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
+$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 %
DJSG
326
D.J. St. Germain
Massachusetts
$603K – – –
KHC
327
Koesten Hirschmann & Crabtree
Kansas
$601K +$10.1K +120 +2%
PG
328
Patten Group
Tennessee
$596K +$596K +7,072 New
VAM
329
Verity Asset Management
North Carolina
$586K -$18.9K -224 -3%
ODIJL
330
One Day In July LLC
Vermont
$583K +$8.52K +101 +1%
WC
331
Waterloo Capital
Texas
$581K +$581K +6,894 New
MWM
332
Meridian Wealth Management
Kentucky
$574K -$561K -6,657 -49%
VFG
333
Victory Financial Group
Texas
$567K +$567K +6,727 New
BEI
334
Benjamin Edwards Inc
Missouri
$566K +$45.6K +541 +9%
RW
335
Regimen Wealth
Georgia
$566K +$566K +6,711 New
BWCS
336
Beirne Wealth Consulting Services
Connecticut
$565K -$58.8K -697 -9%
PPWP
337
Premier Path Wealth Partners
New Jersey
$563K +$563K +8,193 New
MGIA
338
Moneta Group Investment Advisors
Missouri
$560K +$7.93K +94 +1%
FA
339
Flagstar Advisors
New York
$557K -$370K -4,385 -40%
TI
340
Trexquant Investment
Connecticut
$555K -$456K -5,411 -45%
UWS
341
Unique Wealth Strategies
Illinois
$551K +$551K +6,537 New
RA
342
Rational Advisors
New York
$551K +$551K +6,535 New
SL
343
SWMG LLC
Texas
$547K -$151K -1,789 -22%
HPM
344
Hoxton Planning & Management
West Virginia
$546K -$28.6K -339 -5%
LSPW
345
Lake Street Private Wealth
Illinois
$542K +$337 +4 +0.1%
QCM
346
Quantinno Capital Management
New York
$533K +$533K +6,326 New
DADC
347
D.A. Davidson & Co
Montana
$521K +$100K +1,190 +24%
PO
348
Private Ocean
California
$517K +$1.18K +14 +0.2%
ESB
349
Essex Savings Bank
Connecticut
$516K – – –
ZIC
350
ZWJ Investment Counsel
Georgia
$511K -$15.5K -184 -3%
12 13
14
15 16