IUSV icon

iShares Core S&P US Value ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
BMCM
376
Bryn Mawr Capital Management
Pennsylvania
$436K
EIP
377
Ellis Investment Partners
Pennsylvania
$435K -$3.98K -44 -0.9%
RA
378
RFG Advisory
Alabama
$434K +$434K +4,801 New
BCM
379
Becker Capital Management
Oregon
$433K
BTWM
380
Baker Tilly Wealth Management
Wisconsin
$432K
SCM
381
SOL Capital Management
Maryland
$432K
TIAA Trust, National Association
382
TIAA Trust, National Association
North Carolina
$432K +$61.4K +679 +17%
Bank of Montreal
383
Bank of Montreal
Ontario, Canada
$431K +$183K +2,029 +74%
RA
384
Rational Advisors
New York
$431K -$160K -1,774 -27%
SM
385
Sweeney & Michel
California
$429K +$429K +4,796 New
BFS
386
Bradley Foster & Sargent
Connecticut
$428K
SFC
387
SYM Financial Corp
Indiana
$424K -$11.6K -128 -3%
IAG
388
Investment Advisory Group
Massachusetts
$423K
SF
389
Safeguard Financial
Wisconsin
$416K
CCM
390
Cutler Capital Management
Massachusetts
$412K -$22.6K -250 -5%
TPWA
391
TRUE Private Wealth Advisors
Oregon
$410K -$31.4K -347 -7%
CS
392
Cannell & Spears
New York
$408K
TW
393
TritonPoint Wealth
Maryland
$408K -$147K -1,456 -26%
CIA
394
Choate Investment Advisors
Massachusetts
$407K +$407K +4,500 New
EWA
395
Exencial Wealth Advisors
Oklahoma
$407K
WA
396
Wealth Alliance
New York
$401K -$2.08K -23 -0.5%
SWM
397
SeaCrest Wealth Management
New York
$399K +$166K +1,830 +71%
WFA
398
WMG Financial Advisors
Tennessee
$396K +$111K +1,222 +39%
VFG
399
Victory Financial Group
Texas
$390K -$219K -2,420 -36%
B
400
Bellecapital
Switzerland
$388K