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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 %
CTC
626
Central Trust Company
Missouri
$995 – – –
CPA
627
Clear Point Advisors
New York
$953 +$87 +1 +10%
IHWM
628
Iron Horse Wealth Management
Iowa
$675 – – –
AGWCA
629
Annis Gardner Whiting Capital Advisors
Florida
$291 – – –
DAM
630
Delta Asset Management
Tennessee
$290 – – –
DP
631
Denver PWM
Colorado
– -$3.38M -401,889 Closed
CIM
632
Confluence Investment Management
Missouri
– -$31.9M -378,244 Closed
SCA
633
Sandy Cove Advisors
Massachusetts
– -$3.56M -42,254 Closed
FTUS
634
Flow Traders U.S.
New York
– -$3.18M -37,736 Closed
ES
635
Eagle Strategies
New York
– -$2.1M -24,888 Closed
Citadel Advisors
636
Citadel Advisors
Florida
– -$2.04M -24,162 Closed
EIP
637
Easterly Investment Partners
Massachusetts
– -$1.73M -20,495 Closed
IC
638
Iconiq Capital
California
– -$1.43M -16,964 Closed
AWM
639
Axxcess Wealth Management
California
– -$1.26M -14,931 Closed
FFN
640
Focus Financial Network
Minnesota
– -$1.08M -12,795 Closed
FA
641
FDx Advisors
Illinois
– -$731K -8,665 Closed
Jane Street
642
Jane Street
New York
– -$722K -8,563 Closed
AWM
643
Alterna Wealth Management
Texas
– -$688K -8,159 Closed
TI
644
Trexquant Investment
Connecticut
– -$555K -6,585 Closed
CWP
645
Curated Wealth Partners
California
– -$485K -5,750 Closed
ClearBridge Investments
646
ClearBridge Investments
New York
– -$409K -4,850 Closed
WCM
647
Windham Capital Management
Massachusetts
– -$384K -4,549 Closed
ZF
648
Zhang Financial
Michigan
– -$368K -4,361 Closed
ISL
649
Ingalls & Snyder LLC
New York
– -$366K -4,337 Closed
TSS
650
Two Sigma Securities
New York
– -$340K -4,036 Closed
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