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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
1
Merit Financial Group
Georgia
$204M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$347M
3
Bank of America
3
Bank of America
North Carolina
$5.43B
4
BlackRock
4
BlackRock
New York
$113M
5
Jones Financial Companies
5
Jones Financial Companies
Missouri
$278M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$735M
2
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$44.4M
3
CIM
3
Confluence Investment Management
Missouri
$0
4
UBS Group
4
UBS Group
Switzerland
$150M
5
Goldman Sachs
5
Goldman Sachs
New York
$67M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAS
51
Avantax Advisory Services
Texas
$24.4M +$631K +6,973 +3%
SCA
52
Southern Capital Advisors
Tennessee
$22.7M -$526K -5,813 -2%
TF
53
Trek Financial
Arizona
$22.2M +$2.22M +24,514 +11%
CAN
54
Cetera Advisor Networks
California
$21.9M +$309K +3,415 +1%
DA
55
Drake & Associates
Wisconsin
$21.6M +$1.17M +12,945 +6%
GC
56
Garde Capital
Washington
$20.8M -$131K -1,445 -0.6%
Northwestern Mutual Wealth Management
57
Northwestern Mutual Wealth Management
Wisconsin
$20.7M -$931K -10,295 -4%
VA
58
Vident Advisory
Georgia
$20.3M +$902K +9,974 +5%
EWA
59
ERTS Wealth Advisors
Michigan
$20M -$760K -8,404 -4%
KAS
60
Kestra Advisory Services
Texas
$19.9M +$11.1M +122,447 +125%
SCM
61
Steele Capital Management
Iowa
$19.7M -$414K -4,581 -2%
MWP
62
Madison Wealth Partners
Wisconsin
$19.6M +$148K +1,635 +0.8%
DI
63
DDFG Inc
California
$19.5M -$404K -4,467 -2%
MML Investors Services
64
MML Investors Services
Massachusetts
$18.9M +$1.57M +17,399 +9%
HR
65
Howe & Rusling
New York
$18.8M +$3.26M +36,050 +21%
PAG
66
Private Advisor Group
New Jersey
$18.1M +$2.56M +28,350 +17%
IWMWV
67
Ironwood Wealth Management (West Virginia)
West Virginia
$17.9M -$124K -1,413 -0.7%
Bank Julius Baer & Co
68
Bank Julius Baer & Co
Switzerland
$17.9M -$28.4K -314 -0.2%
Charles Schwab
69
Charles Schwab
California
$17.9M -$1.37M -15,507 -7%
TPCW
70
TD Private Client Wealth
New York
$17.8M +$3.54M +39,147 +25%
HPA
71
High Probability Advisors
New York
$16.7M +$125K +1,383 +0.8%
SW
72
SkyOak Wealth
Michigan
$16.3M +$12.3K +136 +0.1%
SWA
73
Strategies Wealth Advisors
Michigan
$15.8M -$623K -6,894 -4%
Baird Financial Group
74
Baird Financial Group
Wisconsin
$15.1M -$14.4M -158,940 -49%
GSIS
75
Global Strategic Investment Solutions
Arizona
$14.8M +$52.5K +581 +0.4%
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