IUSV icon

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 %
SWM
401
SFG Wealth Management
Maryland
$385K -$24.2K -268 -6%
CKAIS
402
Christensen King & Associates Investment Services
Washington
$384K +$452 +5 +0.1%
Millennium Management
403
Millennium Management
New York
$380K -$81K -896 -18%
NF
404
Nikulski Financial
Iowa
$376K -$22.1K -244 -6%
CAG
405
Csenge Advisory Group
Florida
$374K -$181 -2 -0%
AP
406
Appleton Partners
Massachusetts
$368K – – –
FCG
407
Fielder Capital Group
Tennessee
$367K – – –
YIH
408
Y-Intercept (HK)
Hong Kong
$367K +$367K +4,054 New
BFC
409
Bedel Financial Consulting
Indiana
$361K – – –
CG
410
Clifford Group
Massachusetts
$359K -$29.8K -330 -8%
VCP
411
Verus Capital Partners
Arizona
$358K +$358K +3,956 New
SSWM
412
Sheets Smith Wealth Management
North Carolina
$357K +$543 +6 +0.2%
WA
413
Wealthstream Advisors
New York
$356K – – –
MIA
414
MMBG Investment Advisors
Florida
$354K – – –
PFG
415
Peterson Financial Group
Iowa
$351K -$10K -111 -3%
SI
416
Stephens Inc
Arkansas
$349K – – –
DCM
417
DGS Capital Management
New Jersey
$348K +$13.8K +153 +4%
UWPG
418
Ullmann Wealth Partners Group
Florida
$345K +$452 +5 +0.1%
SC
419
Scotia Capital
Ontario, Canada
$342K – – –
PCM
420
Parsons Capital Management
Rhode Island
$340K +$16.1K +178 +5%
GAA
421
Global Assets Advisory
Florida
$339K +$339K +30,483 New
WIA
422
World Investment Advisors
California
$339K +$99.5K +1,100 +42%
BCA
423
Bay Colony Advisors
Massachusetts
$338K +$4.43K +49 +1%
HIC
424
Hartline Investment Corp
Illinois
$338K +$338K +3,736 New
ZB
425
Zions Bancorporation
Utah
$337K +$208K +2,300 +161%
15 16
17
18 19