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iShares Core S&P US Value ETF
IUSV

Overview Fund Activity

715 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, 267 increasing their positions, 204 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
715
Holders Change
+37
Holders Change %
+5.46%
% of All Funds
9.52%
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
267
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 %
SPI
251
Sutton Place Investors
New York
$1.87M – – –
EIP
252
Easterly Investment Partners
Massachusetts
$1.85M +$1.85M +19,986 New
TPW
253
TL Private Wealth
Texas
$1.85M -$84.7K -905 -4%
GVAG
254
Great Valley Advisor Group
Delaware
$1.82M -$123K -1,330 -6%
FHC
255
First Heartland Consultants
Missouri
$1.79M +$11.5K +124 +0.6%
NFG
256
Nations Financial Group
Iowa
$1.71M -$28.9K -312 -2%
SC
257
Syon Capital
California
$1.71M -$62.6K -676 -4%
FFA
258
Farther Finance Advisors
California
$1.7M +$189K +2,045 +13%
CHJWM
259
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.67M +$33.4K +350 +2%
MCA
260
Magnolia Capital Advisors
Mississippi
$1.67M +$696K +7,520 +72%
HP
261
Holistic Planning
Texas
$1.62M -$269K -2,905 -14%
PA
262
PFG Advisors
Arizona
$1.61M +$10.7K +116 +0.7%
TWM
263
TriaGen Wealth Management
California
$1.61M -$1.02K -11 -0.1%
BBL
264
Beck Bode LLC
Massachusetts
$1.59M -$667K -7,208 -30%
Jane Street
265
Jane Street
New York
$1.54M +$1.54M +16,677 New
ASN
266
Advisory Services Network
Georgia
$1.52M -$7.85M -84,809 -84%
Northern Trust
267
Northern Trust
Illinois
$1.44M -$113K -1,219 -7%
LOIM
268
Liberty One Investment Management
Illinois
$1.44M +$172K +1,858 +14%
SFG
269
Sovereign Financial Group
Connecticut
$1.43M +$13.9K +150 +1%
CG
270
CFO4Life Group
Texas
$1.43M – – –
BPA
271
Beacon Pointe Advisors
California
$1.37M +$10.6K +114 +0.8%
1WM
272
1900 Wealth Management
Texas
$1.37M -$50.7K -548 -4%
LGWM
273
Litman Gregory Wealth Management
California
$1.31M -$126K -1,364 -9%
SFA
274
Sequoia Financial Advisors
Ohio
$1.29M -$5.74K -62 -0.4%
IWB
275
Innovative Wealth Building
Maryland
$1.28M +$1.28M +13,849 New
9 10
11
12 13