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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 %
BCM
376
BTC Capital Management
Iowa
$491K – – –
VCP
377
Verus Capital Partners
Arizona
$482K +$83K +869 +21%
SM
378
Sweeney & Michel
California
$481K +$12.4K +127 +3%
KHC
379
Koesten Hirschmann & Crabtree
Kansas
$481K -$12.4K -130 -3%
EWM
380
Empirical Wealth Management
Washington
$478K – – –
RA
381
RFG Advisory
Alabama
$470K -$32.1K -336 -6%
TF
382
Tompkins Financial
New York
$466K – – –
EIP
383
Ellis Investment Partners
Pennsylvania
$463K +$1.81K +19 +0.4%
BCM
384
Becker Capital Management
Oregon
$457K – – –
C
385
CEDRUS
Colorado
$456K +$456K +4,773 New
TC
386
TownSquare Capital
Utah
$455K -$286 -3 -0.1%
SCM
387
SOL Capital Management
Maryland
$454K – – –
BFS
388
Bradley Foster & Sargent
Connecticut
$451K – – –
MPW
389
Melone Private Wealth
Michigan
$448K -$8.12K -85 -2%
SFC
390
SYM Financial Corp
Indiana
$448K – – –
CIA
391
Choate Investment Advisors
Massachusetts
$447K – – –
VPIM
392
Vanguard Personalized Indexing Management
California
$446K -$130K -1,363 -23%
WP
393
Wealthspan Partners
Iowa
$446K -$24.1K -252 -5%
WA
394
Wealth Alliance
New York
$443K -$573 -6 -0.1%
EWA
395
Exencial Wealth Advisors
Oklahoma
$440K +$4.49K +47 +1%
CL
396
CIM LLC
New York
$440K – – –
SF
397
Safeguard Financial
Wisconsin
$439K – – –
CCM
398
Cutler Capital Management
Massachusetts
$436K – – –
CAG
399
Csenge Advisory Group
Florida
$433K +$9.8K +102 +2%
CS
400
Cannell & Spears
New York
$431K – – –
14 15
16
17 18