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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
1
Morgan Stanley
New York
$1.35B
2
Bank of America
2
Bank of America
North Carolina
$4.91B
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$140M
4
LSIA
4
LaSalle St. Investment Advisors
Illinois
$77.1M
5
LPL Financial
5
LPL Financial
California
$1.03B

Top Sellers

1
BPA
1
Beacon Pointe Advisors
California
$1.05M
2
BTI
2
Blue Trust Inc
Georgia
$361M
3
VWM
3
Venturi Wealth Management
Texas
$53.8M
4
BlackRock
4
BlackRock
New York
$7.01M
5
SF
5
Symphony Financial
Texas
$9.13M
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
26
Allworth Financial
California
$50.4M +$11.8M +139,651 +31%
PNC Financial Services Group
27
PNC Financial Services Group
Pennsylvania
$46.7M +$850K +10,083 +2%
MSWM
28
McGlone Suttner Wealth Management
Wisconsin
$45.5M +$530K +6,285 +1%
TLA
29
Tanglewood Legacy Advisors
Texas
$43.6M +$1.69M +20,037 +4%
Allspring Global Investments
30
Allspring Global Investments
North Carolina
$43M -$742K -8,794 -2%
GWM
31
GDS Wealth Management
Texas
$42.1M -$885K -10,489 -2%
Osaic Holdings
32
Osaic Holdings
Arizona
$40.3M -$6.99M -82,920 -15%
Ameriprise
33
Ameriprise
Minnesota
$39.6M -$4.61M -53,971 -10%
TA
34
Townsend & Associates
Colorado
$38.7M +$431K +5,144 +1%
Fidelity Investments
35
Fidelity Investments
Massachusetts
$38.4M -$415K -4,920 -1%
RJA
36
Raymond James & Associates
Florida
$34.8M +$10.6M +125,206 +43%
SSB
37
Sandy Spring Bank
Maryland
$34.1M -$803K -9,526 -2%
AI
38
Atria Investments
North Carolina
$33.2M +$24.5M +290,301 +280%
GFA
39
Gallagher Fiduciary Advisors
Illinois
$33.1M -$1.52M -18,027 -4%
CIM
40
Confluence Investment Management
Missouri
$31.9M +$31.6M +375,013 +11,607%
HFS
41
Hantz Financial Services
Michigan
$31.7M +$1.01M +11,934 +3%
Focus Partners Wealth
42
Focus Partners Wealth
Massachusetts
$30.8M +$30.8M +365,750 New
NFG
43
Nadler Financial Group
Illinois
$30.7M +$2.27M +26,906 +8%
VC
44
Veracity Capital
Georgia
$28.8M +$1.36M +16,117 +5%
FWM
45
ForthRight Wealth Management
Georgia
$27.8M +$1.26M +14,938 +5%
Baird Financial Group
46
Baird Financial Group
Wisconsin
$27.5M +$12.1M +143,079 +78%
AWS
47
Atria Wealth Solutions
New York
$26.8M +$480K +5,697 +2%
PBF
48
Petix & Botte Financial
California
$26.2M +$35.4K +420 +0.1%
Natixis Advisors
49
Natixis Advisors
Massachusetts
$23.9M +$2.82M +33,462 +13%
KPWS
50
Kestra Private Wealth Services
Texas
$23.6M +$2.82M +33,393 +14%
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