IUSV icon

iShares Core S&P US Value ETF

573 hedge funds and large institutions have $10.6B invested in iShares Core S&P US Value ETF in 2023 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 172 increasing their positions, 197 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
573
Holders Change
+25
Holders Change %
+4.56%
% of All Funds
9.04%
Holding in Top 10
46
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.22%
% of All Funds
0.73%
New
56
Increased
172
Reduced
197
Closed
28
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CIAS
501
Capital Investment Advisory Services
North Carolina
$42.4K
KFI
502
Key Financial Inc
Pennsylvania
$42K
CAS
503
Coppell Advisory Solutions
Texas
$39.6K +$39.6K +511 New
DWA
504
Dougherty Wealth Advisers
Minnesota
$39K
GJIA
505
Glass Jacobson Investment Advisors
Maryland
$38.4K +$38.4K +490 New
CWP
506
Concord Wealth Partners
Virginia
$37.5K -$2.43K -31 -6%
CHA
507
Carmichael Hill & Associates
Maryland
$36.5K
MFC
508
Mechanics Financial Corp
Ohio
$35K
Qube Research & Technologies (QRT)
509
Qube Research & Technologies (QRT)
United Kingdom
$29.9K -$91.2K -1,282 -75%
BC
510
Bartlett & Co
Ohio
$29K
FMP
511
Financial Management Professionals
Texas
$29K +$24.8K +317 +587%
BCWM
512
Bartlett & Co Wealth Management
Ohio
$28.6K
NL
513
NVWM LLC
Pennsylvania
$26.8K +$26.8K +343 New
AWM
514
Abound Wealth Management
Tennessee
$25.6K -$7.52K -96 -23%
FMII
515
Farmers & Merchants Investments Inc
Nebraska
$23.5K
WTG
516
West Tower Group
Virginia
$23.1K +$23.1K +295 New
CSC
517
Caldwell Sutter Capital
California
$22.2K
KM
518
Kalos Management
Georgia
$21.8K -$470 -6 -2%
IRC
519
Investors Research Corp
Georgia
$19.7K
HIA
520
Harbor Investment Advisory
Maryland
$18.9K
LC
521
Lindbrook Capital
California
$18.5K
FA
522
Fiduciary Alliance
South Carolina
$18.2K +$18.2K +232 New
PCFFS
523
Pacific Center for Financial Services
California
$17.4K
EARNEST Partners
524
EARNEST Partners
Georgia
$16.6K -$31.4K -401 -65%
ACA
525
Aptus Capital Advisors
Alabama
$15.9K +$12.3K +157 +341%