
New
67
Increased
233
Reduced
202
Closed
50
Calls
$642K
Puts
$538K
Net Calls
+$104K
Net Calls Change
-$149K

Top Buyers

1
MFG
Merit Financial Group
Georgia
$204M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$347M
3
Bank of America
Bank of America
North Carolina
$5.43B
4
BlackRock
BlackRock
New York
$113M
5
Jones Financial Companies
Jones Financial Companies
Missouri
$278M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$735M
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$44.4M
3
CIM
Confluence Investment Management
Missouri
$0
4
UBS Group
UBS Group
Switzerland
$150M
5
Goldman Sachs
Goldman Sachs
New York
$67M
Name Holding Trade Value Shares
Change 		Shares
Change %
DFA
226
DHK Financial Advisors
New Hampshire
$1.88M -$148K -1,641 -7%
LFS
227
Legacy Financial Strategies
Kansas
$1.88M +$26.2K +290 +1%
SLA
228
Silver Lake Advisory
Utah
$1.87M +$254K +2,805 +16%
EWM
229
Endowment Wealth Management
Wisconsin
$1.87M +$314K +3,469 +20%
SAG
230
SageView Advisory Group
California
$1.85M +$1.45M +13,143 +365%
CAG
231
Crestwood Advisors Group
Massachusetts
$1.84M +$47.2K +522 +3%
SPI
232
Sutton Place Investors
New York
$1.81M – – –
Deutsche Bank
233
Deutsche Bank
Germany
$1.8M +$616K +6,816 +52%
SC
234
Syon Capital
California
$1.79M -$1.95M -21,511 -52%
FHC
235
First Heartland Consultants
Missouri
$1.79M -$27.8K -307 -2%
OAM
236
Occidental Asset Management
California
$1.79M +$385K +4,256 +27%
1CP
237
17 Capital Partners
Arizona
$1.78M +$1.78M +19,718 New
WSTAM
238
Wilbanks Smith & Thomas Asset Management
Virginia
$1.63M +$348K +3,850 +27%
CFA
239
Cahill Financial Advisors
Minnesota
$1.61M +$6.78K +75 +0.4%
TWM
240
TriaGen Wealth Management
California
$1.57M -$9.32K -103 -0.6%
Kovitz Investment Group Partners
241
Kovitz Investment Group Partners
Illinois
$1.57M -$2.85M -31,503 -65%
TVAMP
242
Tennessee Valley Asset Management Partners
Tennessee
$1.56M -$1.55M -17,154 -50%
CHJWM
243
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.54M +$37.8K +433 +3%
LNC
244
Lincoln National Corp
Pennsylvania
$1.54M +$130K +1,434 +9%
SFG
245
Sovereign Financial Group
Connecticut
$1.43M +$19.3K +213 +1%
VWM
246
VCI Wealth Management
Missouri
$1.43M -$269K -2,975 -16%
MFA
247
Morling Financial Advisors
California
$1.42M – – –
CG
248
CFO4Life Group
Texas
$1.39M -$17K -188 -1%
FFA
249
Farther Finance Advisors
California
$1.35M +$42K +467 +3%
DIA
250
Dean Investment Associates
Ohio
$1.35M -$21M -231,778 -94%
8 9
10
11 12