IUSV icon

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 %
MA
201
Montag & Associates
Georgia
$2.4M +$253K +2,795 +12%
PFS
202
Prospera Financial Services
Texas
$2.36M -$61K -674 -3%
WAOI
203
Wealth Advisors of Iowa
Iowa
$2.36M -$44K -486 -2%
VFIC
204
Valley Forge Investment Consultants
Pennsylvania
$2.35M +$1.47M +16,293 +169%
RIA
205
Regal Investment Advisors
Michigan
$2.34M +$12.2K +135 +0.5%
GPI
206
General Partner Inc
Pennsylvania
$2.32M +$2.32M +25,634 New
WC
207
Weil Company
California
$2.25M +$2.25M +24,921 New
Financial Engines Advisors
208
Financial Engines Advisors
California
$2.25M -$61.8K -683 -3%
PTC
209
Private Trust Company
Ohio
$2.25M -$27.4K -303 -1%
LPP
210
Life Planning Partners
Florida
$2.24M – – –
TPW
211
TL Private Wealth
Texas
$2.23M -$84.1K -943 -4%
CPW
212
Catalyst Private Wealth
California
$2.17M -$630K -6,964 -22%
MSAM
213
Moloney Securities Asset Management
Missouri
$2.16M +$156K +1,725 +8%
APWM
214
Atlas Private Wealth Management
New York
$2.15M -$189K -2,087 -8%
GWM
215
Geneos Wealth Management
Colorado
$2.12M +$3.8K +42 +0.2%
SPIA
216
Steward Partners Investment Advisory
New York
$2.07M +$35K +387 +2%
AWM
217
AE Wealth Management
Kansas
$2.05M -$20.7M -229,055 -91%
WWM
218
Western Wealth Management
Colorado
$2.04M -$112K -1,237 -5%
Citigroup
219
Citigroup
New York
$1.99M +$376K +4,152 +23%
FCM
220
Family Capital Management
Michigan
$1.96M +$382K +4,224 +24%
RWP
221
RWA Wealth Partners
Massachusetts
$1.92M -$48.7K -538 -2%
PCA
222
Prosperity Capital Advisors
Ohio
$1.91M +$1.1M +12,201 +136%
MWM
223
Modern Wealth Management
Kansas
$1.91M +$717K +7,932 +60%
HP
224
Holistic Planning
Texas
$1.9M -$105K -1,164 -5%
Cerity Partners
225
Cerity Partners
New York
$1.89M +$114K +1,279 +6%
7 8
9
10 11