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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 %
AWM
351
Angeles Wealth Management
California
$503K +$336K +3,987 +202%
HGA
352
Hobbs Group Advisors
South Carolina
$500K +$500K +5,931 New
RBC
353
Roble Belko & Company
Pennsylvania
$495K – – –
WP
354
Wealthspan Partners
Iowa
$491K -$204K -2,417 -29%
USCWA
355
U.S. Capital Wealth Advisors
Texas
$488K -$116K -1,378 -19%
CWP
356
Curated Wealth Partners
California
$485K – – –
FFP
357
FourThought Financial Partners
Florida
$475K -$21.3K -253 -4%
VFA
358
Valeo Financial Advisors
Indiana
$473K -$45.3K -537 -9%
TW
359
TritonPoint Wealth
Maryland
$464K +$464K +5,501 New
CL
360
CIM LLC
New York
$461K +$3.12K +36 +0.7%
BFA
361
Beaumont Financial Advisors
Massachusetts
$454K – – –
BCI
362
Brinker Capital Investments
Pennsylvania
$451K -$1.02M -12,055 -69%
OPS
363
Orion Portfolio Solutions
Nebraska
$451K -$1.02M -12,055 -69%
GAB
364
German American Bancorp
Indiana
$450K – – –
FTS
365
Fifth Third Securities
Ohio
$448K -$107K -1,264 -19%
FAM
366
Forte Asset Management
New York
$446K – – –
AWM
367
Apollon Wealth Management
South Carolina
$445K +$114K +1,347 +34%
AC
368
AWM Capital
Arizona
$439K -$23.1K -274 -5%
CWP
369
Cyndeo Wealth Partners
Florida
$435K -$36.4K -431 -8%
LL
370
LWMG LLC
Minnesota
$433K +$675 +8 +0.2%
Millennium Management
371
Millennium Management
New York
$430K -$1.31M -15,575 -75%
TF
372
Tompkins Financial
New York
$423K +$412K +4,883 +3,756%
CVA
373
Central Valley Advisors
California
$418K +$418K +4,960 New
MPW
374
Melone Private Wealth
Michigan
$416K -$21.3K -252 -5%
TPWA
375
TRUE Private Wealth Advisors
Oregon
$412K +$43.6K +517 +12%
13 14
15
16 17