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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 %
BWM
301
Boyd Wealth Management
California
$963K +$115K +1,206 +14%
OCPWS
302
One Charles Private Wealth Services
Massachusetts
$957K – – –
GAM
303
Gotham Asset Management
New York
$954K +$954K +9,987 New
SCM
304
Seascape Capital Management
New Hampshire
$953K – – –
SWA
305
Stratos Wealth Advisors
Ohio
$935K +$19K +199 +2%
CB
306
Commerce Bank
Missouri
$932K – – –
EAM
307
Empirical Asset Management
Massachusetts
$931K – – –
MMPW
308
Mitchell McLeod Pugh & Williams
Alabama
$910K +$2.39K +25 +0.3%
NL
309
NWAM LLC
Washington
$909K +$909K +9,517 New
BWCS
310
Beirne Wealth Consulting Services
Connecticut
$893K +$63.6K +666 +8%
TWA
311
Talisman Wealth Advisors
New Jersey
$884K +$2.48K +26 +0.3%
WANY
312
Wealthspire Advisors (New York)
New York
$872K +$597K +6,248 +217%
RWRC
313
R.W. Roge & Company
New York
$870K -$22.1K -232 -2%
PIA
314
Perennial Investment Advisors
California
$865K -$48.4K -507 -5%
GSEP
315
Golden State Equity Partners
California
$862K +$278K +2,915 +48%
BRWA
316
B. Riley Wealth Advisors
Florida
$855K +$382 +4 +0%
OPS
317
Orion Portfolio Solutions
Nebraska
$842K +$335K +3,504 +66%
BCI
318
Brinker Capital Investments
Pennsylvania
$842K +$335K +3,504 +66%
D.E. Shaw & Co
319
D.E. Shaw & Co
New York
$841K -$2.87M -30,004 -77%
LF
320
Lantz Financial
Illinois
$827K +$827K +8,665 New
PFA
321
Pure Financial Advisors
California
$825K +$21.8K +228 +3%
EFL
322
ERn Financial LLC
Wisconsin
$825K -$49.3K -516 -6%
Envestnet Portfolio Solutions
323
Envestnet Portfolio Solutions
Illinois
$822K -$2.42M -25,301 -75%
D
324
Dentgroup
Louisiana
$814K +$199K +2,087 +32%
WHCFA
325
William Howard & Co Financial Advisors
Tennessee
$814K – – –
11 12
13
14 15