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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 %
FFG
101
Foundry Financial Group
New Hampshire
$10.8M +$10.8M +128,168 New
Rockefeller Capital Management
102
Rockefeller Capital Management
New York
$10.8M -$171K -2,030 -2%
IWC
103
Integrated Wealth Concepts
Massachusetts
$10.6M -$420K -4,985 -4%
PSCM
104
Per Stirling Capital Management
Texas
$10.1M +$236K +2,796 +2%
Truist Financial
105
Truist Financial
North Carolina
$9.4M +$375K +4,450 +4%
FAIM
106
Financial Advocates Investment Management
Washington
$9.36M +$1.27M +14,333 +16%
BWM
107
Birchcreek Wealth Management
Ohio
$9.35M +$842K +9,979 +10%
SF
108
Symphony Financial
Texas
$9.13M -$15.1M -179,636 -62%
MCM
109
Monument Capital Management
Virginia
$8.96M -$5.28M -62,655 -37%
SWP
110
Stratos Wealth Partners
Ohio
$8.79M +$1.21M +14,319 +16%
RSWA
111
Robinson Smith Wealth Advisors
Maine
$8.52M +$8.52M +101,053 New
Creative Planning
112
Creative Planning
Kansas
$8.46M -$47.6K -565 -0.6%
CIA
113
Concurrent Investment Advisors
Florida
$8.35M +$8.35M +99,050 New
KAS
114
Kestra Advisory Services
Texas
$8.25M -$195K -2,312 -2%
ASN
115
Advisory Services Network
Georgia
$8.06M +$100K +1,186 +1%
EIA
116
Eldridge Investment Advisors
New Hampshire
$8.06M +$7.12M +84,485 +761%
QC
117
Quent Capital
New York
$8.04M +$1.82M +21,550 +29%
FC
118
Financial Council
Maryland
$8.03M +$33.9K +402 +0.4%
CAC
119
Certified Advisory Corp
Florida
$8.01M +$318K +3,767 +4%
US Bancorp
120
US Bancorp
Minnesota
$7.81M +$124K +1,476 +2%
DAS
121
Dynamic Advisor Solutions
Arizona
$7.8M +$107K +1,270 +1%
AllianceBernstein
122
AllianceBernstein
Tennessee
$7.1M +$79.5K +943 +1%
Susquehanna International Group
123
Susquehanna International Group
Pennsylvania
$7.06M +$7.06M +83,675 New
Mariner
124
Mariner
Kansas
$7.05M -$3.73M -44,178 -35%
BlackRock
125
BlackRock
New York
$7.01M -$15.2M -179,742 -68%
3 4
5
6 7