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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 %
YIH
426
Y-Intercept (HK)
Hong Kong
$372K +$372K +3,891 New
TW
427
TritonPoint Wealth
Maryland
$370K – – –
UWPG
428
Ullmann Wealth Partners Group
Florida
$365K +$668 +7 +0.2%
CG
429
Clifford Group
Massachusetts
$365K – – –
XF
430
XML Financial
Maryland
$362K +$35.4K +371 +11%
SC
431
Scotia Capital
Ontario, Canada
$361K – – –
LI
432
LRI Investments
Florida
$359K – – –
Qube Research & Technologies (QRT)
433
Qube Research & Technologies (QRT)
United Kingdom
$359K +$182K +1,906 +103%
ZB
434
Zions Bancorporation
Utah
$356K – – –
LIM
435
Leavell Investment Management
Alabama
$355K +$118K +1,240 +50%
CIC
436
Carnegie Investment Counsel
Ohio
$354K – – –
MWM
437
Merriman Wealth Management
Washington
$353K +$353K +3,701 New
RWP
438
Ridgecrest Wealth Partners
California
$353K – – –
CT
439
Colonial Trust
South Carolina
$352K – – –
PFG
440
Peterson Financial Group
Iowa
$352K +$1.05K +11 +0.3%
MGAM
441
McGowan Group Asset Management
Texas
$352K +$2.2K +23 +0.6%
KAM
442
Kraft Asset Management
Tennessee
$348K – – –
CWM
443
Congress Wealth Management
Massachusetts
$347K – – –
National Bank of Canada
444
National Bank of Canada
Quebec, Canada
$347K +$2.87K +30 +0.8%
PCM
445
Parsons Capital Management
Rhode Island
$342K – – –
CAM
446
CPA Asset Management
Florida
$341K – – –
FRA
447
Front Row Advisors
California
$340K -$13.2K -138 -4%
JIC
448
Joel Isaacson & Co
New York
$339K – – –
EWA
449
Encompass Wealth Advisors
Oregon
$335K – – –
Bessemer Group
450
Bessemer Group
New Jersey
$335K – – –
16 17
18
19 20