IUSV icon

iShares Core S&P US Value ETF
IUSV

Overview Fund Activity

715 hedge funds and large institutions have $16B invested in iShares Core S&P US Value ETF in 2024 Q4 according to their latest regulatory filings, with 98 funds opening new positions, 267 increasing their positions, 204 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
715
Holders Change
+37
Holders Change %
+5.46%
% of All Funds
9.52%
Holding in Top 10
51
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+13.33%
% of All Funds
0.68%
New
98
Increased
267
Reduced
204
Closed
44
Calls
$269K
Puts
–
Net Calls
+$269K
Net Calls Change
+$193K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$6.63B
2
Morgan Stanley
2
Morgan Stanley
New York
$857M
3
AOI
3
Auto-Owners Insurance
Michigan
$125M
4
LPL Financial
4
LPL Financial
California
$1.28B
5
Jones Financial Companies
5
Jones Financial Companies
Missouri
$399M

Top Sellers

1
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$333M
2
MFG
2
Merit Financial Group
Georgia
$167M
3
Corient Private Wealth
3
Corient Private Wealth
Florida
$29.1M
4
VWM
4
Venturi Wealth Management
Texas
$64.4M
5
BTI
5
Blue Trust Inc
Georgia
$431M
Name Holding Trade Value Shares
Change 		Shares
Change %
HighTower Advisors
26
HighTower Advisors
Illinois
$62.2M -$8.59M -92,757 -12%
MSWM
27
McGlone Suttner Wealth Management
Wisconsin
$53.7M +$12.7M +137,695 +31%
TLA
28
Tanglewood Legacy Advisors
Texas
$53.3M +$1.89M +20,441 +4%
PNC Financial Services Group
29
PNC Financial Services Group
Pennsylvania
$52.9M +$738K +7,975 +1%
AF
30
Allworth Financial
California
$51.7M -$2.09M -22,020 -4%
Natixis Advisors
31
Natixis Advisors
Massachusetts
$51M +$6.64M +71,766 +15%
Allspring Global Investments
32
Allspring Global Investments
North Carolina
$47.7M +$726K +7,840 +2%
Osaic Holdings
33
Osaic Holdings
Arizona
$44.1M +$3.08M +33,305 +8%
Wealth Enhancement Advisory Services
34
Wealth Enhancement Advisory Services
Minnesota
$43.9M -$166K -1,798 -0.4%
Northwestern Mutual Wealth Management
35
Northwestern Mutual Wealth Management
Wisconsin
$43.9M +$773K +8,347 +2%
Fidelity Investments
36
Fidelity Investments
Massachusetts
$42.9M +$483K +5,216 +1%
TA
37
Townsend & Associates
Colorado
$42.4M -$272K -2,864 -0.6%
Cetera Investment Advisers
38
Cetera Investment Advisers
Illinois
$42.3M +$502K +5,424 +1%
GWM
39
GDS Wealth Management
Texas
$38.7M -$3.17M -34,242 -8%
Focus Partners Wealth
40
Focus Partners Wealth
Massachusetts
$38.1M -$2.01M -21,713 -5%
Ameriprise
41
Ameriprise
Minnesota
$37.7M +$1.11M +11,942 +3%
NFG
42
Nadler Financial Group
Illinois
$37.6M +$1.28M +13,803 +4%
Goldman Sachs
43
Goldman Sachs
New York
$34.7M +$3.31M +35,738 +11%
SSB
44
Sandy Spring Bank
Maryland
$33.7M -$299K -3,227 -0.9%
VC
45
Veracity Capital
Georgia
$33.4M +$1.43M +15,485 +4%
KPWS
46
Kestra Private Wealth Services
Texas
$33.2M +$14.9M +160,599 +81%
HFS
47
Hantz Financial Services
Michigan
$32.6M +$967K +10,447 +3%
PS
48
Principal Securities
Iowa
$31.2M +$1.34M +14,511 +4%
Corient Private Wealth
49
Corient Private Wealth
Florida
$29.1M -$46.2M -499,019 -61%
FHA
50
Flagship Harbor Advisors
Massachusetts
$29M +$5M +53,972 +21%
1
2
3 4 5