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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
$1.35B
2
Bank of America
Bank of America
North Carolina
$4.91B
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$140M
4
LSIA
LaSalle St. Investment Advisors
Illinois
$77.1M
5
LPL Financial
LPL Financial
California
$1.03B

Top Sellers

1
BPA
Beacon Pointe Advisors
California
$1.05M
2
BTI
Blue Trust Inc
Georgia
$361M
3
VWM
Venturi Wealth Management
Texas
$53.8M
4
BlackRock
BlackRock
New York
$7.01M
5
SF
Symphony Financial
Texas
$9.13M
Name Holding Trade Value Shares
Change 		Shares
Change %
CKAIS
401
Christensen King & Associates Investment Services
Washington
$358K +$358K +4,244 New
JWCA
402
J.W. Cole Advisors
Florida
$357K +$39.3K +466 +12%
BFWA
403
Benchmark Financial Wealth Advisors
Florida
$351K +$3.63K +43 +1%
CAG
404
Csenge Advisory Group
Florida
$349K -$11.2K -133 -3%
TIAA Trust, National Association
405
TIAA Trust, National Association
North Carolina
$346K -$115K -1,362 -25%
AP
406
Appleton Partners
Massachusetts
$343K +$52.6K +625 +18%
FCG
407
Fielder Capital Group
Tennessee
$342K +$342K +4,054 New
TSS
408
Two Sigma Securities
New York
$340K +$108K +1,281 +46%
MWM
409
Mission Wealth Management
California
$337K +$1.1K +13 +0.3%
BFC
410
Bedel Financial Consulting
Indiana
$337K – – –
PFG
411
Peterson Financial Group
Iowa
$336K +$336K +3,987 New
TWC
412
TD Waterhouse Canada
Ontario, Canada
$332K +$33K +393 +11%
WA
413
Wealthstream Advisors
New York
$332K – – –
SSWM
414
Sheets Smith Wealth Management
North Carolina
$332K +$1.1K +13 +0.3%
MIA
415
MMBG Investment Advisors
Florida
$331K – – –
OAM
416
Oppenheimer Asset Management
New York
$329K +$329K +3,898 New
SI
417
Stephens Inc
Arkansas
$325K +$325K +3,854 New
UWPG
418
Ullmann Wealth Partners Group
Florida
$321K +$1.01K +12 +0.3%
SC
419
Scotia Capital
Ontario, Canada
$319K – – –
AQR Capital Management
420
AQR Capital Management
Connecticut
$316K – – –
MIAS
421
Mason Investment Advisory Services
Virginia
$314K – – –
CIC
422
Carnegie Investment Counsel
Ohio
$313K -$78.7K -933 -20%
TPWA
423
Twin Peaks Wealth Advisors
California
$313K +$313K +3,709 New
RWP
424
Ridgecrest Wealth Partners
California
$312K – – –
DCM
425
DGS Capital Management
New Jersey
$312K -$1.86K -22 -0.6%
15 16
17
18 19