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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
Merit Financial Group
Georgia
$204M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$347M
3
Bank of America
Bank of America
North Carolina
$5.43B
4
BlackRock
BlackRock
New York
$113M
5
Jones Financial Companies
Jones Financial Companies
Missouri
$278M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$735M
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$44.4M
3
CIM
Confluence Investment Management
Missouri
$0
4
UBS Group
UBS Group
Switzerland
$150M
5
Goldman Sachs
Goldman Sachs
New York
$67M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
151
Able Wealth Management
New Jersey
$5.14M +$102K +1,133 +2%
Envestnet Portfolio Solutions
152
Envestnet Portfolio Solutions
Illinois
$5.07M +$4.14M +45,766 +447%
WWM
153
WJ Wealth Management
Arizona
$5.05M -$184K -2,035 -4%
CAPTRUST Financial Advisors
154
CAPTRUST Financial Advisors
North Carolina
$4.99M -$194K -2,142 -4%
EFM
155
Eley Financial Management
Vermont
$4.89M -$46K -509 -0.9%
HCM
156
Howland Capital Management
Massachusetts
$4.88M – – –
HH
157
Hilltop Holdings
Texas
$4.87M +$885K +9,783 +22%
IWM
158
IHT Wealth Management
Illinois
$4.82M -$1.48M -16,330 -23%
Comerica Bank
159
Comerica Bank
Texas
$4.81M -$965K -10,672 -17%
PWM
160
Perigon Wealth Management
California
$4.73M -$194K -2,150 -4%
Janney Montgomery Scott
161
Janney Montgomery Scott
Pennsylvania
$4.61M -$610K -6,743 -12%
BCG
162
Breakwater Capital Group
New Jersey
$4.55M -$34.7K -384 -0.8%
Prudential Financial
163
Prudential Financial
New Jersey
$4.38M +$180K +1,994 +4%
AMG
164
Asset Management Group
Connecticut
$4.27M +$19.9K +220 +0.5%
EPM
165
Elm Partners Management
Pennsylvania
$4.2M -$4.16K -46 -0.1%
CM
166
Columbus Macro
Pennsylvania
$4.12M +$45K +498 +1%
MA
167
Mutual Advisors
Nebraska
$4.11M +$215K +2,376 +6%
CAM
168
Cresset Asset Management
Illinois
$4M +$1.6M +17,640 +66%
FPIS
169
Financial Planning & Information Services
Wisconsin
$3.99M -$73.9K -817 -2%
ZIG
170
Zuckerman Investment Group
Illinois
$3.92M +$273K +3,016 +7%
1WM
171
1900 Wealth Management
Texas
$3.89M -$166K -1,840 -4%
WMP
172
Wealth Management Partners
Arizona
$3.87M -$82.3K -910 -2%
B
173
Bailard
California
$3.75M -$160K -1,771 -4%
FM
174
Family Management
New York
$3.71M -$48.1K -532 -1%
BSW
175
Buckingham Strategic Wealth
Missouri
$3.68M +$61.5K +680 +2%
5 6
7
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