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iShares Core S&P US Value ETF
IUSV

Overview Fund Activity

716 hedge funds and large institutions have $16B invested in iShares Core S&P US Value ETF in 2024 Q4 according to their latest regulatory filings, with 98 funds opening new positions, 268 increasing their positions, 204 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
716
Holders Change
+38
Holders Change %
+5.6%
% of All Funds
9.53%
Holding in Top 10
51
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+13.33%
% of All Funds
0.68%
New
98
Increased
268
Reduced
204
Closed
44
Calls
$269K
Puts
–
Net Calls
+$269K
Net Calls Change
+$193K

Top Buyers

1
Bank of America
Bank of America
North Carolina
$6.63B
2
Morgan Stanley
Morgan Stanley
New York
$857M
3
AOI
Auto-Owners Insurance
Michigan
$125M
4
LPL Financial
LPL Financial
California
$1.28B
5
Jones Financial Companies
Jones Financial Companies
Missouri
$399M

Top Sellers

1
Koshinski Asset Management
Koshinski Asset Management
Illinois
$333M
2
MFG
Merit Financial Group
Georgia
$167M
3
Corient Private Wealth
Corient Private Wealth
Florida
$29.1M
4
VWM
Venturi Wealth Management
Texas
$64.4M
5
BTI
Blue Trust Inc
Georgia
$431M
Name Holding Trade Value Shares
Change 		Shares
Change %
ZIC
226
ZWJ Investment Counsel
Georgia
$2.29M -$49.4K -534 -2%
VFIC
227
Valley Forge Investment Consultants
Pennsylvania
$2.28M +$13.4K +145 +0.6%
LPP
228
Life Planning Partners
Florida
$2.27M – – –
SPIA
229
Steward Partners Investment Advisory
New York
$2.24M -$58.1K -628 -3%
CPW
230
Catalyst Private Wealth
California
$2.22M +$37.7K +407 +2%
MSAM
231
Moloney Securities Asset Management
Missouri
$2.22M +$63.5K +686 +3%
RIA
232
Regal Investment Advisors
Michigan
$2.22M -$38.8K -419 -2%
PFS
233
Prospera Financial Services
Texas
$2.21M -$28.3K -306 -1%
M
234
MATAURO
New York
$2.19M +$2.19M +23,698 New
NAS
235
NWF Advisory Services
California
$2.15M +$2.15M +23,261 New
PTC
236
Private Trust Company
Ohio
$2.14M -$404K -4,363 -16%
WWM
237
Western Wealth Management
Colorado
$2.14M -$32.4K -350 -1%
XPN
238
XY Planning Network
Montana
$2.1M +$2.1M +22,729 New
SLA
239
Silver Lake Advisory
Utah
$2.1M +$16.7K +180 +0.8%
CG
240
Caprock Group
Idaho
$2.06M +$18.5K +200 +0.9%
CAG
241
Crestwood Advisors Group
Massachusetts
$2.03M +$165K +1,786 +9%
CFA
242
Cahill Financial Advisors
Minnesota
$2.01M +$49.9K +539 +3%
MA
243
Montag & Associates
Georgia
$2.01M -$25.8K -279 -1%
RWP
244
RWA Wealth Partners
Massachusetts
$1.93M +$31.9K +344 +2%
GWM
245
Geneos Wealth Management
Colorado
$1.93M -$126K -1,364 -6%
GAM
246
Gotham Asset Management
New York
$1.93M +$1M +10,818 +108%
LFS
247
Legacy Financial Strategies
Kansas
$1.91M -$92 -1 -0%
SWC
248
Spectrum Wealth Counsel
Indiana
$1.89M -$932K -10,070 -33%
MWS
249
MFA Wealth Services
California
$1.89M +$1.89M +20,428 New
BP
250
Ballentine Partners
Massachusetts
$1.89M +$1.89M +20,365 New
8 9
10
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