IUSV icon

iShares Core S&P US Value ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
WCG
476
Weaver Consulting Group
California
$248K
PA
477
Pinnacle Associates
New York
$244K
KA
478
Klingman & Associates
New York
$243K
CAL
479
Capital Analysts LLC
Pennsylvania
$242K +$111K +1,226 +85%
GWM
480
Greenhouse Wealth Management
Connecticut
$242K +$1.09K +12 +0.5%
HL
481
HeadInvest LLC
Maine
$242K
NSCM
482
New South Capital Management
Tennessee
$241K +$241K +2,670 New
CFGS
483
Concourse Financial Group Securities
Alabama
$239K +$904 +10 +0.4%
GFWA
484
Grey Fox Wealth Advisors
Delaware
$239K -$22K -243 -8%
EWM
485
Elevatus Welath Management
New York
$237K +$181 +2 +0.1%
OIA
486
Optimum Investment Advisors
Illinois
$235K
BJL
487
Brighton Jones LLC
Washington
$234K +$234K +2,593 New
OA
488
Operose Advisors
Wisconsin
$227K +$10.9K +120 +5%
IA
489
IFP Advisors
Florida
$224K +$76.2K +843 +52%
EAM
490
Evanson Asset Management
California
$223K +$1.09K +12 +0.5%
MWAM
491
Manhattan West Asset Management
California
$218K +$218K +2,411 New
PW
492
Peninsula Wealth
California
$218K +$218K +2,408 New
CA
493
CGN Advisors
Kansas
$217K +$217K +2,400 New
LWM
494
LongView Wealth Management
Georgia
$217K
ML
495
McAdam LLC
Pennsylvania
$214K +$214K +2,366 New
HSWM
496
Hubbell Strickland Wealth Management
Louisiana
$214K +$214K +2,373 New
SWM
497
Silverlake Wealth Management
Vermont
$212K +$212K +2,345 New
SWRP
498
Summit Wealth & Retirement Planning
California
$212K +$212K +2,345 New
BSSFA
499
Baron Silver Stevens Financial Advisors
Florida
$212K +$212K +2,344 New
PSA
500
Plum Street Advisors
Louisiana
$209K +$209K +2,192 New