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iShares Core S&P US Value ETF
IUSV

Overview Fund Activity

678 hedge funds and large institutions have $15.2B invested in iShares Core S&P US Value ETF in 2024 Q3 according to their latest regulatory filings, with 77 funds opening new positions, 241 increasing their positions, 205 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
678
Holders Change
+34
Holders Change %
+5.28%
% of All Funds
9.81%
Holding in Top 10
45
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+9.76%
% of All Funds
0.65%
New
77
Increased
241
Reduced
205
Closed
34
Calls
$267K
Puts
$191K
Net Calls
+$76K
Net Calls Change
+$76K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$6.26B
2
BEI
2
Benjamin Edwards Inc
Missouri
$79.7M
3
KIM
3
Kestra Investment Management
Texas
$222M
4
LPL Financial
4
LPL Financial
California
$1.27B
5
Jones Financial Companies
5
Jones Financial Companies
Missouri
$370M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$32.4M
2
SWM
2
Scissortail Wealth Management
Oklahoma
$209K
3
Focus Partners Wealth
3
Focus Partners Wealth
Massachusetts
$41.4M
4
GFA
4
Gallagher Fiduciary Advisors
Illinois
$10.9M
5
AI
5
Atria Investments
North Carolina
$17.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
MSAM
226
Moloney Securities Asset Management
Missouri
$2.22M -$59.7K -625 -3%
SLA
227
Silver Lake Advisory
Utah
$2.15M +$55.6K +582 +3%
GWM
228
Geneos Wealth Management
Colorado
$2.12M -$110K -1,156 -5%
CG
229
Caprock Group
Idaho
$2.11M +$2.11M +22,082 New
MA
230
Montag & Associates
Georgia
$2.1M +$27.6K +289 +1%
1CP
231
17 Capital Partners
Arizona
$2.09M +$112K +1,173 +6%
CFA
232
Cahill Financial Advisors
Minnesota
$2.03M +$40.2K +421 +2%
GVAG
233
Great Valley Advisor Group
Delaware
$2M +$902K +9,445 +82%
Financial Engines Advisors
234
Financial Engines Advisors
California
$2M -$406K -4,256 -17%
LFS
235
Legacy Financial Strategies
Kansas
$1.98M – – –
RWP
236
RWA Wealth Partners
Massachusetts
$1.96M -$45.2K -473 -2%
TPW
237
TL Private Wealth
Texas
$1.95M -$411K -4,346 -17%
HP
238
Holistic Planning
Texas
$1.94M +$477 +5 +0%
SPI
239
Sutton Place Investors
New York
$1.93M +$11.7K +123 +0.6%
CAG
240
Crestwood Advisors Group
Massachusetts
$1.92M -$36.4K -381 -2%
OAM
241
Occidental Asset Management
California
$1.88M +$987K +10,341 +111%
FHC
242
First Heartland Consultants
Missouri
$1.83M -$54.2K -568 -3%
SC
243
Syon Capital
California
$1.83M -$37.1K -388 -2%
NFG
244
Nations Financial Group
Iowa
$1.8M -$8.98K -94 -0.5%
VAM
245
Verity Asset Management
North Carolina
$1.67M +$143K +1,502 +9%
GL
246
Graypoint LLC
New York
$1.66M -$7.54K -79 -0.5%
TWM
247
TriaGen Wealth Management
California
$1.66M – – –
PA
248
PFG Advisors
Arizona
$1.65M +$7.16K +75 +0.4%
CHJWM
249
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.62M +$18.4K +195 +1%
Northern Trust
250
Northern Trust
Illinois
$1.6M -$464K -4,856 -22%
8 9
10
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