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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 %
PS
51
Principal Securities
Iowa
$23.2M +$23.2M +275,550 New
AAS
52
Avantax Advisory Services
Texas
$22.1M -$2.06M -24,417 -9%
SCA
53
Southern Capital Advisors
Tennessee
$21.7M -$1.51M -17,918 -7%
AWM
54
AE Wealth Management
Kansas
$21.3M +$7.23M +85,466 +51%
DIA
55
Dean Investment Associates
Ohio
$20.8M +$20.8M +246,709 New
CWP
56
Corepath Wealth Partners
Arizona
$20.3M +$49.3K +586 +0.2%
Northwestern Mutual Wealth Management
57
Northwestern Mutual Wealth Management
Wisconsin
$20.1M -$1.71M -20,243 -8%
CAN
58
Cetera Advisor Networks
California
$20.1M +$1.02M +12,124 +5%
GC
59
Garde Capital
Washington
$19.5M +$1.18M +13,958 +6%
EWA
60
ERTS Wealth Advisors
Michigan
$19.4M +$83.9K +995 +0.4%
DA
61
Drake & Associates
Wisconsin
$19.1M +$344K +4,082 +2%
SCM
62
Steele Capital Management
Iowa
$18.7M +$18.7M +222,272 New
TF
63
Trek Financial
Arizona
$18.7M -$8.73M -103,555 -32%
DI
64
DDFG Inc
California
$18.5M +$177K +2,098 +1%
MWP
65
Madison Wealth Partners
Wisconsin
$18.1M +$948K +11,241 +6%
VA
66
Vident Advisory
Georgia
$18M +$3.13M +37,145 +21%
Charles Schwab
67
Charles Schwab
California
$17.9M -$2.64M -32,075 -13%
IWMWV
68
Ironwood Wealth Management (West Virginia)
West Virginia
$17.3M -$134K -1,594 -0.8%
IAN
69
Integrated Advisors Network
Texas
$17.2M -$1.16M -13,699 -6%
Bank Julius Baer & Co
70
Bank Julius Baer & Co
Switzerland
$16.7M -$197K -2,336 -1%
MML Investors Services
71
MML Investors Services
Massachusetts
$16.2M -$662K -7,856 -4%
HPA
72
High Probability Advisors
New York
$15.5M -$383K -4,544 -2%
SWA
73
Strategies Wealth Advisors
Michigan
$15.3M -$571K -6,776 -4%
SW
74
SkyOak Wealth
Michigan
$15.2M +$407K +4,831 +3%
FHB
75
First Hawaiian Bank
Hawaii
$14.5M -$124K -1,471 -0.8%
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