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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
Morgan Stanley
New York
$1.35B
2
Bank of America
Bank of America
North Carolina
$4.91B
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$140M
4
LSIA
LaSalle St. Investment Advisors
Illinois
$77.1M
5
LPL Financial
LPL Financial
California
$1.03B

Top Sellers

1
BPA
Beacon Pointe Advisors
California
$1.05M
2
BTI
Blue Trust Inc
Georgia
$361M
3
VWM
Venturi Wealth Management
Texas
$53.8M
4
BlackRock
BlackRock
New York
$7.01M
5
SF
Symphony Financial
Texas
$9.13M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAM
201
Cresset Asset Management
Illinois
$2.24M -$98.2K -1,164 -4%
CA
202
Claro Advisors
Massachusetts
$2.23M +$1.82M +21,638 +446%
Brown Advisory
203
Brown Advisory
Maryland
$2.21M +$13.5K +160 +0.6%
VA
204
Valmark Advisers
Ohio
$2.21M +$3.29K +39 +0.1%
MOS
205
MGO One Seven
Ohio
$2.2M +$472K +5,593 +27%
NA
206
NewEdge Advisors
Louisiana
$2.19M +$641K +7,603 +41%
TPW
207
TL Private Wealth
Texas
$2.19M -$270K -3,201 -11%
APWM
208
Atlas Private Wealth Management
New York
$2.18M +$25.6K +303 +1%
RIA
209
Regal Investment Advisors
Michigan
$2.17M -$83.7K -993 -4%
Financial Engines Advisors
210
Financial Engines Advisors
California
$2.16M +$156K +1,844 +8%
PTC
211
Private Trust Company
Ohio
$2.12M -$9.53K -113 -0.4%
ES
212
Eagle Strategies
New York
$2.1M -$16.1K -191 -0.8%
SWM
213
Sterling Wealth Management
Illinois
$2.09M +$2.09M +24,756 New
LPP
214
Life Planning Partners
Florida
$2.08M +$2.08M +24,720 New
Citadel Advisors
215
Citadel Advisors
Florida
$2.04M +$2.04M +24,162 New
WWM
216
Western Wealth Management
Colorado
$2.01M +$151K +1,789 +8%
MA
217
Montag & Associates
Georgia
$2M -$362K -4,292 -15%
GWM
218
Geneos Wealth Management
Colorado
$1.97M +$6.24K +74 +0.3%
SPIA
219
Steward Partners Investment Advisory
New York
$1.89M +$42.2K +500 +2%
DFA
220
DHK Financial Advisors
New Hampshire
$1.89M +$20.1K +238 +1%
HP
221
Holistic Planning
Texas
$1.87M +$1.87M +22,214 New
MSAM
222
Moloney Securities Asset Management
Missouri
$1.87M -$75.1K -890 -4%
RWP
223
RWA Wealth Partners
Massachusetts
$1.83M +$1.35K +16 +0.1%
EWA
224
Elevate Wealth Advisory
Georgia
$1.74M +$1.74M +20,600 New
SWC
225
Spectrum Wealth Counsel
Indiana
$1.73M +$1.73M +20,524 New
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