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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 %
HR
76
Howe & Rusling
New York
$14.5M +$954K +11,317 +7%
PAG
77
Private Advisor Group
New Jersey
$14.5M +$679K +8,047 +5%
Allianz Asset Management
78
Allianz Asset Management
Germany
$14M +$4.81M +57,000 +52%
GSIS
79
Global Strategic Investment Solutions
Arizona
$13.7M -$69.9K -829 -0.5%
TPCW
80
TD Private Client Wealth
New York
$13.3M +$3.6M +42,656 +37%
Kayne Anderson Rudnick Investment Management
81
Kayne Anderson Rudnick Investment Management
California
$12.8M +$416K +4,931 +3%
CGA
82
Crescent Grove Advisors
Illinois
$12.7M -$833K -9,880 -6%
CF
83
Centaurus Financial
California
$12.7M -$77.8K -923 -0.6%
M&T Bank
84
M&T Bank
New York
$12.5M -$2.07M -24,573 -14%
EH
85
Equitable Holdings
New York
$12.5M +$632K +7,499 +5%
AWA
86
Amplius Wealth Advisors
Pennsylvania
$12.4M -$139K -1,652 -1%
UCFA
87
United Capital Financial Advisors
Texas
$12M -$4.84M -57,388 -29%
CFG
88
Cosner Financial Group
Colorado
$11.9M +$960K +11,389 +9%
EFH
89
Eaton Financial Holdings
Florida
$11.8M +$59.5K +706 +0.5%
MWA
90
MFA Wealth Advisors
Pennsylvania
$11.7M +$345K +4,090 +3%
Cambridge Investment Research Advisors
91
Cambridge Investment Research Advisors
Iowa
$11.7M -$357K -4,235 -3%
RWPA
92
Richard W. Paul & Associates
Michigan
$11.6M +$387K +4,588 +3%
CPSC
93
Carl P. Sherr & Co
Massachusetts
$11.5M -$320K -3,791 -3%
TIM
94
Tortoise Investment Management
New York
$11.5M -$558K -6,617 -5%
Cetera Investment Advisers
95
Cetera Investment Advisers
Illinois
$11.3M +$417K +4,945 +4%
SCP
96
Stevens Capital Partners
Nebraska
$11.2M -$1.4M -16,640 -11%
LFS
97
Lutz Financial Services
Nebraska
$11.1M +$4.39K +52 +0%
Stifel Financial
98
Stifel Financial
Missouri
$11M +$1.58M +18,680 +17%
SC
99
Savant Capital
Illinois
$11M -$173K -2,046 -2%
PIAS
100
PCA Investment Advisory Services
Ohio
$11M +$273K +3,241 +3%
2 3
4
5 6