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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
$347M
3
Bank of America
Bank of America
North Carolina
$5.43B
4
BlackRock
BlackRock
New York
$113M
5
Jones Financial Companies
Jones Financial Companies
Missouri
$278M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$735M
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$44.4M
3
CIM
Confluence Investment Management
Missouri
$0
4
UBS Group
UBS Group
Switzerland
$150M
5
Goldman Sachs
Goldman Sachs
New York
$67M
Name Holding Trade Value Shares
Change 		Shares
Change %
PNC Financial Services Group
26
PNC Financial Services Group
Pennsylvania
$52.1M +$2.03M +22,411 +4%
AF
27
Allworth Financial
California
$51.4M -$2.56M -28,285 -5%
MSWM
28
McGlone Suttner Wealth Management
Wisconsin
$49.2M +$316K +3,490 +0.6%
TLA
29
Tanglewood Legacy Advisors
Texas
$48.6M +$1.86M +20,512 +4%
Allspring Global Investments
30
Allspring Global Investments
North Carolina
$45.6M -$504K -5,568 -1%
Wealth Enhancement Advisory Services
31
Wealth Enhancement Advisory Services
Minnesota
$44.4M -$59.1M -653,869 -57%
Osaic Holdings
32
Osaic Holdings
Arizona
$44.1M +$837K +9,253 +2%
GWM
33
GDS Wealth Management
Texas
$42.5M -$2.64M -29,234 -6%
RJA
34
Raymond James & Associates
Florida
$41.5M +$4.12M +45,526 +11%
Fidelity Investments
35
Fidelity Investments
Massachusetts
$41.3M +$71.3K +788 +0.2%
TA
36
Townsend & Associates
Colorado
$40.9M +$476K +5,443 +1%
AI
37
Atria Investments
North Carolina
$40.2M +$4.53M +50,085 +13%
Cetera Investment Advisers
38
Cetera Investment Advisers
Illinois
$38.8M +$26.6M +294,530 +219%
SSB
39
Sandy Spring Bank
Maryland
$35.6M -$1M -11,068 -3%
GFA
40
Gallagher Fiduciary Advisors
Illinois
$35.6M +$93K +1,028 +0.3%
Ameriprise
41
Ameriprise
Minnesota
$34.5M -$7.57M -83,474 -18%
NFG
42
Nadler Financial Group
Illinois
$34.2M +$1.35M +14,910 +4%
Focus Partners Wealth
43
Focus Partners Wealth
Massachusetts
$33.8M +$671K +7,422 +2%
HFS
44
Hantz Financial Services
Michigan
$32.6M -$1.37M -15,159 -4%
VC
45
Veracity Capital
Georgia
$31.8M +$901K +9,961 +3%
Natixis Advisors
46
Natixis Advisors
Massachusetts
$30M +$4.39M +48,486 +17%
FWM
47
ForthRight Wealth Management
Georgia
$29.4M -$394K -4,353 -1%
KPWS
48
Kestra Private Wealth Services
Texas
$28.3M +$3.05M +33,743 +12%
AWS
49
Atria Wealth Solutions
New York
$28M -$702K -7,760 -2%
PS
50
Principal Securities
Iowa
$26.5M +$1.58M +17,494 +6%
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