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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 %
BC
601
Barrett & Company
Rhode Island
$3.63K – – –
ODG
602
O'Dell Group
Ohio
$3.58K +$3.58K +42 New
MIM
603
MTM Investment Management
South Carolina
$3.37K – – –
GT
604
Glenmede Trust
Pennsylvania
$3.37K – – –
BL
605
Balentine LLC
Georgia
$3.04K – – –
Franklin Resources
606
Franklin Resources
California
$2.78K +$2.78K +33 New
GI
607
Gradient Investments
Minnesota
$2.7K – – –
FA
608
Faithward Advisors
Pennsylvania
$2.7K – – –
RG
609
Retirement Group
California
$2.36K – – –
TAM
610
Tucker Asset Management
Colorado
$2.11K – – –
VNA
611
Valley National Advisers
Pennsylvania
$2K – – –
MLA
612
MB, Levis & Associates
Pennsylvania
$1.96K – – –
CPA
613
Cardiff Park Advisors
California
$1.77K +$1.77K +21 New
CFB
614
Cullen/Frost Bankers
Texas
$1.69K -$61.5K -729 -97%
APW
615
Acima Private Wealth
Virginia
$1.6K – – –
PFBT
616
Parkside Financial Bank & Trust
Missouri
$1.52K – – –
TRCT
617
Tower Research Capital (TRC)
New York
$1.43K -$89K -1,055 -98%
VWA
618
Valued Wealth Advisors
Utah
$984 +$984 +13 New
CTC
619
Central Trust Company
Missouri
$928 – – –
CPA
620
Clear Point Advisors
New York
$884 +$884 +10 New
IHWM
621
Iron Horse Wealth Management
Iowa
$626 – – –
AGWCA
622
Annis Gardner Whiting Capital Advisors
Florida
$270 +$270 +3 New
DAM
623
Delta Asset Management
Tennessee
$269 – – –
IIA
624
IPG Investment Advisors
California
– -$1.2M -16,030 Closed
Legacy Financial Group (Iowa)
625
Legacy Financial Group (Iowa)
Iowa
– -$1.19M -15,974 Closed
23 24
25
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