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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 %
HWM
126
HighMark Wealth Management
Minnesota
$7M +$80.4K +954 +1%
BWA
127
Beam Wealth Advisors
Louisiana
$6.6M +$37.9K +450 +0.6%
MCM
128
Mitchell Capital Management
Kansas
$6.33M +$886K +10,502 +16%
ECG
129
Edge Capital Group
Georgia
$6.32M -$65.9K -782 -1%
CWA
130
Canvas Wealth Advisors
Kansas
$6.27M +$1.05M +12,452 +20%
UWM
131
USAdvisors Wealth Management
Minnesota
$6.25M -$1.45M -17,232 -19%
COCM
132
Charter Oak Capital Management
New Hampshire
$5.88M +$30.1K +357 +0.5%
IWM
133
IHT Wealth Management
Illinois
$5.88M -$128K -1,517 -2%
PP
134
PrairieView Partners
Minnesota
$5.82M +$374K +4,434 +7%
SOS
135
Silver Oak Securities
Tennessee
$5.74M +$4.65M +55,115 +425%
IGWM
136
ICA Group Wealth Management
Colorado
$5.55M -$14.5K -172 -0.3%
EIC
137
Equity Investment Corp
Georgia
$5.53M +$2.64M +31,254 +91%
Comerica Bank
138
Comerica Bank
Texas
$5.39M +$1.31M +15,587 +32%
DWM
139
Defined Wealth Management
Oregon
$5.31M +$1.12M +13,229 +27%
1WA
140
180 Wealth Advisors
Washington
$5.27M -$151K -1,781 -3%
Mercer Global Advisors
141
Mercer Global Advisors
Colorado
$5.18M -$460K -5,451 -8%
Renaissance Technologies
142
Renaissance Technologies
New York
$5.15M +$2.99M +35,400 +138%
GRP
143
Global Retirement Partners
California
$5.14M +$1.37M +16,424 +36%
SWM
144
Spire Wealth Management
Virginia
$5.11M +$226K +2,698 +5%
OIA
145
OneDigital Investment Advisors
Kansas
$4.95M -$537K -6,369 -10%
AAS
146
Ameritas Advisory Services
Nebraska
$4.93M -$5.77M -67,599 -54%
VFPW
147
Vantage Financial Partners (Wisconsin)
Wisconsin
$4.89M +$122K +1,448 +3%
WWM
148
WJ Wealth Management
Arizona
$4.88M +$132K +1,571 +3%
Janney Montgomery Scott
149
Janney Montgomery Scott
Pennsylvania
$4.87M -$1.59M -18,832 -25%
CAPTRUST Financial Advisors
150
CAPTRUST Financial Advisors
North Carolina
$4.83M -$143K -1,696 -3%
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