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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
101
Ameritas Advisory Services
Nebraska
$11.6M +$6.52M +74,148 +128%
PSCM
102
Per Stirling Capital Management
Texas
$11.1M +$307K +3,397 +3%
BWM
103
Birchcreek Wealth Management
Ohio
$10.7M +$687K +7,594 +7%
IWC
104
Integrated Wealth Concepts
Massachusetts
$10.7M -$672K -7,435 -6%
Truist Financial
105
Truist Financial
North Carolina
$10.5M +$397K +4,386 +4%
Creative Planning
106
Creative Planning
Kansas
$10.3M +$1.25M +13,827 +14%
SPC
107
Sigma Planning Corp
Michigan
$10.2M +$6.44M +71,178 +170%
CA
108
Cetera Advisors
Colorado
$9.51M +$5.59M +61,760 +142%
SWP
109
Stratos Wealth Partners
Ohio
$9.49M +$62K +685 +0.7%
RSWA
110
Robinson Smith Wealth Advisors
Maine
$9.04M -$103K -1,134 -1%
CIA
111
Concurrent Investment Advisors
Florida
$9.02M +$62.8K +694 +0.7%
ASN
112
Advisory Services Network
Georgia
$8.94M +$292K +3,231 +3%
SWM
113
Scissortail Wealth Management
Oklahoma
$8.85M +$8.85M +97,832 New
CAC
114
Certified Advisory Corp
Florida
$8.83M +$238K +2,629 +3%
LSIA
115
LaSalle St. Investment Advisors
Illinois
$8.82M +$554K +6,124 +7%
M&T Bank
116
M&T Bank
New York
$8.72M -$4.71M -52,066 -35%
EIA
117
Eldridge Investment Advisors
New Hampshire
$8.67M +$19.6K +217 +0.2%
FC
118
Financial Council
Maryland
$8.34M -$276K -3,047 -3%
DAS
119
Dynamic Advisor Solutions
Arizona
$8.32M -$62.2K -688 -0.7%
US Bancorp
120
US Bancorp
Minnesota
$8.23M -$142K -1,567 -2%
CWP
121
Corepath Wealth Partners
Arizona
$8.2M -$12.9M -146,890 -61%
QC
122
Quent Capital
New York
$8.11M -$505K -5,588 -6%
RSWM
123
Robertson Stephens Wealth Management
California
$7.63M +$2.49M +27,568 +49%
AllianceBernstein
124
AllianceBernstein
Tennessee
$7.49M -$120K -1,330 -2%
HWM
125
HighMark Wealth Management
Minnesota
$7.31M -$189K -2,089 -3%
3 4
5
6 7