IUSV icon

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 %
WPC
626
Wedmont Private Capital
Pennsylvania
– -$894K -11,983 Closed
YIH
627
Y-Intercept (HK)
Hong Kong
– -$787K -10,549 Closed
Bank of New York Mellon
628
Bank of New York Mellon
New York
– -$405K -5,421 Closed
Marshall Wace
629
Marshall Wace
United Kingdom
– -$371K -4,971 Closed
SAM
630
SP Asset Management
California
– -$264K -3,535 Closed
KL
631
KWMG LLC
Kansas
– -$258K -3,464 Closed
CWM
632
Cornerstone Wealth Management
Missouri
– -$243K -3,257 Closed
BSSFA
633
Baron Silver Stevens Financial Advisors
Florida
– -$228K -3,057 Closed
SCP
634
Syntal Capital Partners
Texas
– -$224K -2,982 Closed
JFG
635
JMG Financial Group
Illinois
– -$209K -2,805 Closed
Chevy Chase Trust
636
Chevy Chase Trust
Maryland
– -$209K -2,796 Closed
FIA
637
Foundations Investment Advisors
Arizona
– -$203K -2,716 Closed
MHIC
638
Marble Harbor Investment Counsel
Massachusetts
– -$202K -2,713 Closed
PP
639
Pacifica Partners
Canada
– -$63.5K -865 Closed
FIA
640
FNY Investment Advisers
New York
– -$52K -700 Closed
FAM
641
Flaharty Asset Management
Florida
– -$45.7K -613 Closed
FWP
642
FAS Wealth Partners
Kansas
– -$38.2K -512 Closed
GIA
643
GHP Investment Advisors
Colorado
– -$38K -511 Closed
RIA
644
Realta Investment Advisors
Delaware
– -$9.29K -119 Closed
EARNEST Partners
645
EARNEST Partners
Georgia
– -$6.49K -87 Closed
BWL
646
Bogart Wealth LLC
Virginia
– -$6.11K -82 Closed
WWM
647
Wolff Wiese Magana
California
– -$5.52K -74 Closed
HPC
648
HM Payson & Co
Maine
– -$3.96K -53 Closed
PMFA
649
Plante Moran Financial Advisors
Michigan
– -$3.13K -42 Closed
RA
650
Rise Advisors
New York
– -$2.88K -39 Closed
23 24 25
26
27