IUSV icon

iShares Core S&P US Value ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
EIP
376
Ellis Investment Partners
Pennsylvania
$409K +$2.95K +35 +0.7%
ClearBridge Investments
377
ClearBridge Investments
New York
$409K +$409K +4,850 New
BMCM
378
Bryn Mawr Capital Management
Pennsylvania
$407K
MCM
379
MAI Capital Management
Ohio
$406K +$17K +201 +4%
SFC
380
SYM Financial Corp
Indiana
$406K
CCM
381
Cutler Capital Management
Massachusetts
$405K
BCM
382
Becker Capital Management
Oregon
$404K
BTWM
383
Baker Tilly Wealth Management
Wisconsin
$403K -$4.98K -59 -1%
SCM
384
SOL Capital Management
Maryland
$403K
BFS
385
Bradley Foster & Sargent
Connecticut
$399K
IAG
386
Investment Advisory Group
Massachusetts
$395K +$10.3K +122 +3%
PA
387
Parallel Advisors
California
$391K +$5.23K +62 +1%
SF
388
Safeguard Financial
Wisconsin
$388K +$388K +4,597 New
WCM
389
Windham Capital Management
Massachusetts
$384K +$4.13K +49 +1%
OSAM
390
O'Shaughnessy Asset Management
Connecticut
$383K -$202K -2,392 -35%
SWM
391
SFG Wealth Management
Maryland
$382K +$44.7K +530 +13%
CS
392
Cannell & Spears
New York
$381K
EWA
393
Exencial Wealth Advisors
Oklahoma
$379K +$10.2K +121 +3%
WA
394
Wealth Alliance
New York
$376K -$2.78K -33 -0.7%
NF
395
Nikulski Financial
Iowa
$371K -$4.22K -50 -1%
ZF
396
Zhang Financial
Michigan
$368K +$368K +4,361 New
ISL
397
Ingalls & Snyder LLC
New York
$366K
CG
398
Clifford Group
Massachusetts
$363K +$27.8K +330 +8%
VP
399
Verum Partners
North Carolina
$362K
B
400
Bellecapital
Switzerland
$362K