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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 %
Cambridge Investment Research Advisors
76
Cambridge Investment Research Advisors
Iowa
$14.7M +$2.18M +24,096 +17%
EH
77
Equitable Holdings
New York
$14.6M +$1.14M +12,644 +9%
Kayne Anderson Rudnick Investment Management
78
Kayne Anderson Rudnick Investment Management
California
$14.5M +$791K +8,745 +6%
PBF
79
Petix & Botte Financial
California
$14M -$14.1M -155,927 -50%
CGA
80
Crescent Grove Advisors
Illinois
$13.9M +$214K +2,369 +2%
CF
81
Centaurus Financial
California
$13.7M +$91.4K +1,011 +0.7%
FAIM
82
Financial Advocates Investment Management
Washington
$13.6M +$5.83M +78,806 +75%
PIAS
83
PCA Investment Advisory Services
Ohio
$13.3M +$1.56M +17,294 +13%
CFD
84
Creative Financial Designs
Indiana
$13.3M +$13M +143,863 +4,389%
TIM
85
Tortoise Investment Management
New York
$13.1M +$810K +8,958 +7%
FHA
86
Flagship Harbor Advisors
Massachusetts
$13.1M +$9.34M +103,327 +248%
CFG
87
Cosner Financial Group
Colorado
$12.9M +$185K +2,048 +1%
EFH
88
Eaton Financial Holdings
Florida
$12.7M +$13.3K +147 +0.1%
Allianz Asset Management
89
Allianz Asset Management
Germany
$12.6M -$2.44M -27,030 -16%
MWA
90
MFA Wealth Advisors
Pennsylvania
$12.5M -$50.1K -554 -0.4%
FHB
91
First Hawaiian Bank
Hawaii
$12.5M -$3.08M -34,103 -20%
UCFA
92
United Capital Financial Advisors
Texas
$12.5M -$434K -4,795 -3%
CPSC
93
Carl P. Sherr & Co
Massachusetts
$12.4M +$58.3K +645 +0.5%
RWPA
94
Richard W. Paul & Associates
Michigan
$12.2M -$149K -1,649 -1%
Rockefeller Capital Management
95
Rockefeller Capital Management
New York
$12.2M +$635K +7,021 +6%
Stifel Financial
96
Stifel Financial
Missouri
$11.9M +$80.3K +888 +0.7%
AWA
97
Amplius Wealth Advisors
Pennsylvania
$11.9M -$1.48M -16,343 -11%
FFG
98
Foundry Financial Group
New Hampshire
$11.8M +$247K +2,733 +2%
LFS
99
Lutz Financial Services
Nebraska
$11.8M -$87.9K -972 -0.7%
SC
100
Savant Capital
Illinois
$11.6M -$154K -1,701 -1%
2 3
4
5 6