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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 %
LOIP
451
Live Oak Investment Partners
Texas
$330K -$42.5K – –
AWAP
452
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$329K +$478 +5 +0.1%
D
453
Diversified
Delaware
$326K +$76.2K +798 +31%
DE
454
Diversified Enterprises
Delaware
$326K +$326K +3,410 New
APW
455
Austin Private Wealth
Texas
$319K +$4.87K +51 +2%
NGA
456
Naples Global Advisors
Florida
$318K – – –
BCA
457
Bay Colony Advisors
Massachusetts
$314K +$4.49K +47 +1%
RJT
458
Raymond James Trust
Florida
$314K -$32.8K -344 -9%
PP
459
Patten & Patten
Tennessee
$307K -$9.55K -100 -3%
AP
460
Appleton Partners
Massachusetts
$307K -$62.1K -650 -17%
RRA
461
Round Rock Advisors
Connecticut
$306K – – –
WS
462
Wedbush Securities
California
$306K +$8.51K +89 +3%
EI
463
Ellevest Inc
New York
$303K +$303K +3,176 New
HWM
464
HB Wealth Management
Georgia
$298K +$477 +5 +0.2%
SHFA
465
SC&H Financial Advisors
Maryland
$295K -$29.3K -307 -9%
FTDI
466
First Trust Direct Indexing
Massachusetts
$294K +$6.78K +71 +2%
WAP
467
Wealthcare Advisory Partners
Pennsylvania
$293K -$9.64K -101 -3%
VFA
468
Valeo Financial Advisors
Indiana
$290K -$226K -2,371 -44%
MCM
469
Mitchell Capital Management
Kansas
$290K -$35.3K -370 -11%
ADL
470
Asset Dedication LLC
California
$289K – – –
NCFG
471
New Century Financial Group
New Jersey
$289K +$17.3K +181 +6%
CIA
472
Compass Ion Advisors
Pennsylvania
$283K +$3.15K +33 +1%
VP
473
Verum Partners
North Carolina
$282K – – –
MSA
474
Marino Stram & Associates
Massachusetts
$277K +$277K +2,902 New
CWP
475
Curated Wealth Partners
California
$277K – – –
17 18
19
20 21