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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 %
PIN
351
Prudent Investors Network
California
$492K – – –
AC
352
AWM Capital
Arizona
$489K +$30.7K +348 +7%
MCM
353
MAI Capital Management
Ohio
$489K +$6.96K +79 +1%
HGA
354
Hobbs Group Advisors
South Carolina
$486K +$486K +5,517 New
BFWM
355
Bright Futures Wealth Management
New York
$480K – – –
VFA
356
Valeo Financial Advisors
Indiana
$477K -$1.15K -13 -0.2%
BFA
357
Beaumont Financial Advisors
Massachusetts
$475K – – –
GAB
358
German American Bancorp
Indiana
$470K – – –
OPS
359
Orion Portfolio Solutions
Nebraska
$469K – – –
BCI
360
Brinker Capital Investments
Pennsylvania
$469K – – –
KHC
361
Koesten Hirschmann & Crabtree
Kansas
$467K – – –
FAM
362
Forte Asset Management
New York
$466K – – –
RA
363
RFG Advisory
Alabama
$463K +$39.8K +452 +9%
FFP
364
FourThought Financial Partners
Florida
$456K – – –
CWP
365
Cyndeo Wealth Partners
Florida
$455K +$617 +7 +0.1%
RFA
366
RTD Financial Advisors
Pennsylvania
$455K +$455K +5,165 New
Pathstone Holdings
367
Pathstone Holdings
New Jersey
$454K -$389K -4,410 -46%
LL
368
LWMG LLC
Minnesota
$453K +$353 +4 +0.1%
BCM
369
BTC Capital Management
Iowa
$453K – – –
EWM
370
Empirical Wealth Management
Washington
$442K +$442K +5,010 New
SI
371
Stephens Inc
Arkansas
$439K +$99.1K +1,125 +29%
WP
372
Wealthspan Partners
Iowa
$434K -$18.9K -215 -4%
CL
373
CIM LLC
New York
$430K -$37.2K -399 -8%
TF
374
Tompkins Financial
New York
$430K – – –
FTS
375
Fifth Third Securities
Ohio
$429K -$16.8K -191 -4%
13 14
15
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