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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 %
DWA
551
Dougherty Wealth Advisers
Minnesota
$42K – – –
WCM
552
Winthrop Capital Management
Indiana
$41.2K +$41.2K +488 New
TFGT
553
TS Financial Group (TSFG)
Illinois
$41K -$91.9K -1,091 -69%
CWP
554
Concord Wealth Partners
Virginia
$40.8K +$422 +5 +1%
CHA
555
Carmichael Hill & Associates
Maryland
$39.3K – – –
AA
556
Ancora Advisors
Ohio
$38.4K +$35.1K +416 +1,067%
MFC
557
Mechanics Financial Corp
Ohio
$37.7K – – –
BC
558
Bartlett & Co
Ohio
$31K – – –
BCWM
559
Bartlett & Co Wealth Management
Ohio
$30.9K – – –
FMII
560
Farmers & Merchants Investments Inc
Nebraska
$29.3K – – –
TWM
561
Tradition Wealth Management
Minnesota
$26K +$2.17K +26 +9%
CSC
562
Caldwell Sutter Capital
California
$24K – – –
WAG
563
Wiser Advisor Group
Arizona
$22K +$22K +261 New
OAJ
564
Ogorek Anthony Joseph
New York
$22K +$22K +267 New
GJIA
565
Glass Jacobson Investment Advisors
Maryland
$21.7K -$10.1K -119 -32%
TCOV
566
Trust Company of Vermont
Vermont
$20.7K – – –
HIA
567
Harbor Investment Advisory
Maryland
$20.4K – – –
LC
568
Lindbrook Capital
California
$19.9K – – –
NFSG
569
Newbridge Financial Services Group
Florida
$18.8K +$84 +1 +0.5%
PCFFS
570
Pacific Center for Financial Services
California
$18.7K – – –
GI
571
GAMMA Investing
California
$17.9K +$17.9K +212 New
SIC
572
Salem Investment Counselors
North Carolina
$17K – – –
VCM
573
Viewpoint Capital Management
Washington
$15.2K – – –
PWMG
574
Provence Wealth Management Group
California
$13.9K – – –
CIA
575
Cape Investment Advisory
Georgia
$13.9K +$13.9K +165 New
21 22
23
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