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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 %
BFWA
476
Benchmark Financial Wealth Advisors
Florida
$243K +$793 +9 +0.3%
KA
477
Klingman & Associates
New York
$237K – – –
GWM
478
Greenhouse Wealth Management
Connecticut
$237K +$1.15K +13 +0.5%
PA
479
Pinnacle Associates
New York
$237K -$1.32K -15 -0.6%
HL
480
HeadInvest LLC
Maine
$236K – – –
GFWA
481
Grey Fox Wealth Advisors
Delaware
$234K +$1.06K +12 +0.5%
BJL
482
Brighton Jones LLC
Washington
$233K +$4.14K +47 +2%
HSG
483
Helen Stephens Group
Texas
$232K +$232K +2,632 New
EWM
484
Elevatus Welath Management
New York
$231K +$176 +2 +0.1%
D
485
Diversified
Delaware
$230K +$230K +2,612 New
IGWM
486
ICA Group Wealth Management
Colorado
$229K -$4.84M -54,879 -95%
PL
487
Plancorp LLC
Missouri
$229K +$31.2K +354 +16%
OIA
488
Optimum Investment Advisors
Illinois
$229K – – –
CFGS
489
Concourse Financial Group Securities
Alabama
$229K -$4.41K -50 -2%
CAL
490
Capital Analysts LLC
Pennsylvania
$222K -$13.2K -150 -6%
SWM
491
Scissortail Wealth Management
Oklahoma
$220K -$8.4M -95,338 -97%
EAM
492
Evanson Asset Management
California
$218K +$1.06K +12 +0.5%
LIM
493
Leavell Investment Management
Alabama
$218K +$218K +2,474 New
ML
494
McAdam LLC
Pennsylvania
$215K +$6.17K +70 +3%
BWM
495
BNC Wealth Management
Oregon
$214K -$45.3K -514 -17%
MWAM
496
Manhattan West Asset Management
California
$213K +$970 +11 +0.5%
OA
497
Operose Advisors
Wisconsin
$213K -$8.73K -99 -4%
WCG
498
Weaver Consulting Group
California
$211K -$30.8K -350 -13%
LWM
499
LongView Wealth Management
Georgia
$211K – – –
DIM
500
Delta Investment Management
California
$209K +$209K +2,369 New
18 19
20
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