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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.

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 Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$4.91B 58,243,009 +2,192,399 +4%
Morgan Stanley
2
Morgan Stanley
New York
$1.35B 16,012,506 +8,256,409 +106%
LPL Financial
3
LPL Financial
California
$1.03B 12,175,492 +620,117 +5%
BTI
4
Blue Trust Inc
Georgia
$361M 4,835,103 -330,103 -6%
S
5
SignatureFD
Georgia
$356M 4,218,026 +196,239 +5%
Jones Financial Companies
6
Jones Financial Companies
Missouri
$230M 2,730,186 +345,707 +14%
AL
7
Aspiriant LLC
California
$205M 2,426,869 +104,918 +5%
UBS Group
8
UBS Group
Switzerland
$165M 1,958,047 -27,971 -1%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$156M 1,853,571 +75,649 +4%
JPMorgan Chase & Co
10
JPMorgan Chase & Co
New York
$140M 1,664,832 +1,187,980 +249%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$117M 1,387,164 +18,419 +1%
Wealth Enhancement Advisory Services
12
Wealth Enhancement Advisory Services
Minnesota
$96.6M 1,145,245 +65,018 +6%
Wells Fargo
13
Wells Fargo
California
$90.5M 1,073,267 -31,193 -3%
William Blair & Company
14
William Blair & Company
Illinois
$89.4M 1,060,234 +43,920 +4%
Goldman Sachs
15
Goldman Sachs
New York
$84.3M 999,315 +199,686 +25%
MWM
16
Modera Wealth Management
New Jersey
$82.5M 978,165 +76,806 +9%
LSIA
17
LaSalle St. Investment Advisors
Illinois
$77.1M 91,383 +72,090 +374%
AOI
18
Auto-Owners Insurance
Michigan
$72.8M 864,000 – –
Carson Wealth (CWM LLC)
19
Carson Wealth (CWM LLC)
Nebraska
$71.4M 846,748 -93,570 -10%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$70M 830,143 +22,805 +3%
BFEC
21
Benjamin F. Edwards & Company
Missouri
$60.8M 721,476 +38,318 +6%
Corient Private Wealth
22
Corient Private Wealth
Florida
$59M 699,481 +609,238 +675%
RJFSA
23
Raymond James Financial Services Advisors
Florida
$58.5M 693,306 +168,249 +32%
HighTower Advisors
24
HighTower Advisors
Illinois
$54M 640,400 -44,028 -6%
VWM
25
Venturi Wealth Management
Texas
$53.8M 638,457 -187,995 -23%
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