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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
+$696M
2
Bank of America
Bank of America
North Carolina
+$185M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$100M
4
LSIA
LaSalle St. Investment Advisors
Illinois
+$60.8M
5
LPL Financial
LPL Financial
California
+$52.3M

Top Sellers

1
BPA
Beacon Pointe Advisors
California
-$25.3M
2
BTI
Blue Trust Inc
Georgia
-$24.6M
3
VWM
Venturi Wealth Management
Texas
-$15.9M
4
BlackRock
BlackRock
New York
-$15.2M
5
SF
Symphony Financial
Texas
-$15.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Lido Advisors
301
Lido Advisors
California
$759K -$2M -23,738 -73%
IC
302
IEQ Capital
California
$758K +$1.6K +19 +0.2%
SWA
303
Stratos Wealth Advisors
Ohio
$756K +$590 +7 +0.1%
BRWA
304
B. Riley Wealth Advisors
Florida
$755K -$28.7K -340 -4%
PCA
305
Prosperity Capital Advisors
Ohio
$755K +$755K +8,947 New
PFA
306
Pure Financial Advisors
California
$748K +$28.4K +337 +4%
BOM
307
Bank of Marin
California
$732K -$7.17K -85 -1%
FA
308
FDx Advisors
Illinois
$731K -$140K -1,656 -16%
FCM
309
Firestone Capital Management
Florida
$731K -$20K -237 -3%
Jane Street
310
Jane Street
New York
$722K +$722K +8,563 New
MMPW
311
Mitchell McLeod Pugh & Williams
Alabama
$721K +$22.5K +267 +3%
Thrivent Financial for Lutherans
312
Thrivent Financial for Lutherans
Minnesota
$715K -$16.3K -193 -2%
BWM
313
Boyd Wealth Management
California
$709K +$114K +1,353 +19%
Koshinski Asset Management
314
Koshinski Asset Management
Illinois
$705K +$353K +4,182 +100%
ICP
315
Interchange Capital Partners
Pennsylvania
$697K +$5.8K +69 +0.8%
AWM
316
Alterna Wealth Management
Texas
$688K -$266K -3,151 -28%
WP
317
WealthSource Partners
California
$687K +$84 +1 +0%
TC
318
Telemus Capital
Michigan
$678K -$83.9K -995 -11%
GIA
319
Gladstone Institutional Advisory
Florida
$670K +$12.6K +150 +2%
VCA
320
Verdence Capital Advisors
Maryland
$664K +$4.55K +54 +0.7%
PIA
321
Perennial Investment Advisors
California
$658K -$27.7K -329 -4%
RWRC
322
R.W. Roge & Company
New York
$654K +$60.9K +723 +10%
NRI
323
NFP Retirement Inc
California
$637K -$253 -3 -0%
WT
324
Whittier Trust
California
$621K – – –
FPAS
325
Focus Partners Advisor Solutions
Missouri
$619K -$440K -5,220 -42%
11 12
13
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