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iShares Core S&P US Value ETF
IUSV

685 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 76 funds opening new positions, 244 increasing their positions, 208 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

124% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 34

40% more call options, than puts

Call options by funds: $267K | Put options by funds: $191K

17% more repeat investments, than reductions

Existing positions increased: 244 | Existing positions reduced: 208

11% more capital invested

Capital invested by funds: $13.6B → $15.2B (+$1.54B)

10% more funds holding in top 10

Funds holding in top 10: 41 → 45 (+4)

5% more funds holding

Funds holding: 651 → 685 (+34)

0.17% more ownership

Funds ownership: 78.51% → 78.69% (+0.17%)

Holders
685
Holders Change
+34
Holders Change %
+5.22%
% of All Funds
9.84%
Holding in Top 10
45
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+9.76%
% of All Funds
0.65%
New
76
Increased
244
Reduced
208
Closed
34
Calls
$267K
Puts
$191K
Net Calls
+$76K
Net Calls Change
+$76K

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$211M
2
BEI
Benjamin Edwards Inc
Missouri
+$76M
3
KIM
Kestra Investment Management
Texas
+$74.1M
4
LPL Financial
LPL Financial
California
+$38.4M
5
Jones Financial Companies
Jones Financial Companies
Missouri
+$35M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$33.9M
2
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
-$30.5M
3
GFA
Gallagher Fiduciary Advisors
Illinois
-$23.3M
4
AI
Atria Investments
North Carolina
-$22.9M
5
MFG
Merit Financial Group
Georgia
-$21.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
CNBT
26
Canandaigua National Bank & Trust
New York
$66.7M +$4.68M +50,849 +8%
AF
27
Allworth Financial
California
$54.2M +$73.8K +803 +0.1%
PNC Financial Services Group
28
PNC Financial Services Group
Pennsylvania
$53.8M +$588K +6,399 +1%
RJA
29
Raymond James & Associates
Florida
$53.7M +$6M +65,261 +13%
TLA
30
Tanglewood Legacy Advisors
Texas
$53.1M +$91.4K +994 +0.2%
Allspring Global Investments
31
Allspring Global Investments
North Carolina
$48.5M -$1.04M -11,338 -2%
Natixis Advisors
32
Natixis Advisors
Massachusetts
$45.8M +$4.75M +51,644 +12%
Wealth Enhancement Advisory Services
33
Wealth Enhancement Advisory Services
Minnesota
$45.4M +$276K +3,007 +0.6%
Northwestern Mutual Wealth Management
34
Northwestern Mutual Wealth Management
Wisconsin
$44.4M +$504K +5,482 +1%
Fidelity Investments
35
Fidelity Investments
Massachusetts
$43.7M -$274K -2,980 -0.6%
GWM
36
GDS Wealth Management
Texas
$43.2M -$378K -4,114 -0.9%
TA
37
Townsend & Associates
Colorado
$43.1M -$1.69M -18,370 -4%
Cetera Investment Advisers
38
Cetera Investment Advisers
Illinois
$43.1M +$577K +6,280 +1%
Osaic Holdings
39
Osaic Holdings
Arizona
$42.3M -$860K -9,352 -2%
MSWM
40
McGlone Suttner Wealth Management
Wisconsin
$42.3M -$8.96M -97,408 -18%
Focus Partners Wealth
41
Focus Partners Wealth
Massachusetts
$41.4M -$30.5M -332,153 -43%
Ameriprise
42
Ameriprise
Minnesota
$37.8M -$451K -4,904 -1%
NFG
43
Nadler Financial Group
Illinois
$37.5M +$307K +3,340 +0.9%
SSB
44
Sandy Spring Bank
Maryland
$35M -$880K -9,575 -3%
VC
45
Veracity Capital
Georgia
$33M +$951K +10,340 +3%
HFS
46
Hantz Financial Services
Michigan
$32.6M -$927K -10,081 -3%
Goldman Sachs
47
Goldman Sachs
New York
$32.4M -$33.9M -368,969 -52%
PS
48
Principal Securities
Iowa
$30.8M -$332K -3,606 -1%
AWS
49
Atria Wealth Solutions
New York
$30M -$135K -1,466 -0.5%
TF
50
Trek Financial
Arizona
$29.2M +$8.88M +96,555 +46%
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IUSV Hedge Fund Activity: Q3 2024 in Review

685 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P US Value ETF (IUSV) for Q3 2024, worth a combined $15.2B — up 11% from $13.6B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new IUSV positions and 34 closed out — a net gain of 42 holders — while 244 added to existing stakes and 208 trimmed.

The largest buyer was Bank of America, adding an estimated $211M. The largest seller was Goldman Sachs, cutting an estimated $33.9M.

  • 685 institutional investors held iShares Core S&P US Value ETF (IUSV) as of Q3 2024, up from 651 in Q2 2024.
  • Funds reported $15.2B of iShares Core S&P US Value ETF stock for Q3 2024, up 11% quarter-over-quarter.
  • 76 funds opened new iShares Core S&P US Value ETF positions in Q3 2024 and 34 closed out, a net change of +42 holders.
  • The largest iShares Core S&P US Value ETF buyer in Q3 2024 was Bank of America, an estimated $211M added.
  • The largest iShares Core S&P US Value ETF seller in Q3 2024 was Goldman Sachs, an estimated $33.9M sold.

Based on aggregated 13F filings for Q3 2024.