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iShares Core S&P US Value ETF
IUSV

Overview Fund Activity

644 hedge funds and large institutions have $13.6B invested in iShares Core S&P US Value ETF in 2024 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 233 increasing their positions, 199 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
644
Holders Change
+13
Holders Change %
+2.06%
% of All Funds
9.37%
Holding in Top 10
41
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-8.89%
% of All Funds
0.6%
New
67
Increased
233
Reduced
199
Closed
45
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$288M
2
CNBT
Canandaigua National Bank & Trust
New York
+$57.1M
3
LPL Financial
LPL Financial
California
+$56.2M
4
Morgan Stanley
Morgan Stanley
New York
+$40.2M
5
Jones Financial Companies
Jones Financial Companies
Missouri
+$38.1M

Top Sellers

1
Allianz Asset Management
Allianz Asset Management
Germany
-$9.65M
2
EWA
ERTS Wealth Advisors
Michigan
-$8.9M
3
SWM
Scissortail Wealth Management
Oklahoma
-$8.4M
4
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$7.07M
5
FAIM
Financial Advocates Investment Management
Washington
-$6.14M
Name Holding Trade Value Shares
Change 		Shares
Change %
DIA
251
Dean Investment Associates
Ohio
$1.32M – – –
LSA
252
Lansing Street Advisors
Pennsylvania
$1.3M +$5.55K +63 +0.4%
Millennium Management
253
Millennium Management
New York
$1.28M +$905K +10,271 +244%
BPA
254
Beacon Pointe Advisors
California
$1.27M +$60.7K +689 +5%
WFA
255
Wellspring Financial Advisors
Ohio
$1.25M +$1.25M +14,223 New
SFA
256
Sequoia Financial Advisors
Ohio
$1.23M -$56.8K -644 -4%
W
257
Wealthquest
Ohio
$1.22M -$9.34K -106 -0.8%
NWM
258
Northwest Wealth Management
Iowa
$1.2M -$3K -34 -0.2%
S
259
Sachetta
Massachusetts
$1.19M -$41.3K -448 -3%
CFO
260
Collective Family Office
Pennsylvania
$1.19M -$8.37K -95 -0.7%
LOIM
261
Liberty One Investment Management
Illinois
$1.19M +$530K +6,020 +81%
EWM
262
Evermay Wealth Management
Virginia
$1.18M -$33K -375 -3%
TWC
263
TD Waterhouse Canada
Ontario, Canada
$1.18M +$587K +6,675 +100%
MCA
264
Maryland Capital Advisors
Maryland
$1.16M +$705 +8 +0.1%
PA
265
Prism Advisors
California
$1.16M – – –
CL
266
Choreo LLC
Illinois
$1.16M +$173K +1,977 +18%
PFM
267
Phillips Financial Management
Indiana
$1.14M -$91.5K -1,038 -7%
EWA
268
Elevate Wealth Advisory
Georgia
$1.13M -$65.5K -743 -5%
NFP
269
Narus Financial Partners
Utah
$1.13M +$1.32K +15 +0.1%
FA
270
Fortis Advisors
Pennsylvania
$1.13M +$5.46K +62 +0.5%
NCM
271
Next Capital Management
New York
$1.12M +$137K +1,559 +14%
WA
272
Waverly Advisors
Alabama
$1.11M -$1.67K -19 -0.2%
CFG
273
Carr Financial Group
Massachusetts
$1.08M -$18.2K -206 -2%
BWM
274
Brickley Wealth Management
California
$1.06M – – –
EFS
275
Essex Financial Services
Connecticut
$1.02M +$24.4K +272 +2%
9 10
11
12 13