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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 %
DCM
426
Disciplina Capital Management
Tennessee
$311K – – –
CT
427
Colonial Trust
South Carolina
$311K – – –
BCA
428
Bay Colony Advisors
Massachusetts
$311K -$22.3K -264 -7%
KAM
429
Kraft Asset Management
Tennessee
$307K – – –
Bessemer Group
430
Bessemer Group
New Jersey
$307K +$11.8K +140 +4%
SAG
431
SageView Advisory Group
California
$307K +$307K +3,600 New
CWM
432
Congress Wealth Management
Massachusetts
$307K +$12.4K +147 +4%
MGAM
433
McGowan Group Asset Management
Texas
$306K +$3.29K +39 +1%
PCM
434
Parsons Capital Management
Rhode Island
$302K -$7.59K -90 -2%
KWM
435
Kingsview Wealth Management
Oregon
$302K -$15.3K -182 -5%
CAM
436
CPA Asset Management
Florida
$301K – – –
CFG
437
Citizens Financial Group
Rhode Island
$300K +$84 +1 +0%
FRA
438
Front Row Advisors
California
$300K -$11.6K -138 -4%
APG
439
Abacus Planning Group
South Carolina
$298K -$270K -3,205 -48%
EWA
440
Encompass Wealth Advisors
Oregon
$296K – – –
GSEP
441
Golden State Equity Partners
California
$294K +$294K +3,487 New
RJT
442
Raymond James Trust
Florida
$293K +$293K +3,470 New
National Bank of Canada
443
National Bank of Canada
Quebec, Canada
$291K +$81.8K +965 +39%
AWAP
444
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$289K +$4.98K +59 +2%
NGA
445
Naples Global Advisors
Florida
$287K – – –
CAMG
446
CWA Asset Management Group
Florida
$286K -$265K -3,147 -48%
SHFA
447
SC&H Financial Advisors
Maryland
$284K +$2.19K +26 +0.8%
AAM
448
Augustine Asset Management
Florida
$282K +$18.6K +220 +7%
APW
449
Austin Private Wealth
Texas
$278K – – –
SRCM
450
Signature Resources Capital Management
California
$277K +$277K +3,286 New
16 17
18
19 20