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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 %
PA
251
PFG Advisors
Arizona
$1.34M +$31.3K +346 +2%
LSA
252
Lansing Street Advisors
Pennsylvania
$1.33M -$17.3K -191 -1%
SFA
253
Sequoia Financial Advisors
Ohio
$1.32M -$83K -918 -6%
LGWM
254
Litman Gregory Wealth Management
California
$1.28M +$79.1K +875 +7%
Brown Advisory
255
Brown Advisory
Maryland
$1.27M -$1.1M -12,116 -46%
W
256
Wealthquest
Ohio
$1.26M +$3.53K +39 +0.3%
PFM
257
Phillips Financial Management
Indiana
$1.26M -$18.4K -203 -1%
EWM
258
Evermay Wealth Management
Virginia
$1.25M -$724 -8 -0.1%
BPA
259
Beacon Pointe Advisors
California
$1.24M +$119K +1,315 +11%
NWM
260
Northwest Wealth Management
Iowa
$1.23M -$1.29M -14,228 -51%
CFO
261
Collective Family Office
Pennsylvania
$1.23M +$2.26K +25 +0.2%
EWA
262
Elevate Wealth Advisory
Georgia
$1.23M -$636K -7,028 -34%
Northern Trust
263
Northern Trust
Illinois
$1.22M +$52.4K +579 +4%
MHS
264
M Holdings Securities
Oregon
$1.22M -$243K -2,689 -17%
MCA
265
Maryland Capital Advisors
Maryland
$1.19M -$3.35K -37 -0.3%
PA
266
Prism Advisors
California
$1.19M – – –
NFP
267
Narus Financial Partners
Utah
$1.16M +$1.36K +15 +0.1%
FA
268
Fortis Advisors
Pennsylvania
$1.15M +$5.52K +61 +0.5%
WA
269
Waverly Advisors
Alabama
$1.14M +$97.5K +1,078 +9%
Renaissance Technologies
270
Renaissance Technologies
New York
$1.13M -$4.4M -48,600 -80%
S
271
Sachetta
Massachusetts
$1.13M – – –
CFG
272
Carr Financial Group
Massachusetts
$1.12M +$24K +265 +2%
BWM
273
Brickley Wealth Management
California
$1.09M – – –
KIA
274
KCM Investment Advisors
California
$1.08M – – –
NL
275
NWAM LLC
Washington
$1.05M -$117K -1,327 -10%
9 10
11
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