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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
1
Bank of America
North Carolina
$6.26B
2
BEI
2
Benjamin Edwards Inc
Missouri
$79.7M
3
KIM
3
Kestra Investment Management
Texas
$222M
4
LPL Financial
4
LPL Financial
California
$1.27B
5
Jones Financial Companies
5
Jones Financial Companies
Missouri
$370M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$32.4M
2
SWM
2
Scissortail Wealth Management
Oklahoma
$209K
3
Focus Partners Wealth
3
Focus Partners Wealth
Massachusetts
$41.4M
4
GFA
4
Gallagher Fiduciary Advisors
Illinois
$10.9M
5
AI
5
Atria Investments
North Carolina
$17.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
CNBT
26
Canandaigua National Bank & Trust
New York
$66.7M +$4.86M +50,849 +8%
AF
27
Allworth Financial
California
$54.2M +$76.7K +803 +0.1%
PNC Financial Services Group
28
PNC Financial Services Group
Pennsylvania
$53.8M +$611K +6,399 +1%
RJA
29
Raymond James & Associates
Florida
$53.7M +$6.23M +65,261 +13%
TLA
30
Tanglewood Legacy Advisors
Texas
$53.1M +$94.9K +994 +0.2%
Allspring Global Investments
31
Allspring Global Investments
North Carolina
$48.5M -$1.08M -11,338 -2%
Natixis Advisors
32
Natixis Advisors
Massachusetts
$45.8M +$4.93M +51,644 +12%
Wealth Enhancement Advisory Services
33
Wealth Enhancement Advisory Services
Minnesota
$45.4M +$287K +3,007 +0.6%
Northwestern Mutual Wealth Management
34
Northwestern Mutual Wealth Management
Wisconsin
$44.4M +$523K +5,482 +1%
Fidelity Investments
35
Fidelity Investments
Massachusetts
$43.7M -$285K -2,980 -0.6%
GWM
36
GDS Wealth Management
Texas
$43.2M -$393K -4,114 -0.9%
TA
37
Townsend & Associates
Colorado
$43.1M -$1.76M -18,370 -4%
Cetera Investment Advisers
38
Cetera Investment Advisers
Illinois
$43.1M +$600K +6,280 +1%
Osaic Holdings
39
Osaic Holdings
Arizona
$42.3M -$893K -9,352 -2%
MSWM
40
McGlone Suttner Wealth Management
Wisconsin
$42.3M -$9.3M -97,408 -18%
Focus Partners Wealth
41
Focus Partners Wealth
Massachusetts
$41.4M -$31.7M -332,153 -43%
Ameriprise
42
Ameriprise
Minnesota
$37.8M -$469K -4,904 -1%
NFG
43
Nadler Financial Group
Illinois
$37.5M +$319K +3,340 +0.9%
SSB
44
Sandy Spring Bank
Maryland
$35M -$914K -9,575 -3%
VC
45
Veracity Capital
Georgia
$33M +$987K +10,340 +3%
HFS
46
Hantz Financial Services
Michigan
$32.6M -$963K -10,081 -3%
Goldman Sachs
47
Goldman Sachs
New York
$32.4M -$35.2M -368,969 -52%
PS
48
Principal Securities
Iowa
$30.8M -$344K -3,606 -1%
AWS
49
Atria Wealth Solutions
New York
$30M -$140K -1,466 -0.5%
TF
50
Trek Financial
Arizona
$29.2M +$9.22M +96,555 +46%
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