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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 %
GIA
326
Gladstone Institutional Advisory
Florida
$591K +$3.61K +41 +0.6%
RW
327
Regimen Wealth
Georgia
$576K -$18.5K -210 -3%
JWCA
328
J.W. Cole Advisors
Florida
$571K -$113K -1,281 -17%
SWM
329
SeaCrest Wealth Management
New York
$569K +$180K +2,041 +46%
DADC
330
D.A. Davidson & Co
Montana
$568K -$46.7K -530 -8%
D
331
Dentgroup
Louisiana
$567K +$567K +6,439 New
LSPW
332
Lake Street Private Wealth
Illinois
$565K -$1.5K -17 -0.3%
RVPG
333
Relative Value Partners Group
$565K +$565K +6,412 New
OSAM
334
O'Shaughnessy Asset Management
Connecticut
$564K +$31.4K +356 +6%
IC
335
IEQ Capital
California
$561K +$793 +9 +0.1%
QCM
336
Quantinno Capital Management
New York
$558K – – –
PA
337
Parallel Advisors
California
$549K +$9.87K +112 +2%
PO
338
Private Ocean
California
$542K +$529 +6 +0.1%
ESB
339
Essex Savings Bank
Connecticut
$540K – – –
GSEP
340
Golden State Equity Partners
California
$538K +$538K +6,110 New
VPIM
341
Vanguard Personalized Indexing Management
California
$532K +$48.1K +546 +10%
VFG
342
Victory Financial Group
Texas
$530K +$151K +1,708 +40%
PCIA
343
Prime Capital Investment Advisors
Kansas
$525K -$82.3K -934 -14%
RBC
344
Roble Belko & Company
Pennsylvania
$517K – – –
SL
345
SWMG LLC
Texas
$517K +$3.7K +42 +0.7%
GWAG
346
Garrett Wealth Advisory Group
Texas
$516K +$516K +5,854 New
FA
347
Flagstar Advisors
New York
$510K -$705 -8 -0.1%
SFS
348
Strategic Financial Services
New York
$505K -$356K -4,034 -41%
CIM
349
Confluence Investment Management
Missouri
$499K +$499K +5,662 New
DCM
350
DGS Capital Management
New Jersey
$498K +$159K +1,802 +47%
12 13
14
15 16