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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 %
SHGA
276
Sand Hill Global Advisors
California
$1.02M +$1.02M +11,604 New
GVAG
277
Great Valley Advisor Group
Delaware
$1.01M +$403K +4,571 +66%
PG
278
Patten Group
Tennessee
$1.01M +$57K +647 +6%
ATC
279
Argent Trust Co
Tennessee
$994K +$31.9K +362 +3%
CAM
280
Cozad Asset Management
Illinois
$975K – – –
Lido Advisors
281
Lido Advisors
California
$954K +$14.3K +162 +2%
PW
282
Peninsula Wealth
California
$952K +$735K +8,160 +339%
MCA
283
Magnolia Capital Advisors
Mississippi
$931K +$931K +10,567 New
JWA
284
JFS Wealth Advisors
Pennsylvania
$923K – – –
WFA
285
WMG Financial Advisors
Tennessee
$895K +$510K +5,785 +132%
CCM
286
Coldstream Capital Management
Washington
$891K – – –
Susquehanna International Group
287
Susquehanna International Group
Pennsylvania
$887K +$617K +7,006 +229%
OCPWS
288
One Charles Private Wealth Services
Massachusetts
$884K -$9.96K -113 -1%
EAM
289
Empirical Asset Management
Massachusetts
$881K +$881K +284,606 New
SCM
290
Seascape Capital Management
New Hampshire
$879K – – –
HNB
291
Huntington National Bank
Ohio
$872K -$45.9K -521 -5%
WG
292
Watchman Group
Texas
$868K -$90.8K -1,030 -9%
CB
293
Commerce Bank
Missouri
$860K – – –
WPC
294
White Pine Capital
Minnesota
$855K +$8.37K +95 +1%
SWA
295
Stratos Wealth Advisors
Ohio
$846K +$43.6K +495 +5%
PIA
296
Perennial Investment Advisors
California
$843K +$184K +2,084 +28%
MMPW
297
Mitchell McLeod Pugh & Williams
Alabama
$837K – – –
Thrivent Financial for Lutherans
298
Thrivent Financial for Lutherans
Minnesota
$825K +$61.2K +694 +8%
RWRC
299
R.W. Roge & Company
New York
$823K -$440 -5 -0.1%
OAM
300
Occidental Asset Management
California
$820K -$921K -10,455 -53%
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12
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