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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
+$219M
2
BEI
Benjamin Edwards Inc
Missouri
+$78.9M
3
KIM
Kestra Investment Management
Texas
+$77M
4
LPL Financial
LPL Financial
California
+$39.9M
5
Jones Financial Companies
Jones Financial Companies
Missouri
+$36.2M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$35.2M
2
SWM
Scissortail Wealth Management
Oklahoma
-$34.6M
3
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
-$31.7M
4
GFA
Gallagher Fiduciary Advisors
Illinois
-$24.2M
5
AI
Atria Investments
North Carolina
-$23.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
ICP
326
Interchange Capital Partners
Pennsylvania
$807K +$4.2K +44 +0.5%
ODIJL
327
One Day In July LLC
Vermont
$767K +$3.15K +33 +0.4%
VCA
328
Verdence Capital Advisors
Maryland
$756K -$6.3K -66 -0.8%
MWM
329
Mascoma Wealth Management
New Hampshire
$744K -$76.7K -803 -9%
WT
330
Whittier Trust
California
$703K – – –
WC
331
Waterloo Capital
Texas
$685K +$20.3K +213 +3%
DJSG
332
D.J. St. Germain
Massachusetts
$683K – – –
FCM
333
Firestone Capital Management
Florida
$663K -$165K -1,723 -20%
NRI
334
NFP Retirement Inc
California
$642K -$75K -786 -10%
HPM
335
Hoxton Planning & Management
West Virginia
$641K -$12.5K -131 -2%
RW
336
Regimen Wealth
Georgia
$628K +$3.82K +40 +0.6%
GIA
337
Gladstone Institutional Advisory
Florida
$628K -$12.2K -128 -2%
MGIA
338
Moneta Group Investment Advisors
Missouri
$627K -$20.3K -213 -3%
SWM
339
SeaCrest Wealth Management
New York
$616K – – –
FCG
340
Fielder Capital Group
Tennessee
$616K +$229K +2,395 +59%
DADC
341
D.A. Davidson & Co
Montana
$611K -$4.78K -50 -0.8%
IC
342
IEQ Capital
California
$609K +$764 +8 +0.1%
MWM
343
Meridian Wealth Management
Kentucky
$608K +$608K +6,372 New
QCM
344
Quantinno Capital Management
New York
$604K – – –
PA
345
Parallel Advisors
California
$595K – – –
JWCA
346
J.W. Cole Advisors
Florida
$588K -$30.7K -321 -5%
OSAM
347
O'Shaughnessy Asset Management
Connecticut
$587K -$31.6K -327 -5%
ESB
348
Essex Savings Bank
Connecticut
$585K – – –
AWM
349
Apollon Wealth Management
South Carolina
$574K +$574K +6,006 New
TCA
350
Transcend Capital Advisors
New Jersey
$572K +$127K +1,334 +29%
12 13
14
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