IUSV icon

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
Bank of America
North Carolina
+$219M
2
BEI
Benjamin Edwards Inc
Missouri
+$78.9M
3
KIM
Kestra Investment Management
Texas
+$77M
4
LPL Financial
LPL Financial
California
+$39.9M
5
Jones Financial Companies
Jones Financial Companies
Missouri
+$36.2M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$35.2M
2
SWM
Scissortail Wealth Management
Oklahoma
-$34.6M
3
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
-$31.7M
4
GFA
Gallagher Fiduciary Advisors
Illinois
-$24.2M
5
AI
Atria Investments
North Carolina
-$23.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
BMMM
476
Boston Mountain Money Management
Arkansas
$277K – – –
DWP
477
Daymark Wealth Partners
Ohio
$276K -$668 -7 -0.2%
BO
478
Bank OZK
Arkansas
$275K – – –
TC
479
TAP Consulting
Missouri
$275K +$3.34K +35 +1%
CFG
480
Citizens Financial Group
Rhode Island
$273K -$96K -1,005 -26%
SRCM
481
Signature Resources Capital Management
California
$271K -$13.3K -139 -5%
HFO
482
Heritage Family Offices
Arizona
$270K – – –
OWA
483
Octavia Wealth Advisors
Ohio
$269K +$95 +1 +0%
WCAMG
484
Woodard & Company Asset Management Group
North Carolina
$267K – – –
GLA
485
Good Life Advisors
Pennsylvania
$264K +$264K +2,760 New
PCH
486
PGIM Custom Harvest
New Jersey
$261K +$35.3K +370 +16%
MIAS
487
Mason Investment Advisory Services
Virginia
$259K -$106K -1,112 -29%
LFA
488
Lauterbach Financial Advisors
Texas
$257K -$3.34K -35 -1%
KA
489
Klingman & Associates
New York
$257K – – –
GWM
490
Greenhouse Wealth Management
Connecticut
$257K – – –
HL
491
HeadInvest LLC
Maine
$255K – – –
HSG
492
Helen Stephens Group
Texas
$253K +$1.53K +16 +0.6%
DIM
493
Delta Investment Management
California
$253K +$26.5K +278 +12%
USCWA
494
U.S. Capital Wealth Advisors
Texas
$251K -$77.8K -815 -24%
EWM
495
Elevatus Welath Management
New York
$250K -$95 -1 -0%
IAS
496
Insigneo Advisory Services
Florida
$249K +$249K +2,610 New
CRI
497
Colonial River Investments
Virginia
$249K +$249K +2,610 New
AWM
498
Axxcess Wealth Management
California
$249K +$249K +2,610 New
BJL
499
Brighton Jones LLC
Washington
$249K -$3.25K -34 -1%
OIA
500
Optimum Investment Advisors
Illinois
$248K – – –
18 19
20
21 22