IUSV icon

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 %
VWM
26
Venturi Wealth Management
Texas
$58M +$2.28M +25,867 +4%
CNBT
27
Canandaigua National Bank & Trust
New York
$57.1M +$57.1M +647,521 New
HighTower Advisors
28
HighTower Advisors
Illinois
$56.5M -$6.08M -68,972 -10%
AF
29
Allworth Financial
California
$51.4M -$187K -2,063 -0.4%
PNC Financial Services Group
30
PNC Financial Services Group
Pennsylvania
$49.1M -$1.66M -18,822 -3%
TLA
31
Tanglewood Legacy Advisors
Texas
$48.9M +$1.55M +17,603 +3%
Allspring Global Investments
32
Allspring Global Investments
North Carolina
$45.8M +$1.3M +14,746 +3%
MSWM
33
McGlone Suttner Wealth Management
Wisconsin
$45.5M -$294K -3,490 -0.6%
RJA
34
Raymond James & Associates
Florida
$43.8M +$3.4M +38,613 +8%
TA
35
Townsend & Associates
Colorado
$42.9M -$46.2K -503 -0.1%
Wealth Enhancement Advisory Services
36
Wealth Enhancement Advisory Services
Minnesota
$41.7M -$1.64M -18,557 -4%
Fidelity Investments
37
Fidelity Investments
Massachusetts
$40.6M +$344K +3,905 +0.9%
Northwestern Mutual Wealth Management
38
Northwestern Mutual Wealth Management
Wisconsin
$40.5M +$20.4M +231,386 +101%
GWM
39
GDS Wealth Management
Texas
$40.2M -$1.17M -13,256 -3%
Osaic Holdings
40
Osaic Holdings
Arizona
$39.9M -$3.11M -35,293 -7%
Cetera Investment Advisers
41
Cetera Investment Advisers
Illinois
$39.2M +$1.38M +15,649 +4%
AI
42
Atria Investments
North Carolina
$38.3M -$850K -9,649 -2%
Natixis Advisors
43
Natixis Advisors
Massachusetts
$37.7M +$8.44M +95,796 +29%
Ameriprise
44
Ameriprise
Minnesota
$35.3M +$1.81M +20,498 +5%
NFG
45
Nadler Financial Group
Illinois
$34.3M +$929K +10,541 +3%
SSB
46
Sandy Spring Bank
Maryland
$33.2M -$1.52M -17,290 -4%
GFA
47
Gallagher Fiduciary Advisors
Illinois
$32.4M -$2.28M -25,905 -7%
HFS
48
Hantz Financial Services
Michigan
$31M -$838K -9,514 -3%
VC
49
Veracity Capital
Georgia
$29.6M -$1.38M -15,705 -4%
KPWS
50
Kestra Private Wealth Services
Texas
$29.5M +$1.91M +21,666 +7%
1
2
3 4 5