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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 %
TWA
301
Talisman Wealth Advisors
New Jersey
$816K +$11.8K +134 +1%
EFL
302
ERn Financial LLC
Wisconsin
$807K -$33.1K -376 -4%
BRWA
303
B. Riley Wealth Advisors
Florida
$789K -$29.3K -332 -4%
CA
304
Claro Advisors
Massachusetts
$786K +$325K +3,682 +70%
BWM
305
Boyd Wealth Management
California
$782K +$71.8K +815 +10%
BWCS
306
Beirne Wealth Consulting Services
Connecticut
$766K +$175K +1,988 +30%
FCM
307
Firestone Capital Management
Florida
$764K – – –
MWM
308
Mascoma Wealth Management
New Hampshire
$758K -$255K -2,893 -25%
WHCFA
309
William Howard & Co Financial Advisors
Tennessee
$751K – – –
FTUS
310
Flow Traders U.S.
New York
$749K +$749K +8,497 New
PFA
311
Pure Financial Advisors
California
$741K -$5.46K -62 -0.7%
ICP
312
Interchange Capital Partners
Pennsylvania
$741K +$3.17K +36 +0.4%
ODIJL
313
One Day In July LLC
Vermont
$705K +$6.79K +77 +1%
VCA
314
Verdence Capital Advisors
Maryland
$704K +$2.12K +24 +0.3%
AEPWM
315
Atlantic Edge Private Wealth Management
Florida
$686K -$170K -1,925 -20%
BEI
316
Benjamin Edwards Inc
Missouri
$680K +$75.7K +859 +13%
UWS
317
Unique Wealth Strategies
Illinois
$668K – – –
NRI
318
NFP Retirement Inc
California
$662K – – –
WT
319
Whittier Trust
California
$649K – – –
CFS
320
Coordinated Financial Services
Colorado
$647K -$26.1K -296 -4%
DJSG
321
D.J. St. Germain
Massachusetts
$630K – – –
WC
322
Waterloo Capital
Texas
$614K -$55.8K -633 -8%
HPM
323
Hoxton Planning & Management
West Virginia
$603K +$35.3K +400 +6%
MGIA
324
Moneta Group Investment Advisors
Missouri
$597K -$881 -10 -0.1%
Citadel Advisors
325
Citadel Advisors
Florida
$592K +$592K +6,713 New
11 12
13
14 15