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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.

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
1
Merit Financial Group
Georgia
$204M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$347M
3
Bank of America
3
Bank of America
North Carolina
$5.43B
4
BlackRock
4
BlackRock
New York
$113M
5
Jones Financial Companies
5
Jones Financial Companies
Missouri
$278M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$735M
2
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$44.4M
3
CIM
3
Confluence Investment Management
Missouri
$0
4
UBS Group
4
UBS Group
Switzerland
$150M
5
Goldman Sachs
5
Goldman Sachs
New York
$67M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$5.43B 60,024,660 +1,781,651 +3%
LPL Financial
2
LPL Financial
California
$1.11B 12,296,872 +121,380 +1%
Morgan Stanley
3
Morgan Stanley
New York
$735M 8,123,464 -7,889,042 -49%
BTI
4
Blue Trust Inc
Georgia
$420M 4,638,614 -196,489 -4%
S
5
SignatureFD
Georgia
$384M 4,242,760 +24,734 +0.6%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$347M 3,838,787 +1,985,216 +107%
Jones Financial Companies
7
Jones Financial Companies
Missouri
$278M 3,072,145 +341,959 +13%
AL
8
Aspiriant LLC
California
$249M 2,755,107 +328,238 +14%
MFG
9
Merit Financial Group
Georgia
$204M 2,342,992 +2,340,600 +97,851%
UBS Group
10
UBS Group
Switzerland
$150M 1,654,607 -303,440 -15%
JPMorgan Chase & Co
11
JPMorgan Chase & Co
New York
$148M 1,639,202 -25,630 -2%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$129M 1,431,681 +44,517 +3%
BlackRock
13
BlackRock
New York
$113M 1,249,599 +1,166,520 +1,404%
Wells Fargo
14
Wells Fargo
California
$107M 1,183,877 +110,610 +10%
William Blair & Company
15
William Blair & Company
Illinois
$106M 1,167,368 +107,134 +10%
MWM
16
Modera Wealth Management
New Jersey
$88.4M 977,605 -560 -0.1%
AOI
17
Auto-Owners Insurance
Michigan
$78.2M 864,000 – –
Carson Wealth (CWM LLC)
18
Carson Wealth (CWM LLC)
Nebraska
$72.9M 806,102 -40,646 -5%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$72.6M 802,545 -27,598 -3%
BFEC
20
Benjamin F. Edwards & Company
Missouri
$69.6M 769,867 +48,391 +7%
RJFSA
21
Raymond James Financial Services Advisors
Florida
$67.6M 747,397 +54,091 +8%
Goldman Sachs
22
Goldman Sachs
New York
$67M 741,179 -258,136 -26%
Corient Private Wealth
23
Corient Private Wealth
Florida
$66.4M 733,775 +34,294 +5%
HighTower Advisors
24
HighTower Advisors
Illinois
$64.2M 709,522 +69,122 +11%
VWM
25
Venturi Wealth Management
Texas
$57.2M 632,708 -5,749 -0.9%
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