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

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$32.4M
2
SWM
Scissortail Wealth Management
Oklahoma
$209K
3
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$41.4M
4
GFA
Gallagher Fiduciary Advisors
Illinois
$10.9M
5
AI
Atria Investments
North Carolina
$17.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
Kovitz Investment Group Partners
251
Kovitz Investment Group Partners
Illinois
$1.6M +$106K +1,184 +7%
QP
252
Quartz Partners
New York
$1.58M +$1.58M +16,575 New
TVAMP
253
Tennessee Valley Asset Management Partners
Tennessee
$1.58M -$73.8K -773 -4%
FFA
254
Farther Finance Advisors
California
$1.56M -$66.7K -698 -4%
Millennium Management
255
Millennium Management
New York
$1.53M +$152K +1,596 +11%
LGWM
256
Litman Gregory Wealth Management
California
$1.48M – – –
CG
257
CFO4Life Group
Texas
$1.47M – – –
SFG
258
Sovereign Financial Group
Connecticut
$1.46M -$25.4K -266 -2%
1WM
259
1900 Wealth Management
Texas
$1.46M -$122K -1,280 -8%
GWAG
260
Garrett Wealth Advisory Group
Texas
$1.46M +$896K +9,384 +160%
Citadel Advisors
261
Citadel Advisors
Florida
$1.45M +$812K +8,504 +127%
DIA
262
Dean Investment Associates
Ohio
$1.43M – – –
LSA
263
Lansing Street Advisors
Pennsylvania
$1.41M +$7.64K +80 +0.5%
BPA
264
Beacon Pointe Advisors
California
$1.4M +$25.1K +263 +2%
SFA
265
Sequoia Financial Advisors
Ohio
$1.34M +$8.5K +89 +0.6%
W
266
Wealthquest
Ohio
$1.31M -$4.09K -43 -0.3%
LOIM
267
Liberty One Investment Management
Illinois
$1.3M +$15.3K +160 +1%
CFO
268
Collective Family Office
Pennsylvania
$1.27M -$16.1K -169 -1%
MCA
269
Maryland Capital Advisors
Maryland
$1.26M -$477 -5 -0%
PA
270
Prism Advisors
California
$1.26M – – –
S
271
Sachetta
Massachusetts
$1.26M +$19K +199 +2%
NCM
272
Next Capital Management
New York
$1.24M +$28.7K +301 +2%
EWM
273
Evermay Wealth Management
Virginia
$1.24M -$40.6K -425 -3%
PFM
274
Phillips Financial Management
Indiana
$1.23M – – –
ATC
275
Argent Trust Co
Tennessee
$1.23M +$152K +1,589 +14%
9 10
11
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