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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 %
JFGIW
601
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$7.06K – – –
SC
602
SouthState Corp
Florida
$6.96K – – –
WT
603
Washington Trust
Rhode Island
$6.6K +$6.6K +73 New
AIC
604
Archer Investment Corporation
Indiana
$6.24K – – –
WWP
605
WR Wealth Planners
Missouri
$5.97K +$5.97K +66 New
FMP
606
Financial Management Professionals
Texas
$5K – – –
CSB
607
City State Bank
Iowa
$4K – – –
BC
608
Barrett & Company
Rhode Island
$3.89K – – –
GEA
609
Glen Eagle Advisors
New Jersey
$3.62K -$3.62K -40 -50%
MIM
610
MTM Investment Management
South Carolina
$3.62K – – –
GT
611
Glenmede Trust
Pennsylvania
$3.62K – – –
BL
612
Balentine LLC
Georgia
$3.26K – – –
MAM
613
MMA Asset Management
Pennsylvania
$3.21K +$3.21K +35 New
BNP Paribas Financial Markets
614
BNP Paribas Financial Markets
France
$3.08K +$3.08K +34 New
GI
615
Gradient Investments
Minnesota
$2.89K – – –
RG
616
Retirement Group
California
$2.53K – – –
FAM
617
Family Asset Management
South Carolina
$2.35K +$2.35K +26 New
Franklin Resources
618
Franklin Resources
California
$2.26K -$724 -8 -24%
TAM
619
Tucker Asset Management
Colorado
$2.26K – – –
MLA
620
MB, Levis & Associates
Pennsylvania
$2.11K – – –
VNA
621
Valley National Advisers
Pennsylvania
$2K – – –
VWA
622
Valued Wealth Advisors
Utah
$1.84K +$643 +7 +54%
CFB
623
Cullen/Frost Bankers
Texas
$1.81K – – –
OC
624
Oakworth Capital
Alabama
$1.54K +$1.54K +17 New
DCM
625
Disciplina Capital Management
Tennessee
$1.38K -$337K -3,676 -100%
23 24
25
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