IUSV icon

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 %
CB
276
Commerce Bank
Missouri
$1M – – –
WA
277
Waverly Advisors
Alabama
$975K – – –
NFG
278
Nations Financial Group
Iowa
$974K -$24.9K -295 -2%
SFS
279
Strategic Financial Services
New York
$948K -$146K -1,735 -13%
WG
280
Watchman Group
Texas
$944K -$1.13M -13,423 -55%
EFS
281
Essex Financial Services
Connecticut
$939K +$1.69K +20 +0.2%
ATC
282
Argent Trust Co
Tennessee
$936K – – –
CAM
283
Cozad Asset Management
Illinois
$933K – – –
RRA
284
Round Rock Advisors
Connecticut
$904K – – –
JWA
285
JFS Wealth Advisors
Pennsylvania
$883K – – –
WPC
286
White Pine Capital
Minnesota
$865K -$299K -3,550 -26%
Envestnet Portfolio Solutions
287
Envestnet Portfolio Solutions
Illinois
$864K +$114K +1,355 +15%
OCPWS
288
One Charles Private Wealth Services
Massachusetts
$855K +$855K +10,140 New
CCM
289
Coldstream Capital Management
Washington
$853K – – –
HNB
290
Huntington National Bank
Ohio
$850K -$38.1K -452 -4%
DI
291
DFPG Investments
Utah
$842K +$842K +10,016 New
SCM
292
Seascape Capital Management
New Hampshire
$841K – – –
IA
293
IFG Advisory
Georgia
$836K +$317K +3,754 +61%
NCM
294
Next Capital Management
New York
$822K +$822K +9,747 New
VFIC
295
Valley Forge Investment Consultants
Pennsylvania
$814K -$2.02M -23,980 -71%
Pathstone Holdings
296
Pathstone Holdings
New Jersey
$805K +$805K +9,541 New
AEPWM
297
Atlantic Edge Private Wealth Management
Florida
$798K +$798K +9,461 New
GVAG
298
Great Valley Advisor Group
Delaware
$790K -$12.4K -147 -2%
TWA
299
Talisman Wealth Advisors
New Jersey
$790K -$1.18K -14 -0.1%
EFL
300
ERn Financial LLC
Wisconsin
$786K +$27.7K +334 +4%
10 11
12
13 14