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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 %
EIP
376
Ellis Investment Partners
Pennsylvania
$425K +$1.32K +15 +0.3%
BMCM
377
Bryn Mawr Capital Management
Pennsylvania
$425K – – –
FPGK
378
Financial Partners Group (Kansas)
Kansas
$425K +$425K +4,823 New
SM
379
Sweeney & Michel
California
$423K +$2.02K +23 +0.5%
BCM
380
Becker Capital Management
Oregon
$422K – – –
MPW
381
Melone Private Wealth
Michigan
$421K -$6.35K -72 -1%
TC
382
TownSquare Capital
Utah
$420K +$420K +4,769 New
SCM
383
SOL Capital Management
Maryland
$419K -$2.65K -30 -0.6%
BFS
384
Bradley Foster & Sargent
Connecticut
$417K – – –
PPWP
385
Premier Path Wealth Partners
New Jersey
$416K -$154K -1,743 -27%
SFC
386
SYM Financial Corp
Indiana
$413K – – –
CIA
387
Choate Investment Advisors
Massachusetts
$413K +$16.3K +185 +4%
IAG
388
Investment Advisory Group
Massachusetts
$412K – – –
TCA
389
Transcend Capital Advisors
New Jersey
$410K +$129K +1,467 +46%
WA
390
Wealth Alliance
New York
$410K +$18.7K +212 +5%
Bank of Montreal
391
Bank of Montreal
Ontario, Canada
$406K -$15.9K -180 -4%
SF
392
Safeguard Financial
Wisconsin
$405K – – –
CCM
393
Cutler Capital Management
Massachusetts
$402K +$1.5K +17 +0.4%
EWA
394
Exencial Wealth Advisors
Oklahoma
$402K +$5.99K +68 +2%
BOM
395
Bank of Marin
California
$399K -$353K -4,001 -47%
CS
396
Cannell & Spears
New York
$398K – – –
TPWA
397
TRUE Private Wealth Advisors
Oregon
$393K -$6.43K -73 -2%
CAG
398
Csenge Advisory Group
Florida
$388K +$23.8K +270 +7%
BW
399
BIP Wealth
Georgia
$387K -$73.2K -830 -16%
TIAA Trust, National Association
400
TIAA Trust, National Association
North Carolina
$387K -$34.3K -389 -8%
14 15
16
17 18