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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 %
LRIA
176
Leonard Rickey Investment Advisors
Washington
$3.42M -$106K -1,256 -3%
ZIG
177
Zuckerman Investment Group
Illinois
$3.4M +$326K +3,864 +11%
DP
178
Denver PWM
Colorado
$3.38M +$3.02M +359,378 +845%
BSW
179
Buckingham Strategic Wealth
Missouri
$3.37M -$176K -2,086 -5%
EWA
180
EP Wealth Advisors
California
$3.25M -$14K -166 -0.4%
FTUS
181
Flow Traders U.S.
New York
$3.18M +$3.18M +37,736 New
PPW
182
Presilium Private Wealth
Pennsylvania
$3.16M +$1.93M +22,827 +155%
WPWM
183
Windward Private Wealth Management
Kansas
$3.16M +$88.8K +1,053 +3%
DDPIC
184
Deroy & Devereaux Private Investment Counsel
Michigan
$3.14M -$53.1K -630 -2%
RFN
185
RDA Financial Network
Iowa
$3.04M -$153K -1,814 -5%
GP
186
Greenline Partners
New York
$3.01M – – –
MWA
187
Motive Wealth Advisors
Michigan
$3.01M -$555K -6,582 -16%
TVAMP
188
Tennessee Valley Asset Management Partners
Tennessee
$2.9M +$1.46M +17,318 +101%
HWA
189
Hilltop Wealth Advisors
North Carolina
$2.83M +$214K +2,535 +8%
SWP
190
Summit Wealth Partners
Florida
$2.8M +$36.5K +433 +1%
SF
191
Summit Financial
New Jersey
$2.68M +$255K +3,022 +11%
BA
192
Bridge Advisory
California
$2.63M +$2.63M +31,206 New
CPW
193
Catalyst Private Wealth
California
$2.61M +$505K +5,985 +24%
OC
194
Oppenheimer & Co
New York
$2.56M +$79.9K +947 +3%
SS
195
Sunbelt Securities
Texas
$2.45M +$721K +8,546 +42%
ACA
196
Atlas Capital Advisors
Wyoming
$2.43M +$34.1K +404 +1%
GPA
197
Guidance Point Advisors
Massachusetts
$2.36M -$1.47M -17,436 -38%
NWM
198
Northwest Wealth Management
Iowa
$2.35M -$38.3K -454 -2%
PFS
199
Prospera Financial Services
Texas
$2.26M +$1.2M +14,174 +113%
WAOI
200
Wealth Advisors of Iowa
Iowa
$2.24M +$2.45K +29 +0.1%
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8
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