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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 %
NAS
451
Nicolet Advisory Services
Wisconsin
$281K – – –
WAP
452
Wealthcare Advisory Partners
Pennsylvania
$279K +$1.76K +20 +0.6%
HWM
453
HB Wealth Management
Georgia
$275K – – –
WS
454
Wedbush Securities
California
$274K +$71.1K +807 +35%
ADL
455
Asset Dedication LLC
California
$267K +$88 +1 +0%
FTDI
456
First Trust Direct Indexing
Massachusetts
$265K -$11.4K -129 -4%
CIA
457
Compass Ion Advisors
Pennsylvania
$265K – – –
BSSFA
458
Baron Silver Stevens Financial Advisors
Florida
$264K +$57.5K +652 +28%
SRCM
459
Signature Resources Capital Management
California
$263K -$5.2K -59 -2%
VP
460
Verum Partners
North Carolina
$260K – – –
DWP
461
Daymark Wealth Partners
Ohio
$256K +$2.82K +32 +1%
CWP
462
Curated Wealth Partners
California
$256K +$256K +2,900 New
BMMM
463
Boston Mountain Money Management
Arkansas
$255K – – –
BO
464
Bank OZK
Arkansas
$254K – – –
WANY
465
Wealthspire Advisors (New York)
New York
$254K +$53.5K +607 +27%
Empower Advisory Group
466
Empower Advisory Group
Colorado
$252K +$252K +2,854 New
NCFG
467
New Century Financial Group
New Jersey
$251K +$251K +2,847 New
TC
468
TAP Consulting
Missouri
$251K +$1.15K +13 +0.5%
HWMA
469
Heritage Wealth Management (Arizona)
Arizona
$250K – – –
HFO
470
Heritage Family Offices
Arizona
$250K +$250K +2,832 New
E3F
471
Eight 31 Financial
Texas
$249K -$6.96K -79 -3%
OWA
472
Octavia Wealth Advisors
Ohio
$248K -$51.9K -589 -17%
Bank of New York Mellon
473
Bank of New York Mellon
New York
$247K +$247K +2,808 New
WCAMG
474
Woodard & Company Asset Management Group
North Carolina
$247K – – –
LFA
475
Lauterbach Financial Advisors
Texas
$247K -$23.6K -261 -9%
17 18
19
20 21