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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 %
CA
351
Claro Advisors
Massachusetts
$563K -$289K -3,024 -34%
WB
352
WesBanco Bank
West Virginia
$561K +$561K +5,877 New
RBC
353
Roble Belko & Company
Pennsylvania
$560K – – –
PCIA
354
Prime Capital Investment Advisors
Kansas
$555K -$14K -147 -2%
FA
355
Flagstar Advisors
New York
$554K +$1.53K +16 +0.3%
TIAA Trust, National Association
356
TIAA Trust, National Association
North Carolina
$547K +$128K +1,341 +31%
SL
357
SWMG LLC
Texas
$536K -$36.7K -375 -6%
PIN
358
Prudent Investors Network
California
$533K – – –
SFS
359
Strategic Financial Services
New York
$532K -$15.4K -161 -3%
AC
360
AWM Capital
Arizona
$530K – – –
MCM
361
MAI Capital Management
Ohio
$529K -$95 -1 -0%
HGA
362
Hobbs Group Advisors
South Carolina
$527K +$191 +2 +0%
DCM
363
DGS Capital Management
New Jersey
$518K -$21.7K -227 -4%
BFA
364
Beaumont Financial Advisors
Massachusetts
$514K – – –
GAB
365
German American Bancorp
Indiana
$510K – – –
FAM
366
Forte Asset Management
New York
$505K – – –
BFWM
367
Bright Futures Wealth Management
New York
$505K – – –
EFS
368
Essex Financial Services
Connecticut
$498K -$598K -6,224 -55%
RFA
369
RTD Financial Advisors
Pennsylvania
$496K +$3.06K +32 +0.6%
Pathstone Holdings
370
Pathstone Holdings
New Jersey
$494K +$2.48K +26 +0.5%
AWM
371
AE Wealth Management
Kansas
$494K +$79.3K +830 +19%
CWP
372
Cyndeo Wealth Partners
Florida
$494K +$764 +8 +0.2%
FFP
373
FourThought Financial Partners
Florida
$494K – – –
AQR Capital Management
374
AQR Capital Management
Connecticut
$492K +$492K +5,150 New
LL
375
LWMG LLC
Minnesota
$491K +$477 +5 +0.1%
13 14
15
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