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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 %
LRIA
176
Leonard Rickey Investment Advisors
Washington
$3.49M -$173K -1,914 -5%
DDPIC
177
Deroy & Devereaux Private Investment Counsel
Michigan
$3.41M +$49.7K +550 +1%
EWA
178
EP Wealth Advisors
California
$3.38M -$104K -1,147 -3%
MCM
179
Mitchell Capital Management
Kansas
$3.36M -$3.43M -37,915 -51%
BBL
180
Beck Bode LLC
Massachusetts
$3.35M -$806K -8,913 -19%
MCM
181
Monument Capital Management
Virginia
$3.34M -$6.27M -69,309 -65%
WPWM
182
Windward Private Wealth Management
Kansas
$3.33M -$52.8K -584 -2%
IA
183
IFG Advisory
Georgia
$3.33M +$2.43M +26,862 +271%
PPW
184
Presilium Private Wealth
Pennsylvania
$3.31M -$81.3K -899 -2%
GP
185
Greenline Partners
New York
$3.22M – – –
RFN
186
RDA Financial Network
Iowa
$3.19M -$72.7K -804 -2%
HWA
187
Hilltop Wealth Advisors
North Carolina
$3.09M +$51.1K +565 +2%
SS
188
Sunbelt Securities
Texas
$3.07M +$446K +4,932 +17%
FPAS
189
Focus Partners Advisor Solutions
Missouri
$3.07M +$2.41M +26,605 +363%
SWP
190
Summit Wealth Partners
Florida
$3M +$904 +10 +0%
MOS
191
MGO One Seven
Ohio
$3M +$637K +7,041 +27%
SF
192
Summit Financial
New Jersey
$2.86M -$10.3K -114 -0.4%
OC
193
Oppenheimer & Co
New York
$2.78M +$28.8K +318 +1%
SWC
194
Spectrum Wealth Counsel
Indiana
$2.75M +$893K +9,877 +48%
ACA
195
Atlas Capital Advisors
Wyoming
$2.64M +$36.2K +400 +1%
NA
196
NewEdge Advisors
Louisiana
$2.57M +$214K +2,370 +9%
VA
197
Valmark Advisers
Ohio
$2.56M +$199K +2,203 +8%
GPA
198
Guidance Point Advisors
Massachusetts
$2.54M +$12.7K +140 +0.5%
EIC
199
Equity Investment Corp
Georgia
$2.47M -$3.46M -38,207 -58%
SWM
200
Sterling Wealth Management
Illinois
$2.41M +$172K +1,905 +8%
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