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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
+$180M
3
Bank of America
Bank of America
North Carolina
+$161M
4
BlackRock
BlackRock
New York
+$106M
5
Jones Financial Companies
Jones Financial Companies
Missouri
+$30.9M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$713M
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$59.1M
3
CIM
Confluence Investment Management
Missouri
-$31.9M
4
UBS Group
UBS Group
Switzerland
-$27.4M
5
Goldman Sachs
Goldman Sachs
New York
-$23.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
OAM
651
Oppenheimer Asset Management
New York
– -$329K -3,898 Closed
AQR Capital Management
652
AQR Capital Management
Connecticut
– -$316K -3,750 Closed
APG
653
Abacus Planning Group
South Carolina
– -$298K -3,532 Closed
Betterment LLC
654
Betterment LLC
New York
– -$275K -3,259 Closed
RPCA
655
Running Point Capital Advisors
California
– -$272K -3,227 Closed
KWM
656
KFG Wealth Management
Indiana
– -$262K -3,107 Closed
CFA
657
CWS Financial Advisors
Michigan
– -$244K -2,898 Closed
NW
658
NewEdge Wealth
Pennsylvania
– -$236K -2,794 Closed
BAAM
659
Baker Avenue Asset Management
California
– -$212K -2,512 Closed
GG
660
Greenwood Gearhart
Arkansas
– -$148K -1,750 Closed
MPCG
661
Matrix Private Capital Group
New York
– -$101K -1,200 Closed
SA
662
Scarborough Advisors
Maryland
– -$92.5K -1,097 Closed
Fifth Third Bancorp
663
Fifth Third Bancorp
Ohio
– -$81.2K -963 Closed
FWM
664
Focused Wealth Management
New York
– -$60.5K -718 Closed
RFA
665
Resurgent Financial Advisors
Georgia
– -$46.6K -552 Closed
WCM
666
Winthrop Capital Management
Indiana
– -$41.2K -488 Closed
BCWM
667
Bartlett & Co Wealth Management
Ohio
– -$30.9K -365 Closed
TWM
668
Tradition Wealth Management
Minnesota
– -$26K -311 Closed
OAJ
669
Ogorek Anthony Joseph
New York
– -$22K -267 Closed
CIA
670
Cape Investment Advisory
Georgia
– -$13.9K -165 Closed
GWMIA
671
Global Wealth Management Investment Advisory
Florida
– -$9.78K -116 Closed
KFP
672
Keener Financial Planning
Texas
– -$9K -109 Closed
CCM
673
Chilton Capital Management
Texas
– -$4.81K -57 Closed
MFC
674
Morris Financial Concepts
South Carolina
– -$4.64K -55 Closed
WTG
675
West Tower Group
Virginia
– -$4.47K -53 Closed
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