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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
+$180M
3
Bank of America
Bank of America
North Carolina
+$161M
4
BlackRock
BlackRock
New York
+$106M
5
Jones Financial Companies
Jones Financial Companies
Missouri
+$30.9M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$713M
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$59.1M
3
CIM
Confluence Investment Management
Missouri
-$31.9M
4
UBS Group
UBS Group
Switzerland
-$27.4M
5
Goldman Sachs
Goldman Sachs
New York
-$23.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
TRCT
351
Tower Research Capital (TRC)
New York
$497K +$495K +5,478 +32,224%
VPIM
352
Vanguard Personalized Indexing Management
California
$497K +$497K +5,492 New
MCM
353
MAI Capital Management
Ohio
$494K +$58.4K +646 +13%
BFA
354
Beaumont Financial Advisors
Massachusetts
$487K – – –
GAB
355
German American Bancorp
Indiana
$483K – – –
BCI
356
Brinker Capital Investments
Pennsylvania
$481K – – –
OPS
357
Orion Portfolio Solutions
Nebraska
$481K – – –
FAM
358
Forte Asset Management
New York
$478K – – –
VFA
359
Valeo Financial Advisors
Indiana
$475K -$16K -183 -3%
CA
360
Claro Advisors
Massachusetts
$473K -$1.92M -21,254 -80%
BW
361
BIP Wealth
Georgia
$472K +$472K +5,220 New
AC
362
AWM Capital
Arizona
$471K – – –
FFP
363
FourThought Financial Partners
Florida
$468K -$41K -453 -8%
BFWM
364
Bright Futures Wealth Management
New York
$467K +$467K +5,313 New
KHC
365
Koesten Hirschmann & Crabtree
Kansas
$467K -$177K -1,962 -28%
CWP
366
Cyndeo Wealth Partners
Florida
$467K +$633 +7 +0.1%
BCM
367
BTC Capital Management
Iowa
$465K +$465K +5,140 New
LL
368
LWMG LLC
Minnesota
$465K +$362 +4 +0.1%
WP
369
Wealthspan Partners
Iowa
$464K -$62.1K -687 -12%
P
370
&Partners
Tennessee
$461K +$461K +5,099 New
FTS
371
Fifth Third Securities
Ohio
$457K -$23.4K -259 -5%
CL
372
CIM LLC
New York
$453K -$27.9K -308 -6%
CVA
373
Central Valley Advisors
California
$450K +$1.63K +18 +0.4%
TF
374
Tompkins Financial
New York
$442K -$11.8K -130 -3%
MPW
375
Melone Private Wealth
Michigan
$439K -$7.69K -85 -2%
13 14
15
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