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iShares Core S&P US Value ETF
IUSV

Overview Fund Activity

716 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, 268 increasing their positions, 204 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
716
Holders Change
+38
Holders Change %
+5.6%
% of All Funds
9.53%
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
268
Reduced
204
Closed
44
Calls
$269K
Puts
–
Net Calls
+$269K
Net Calls Change
+$193K

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$557M
2
Morgan Stanley
Morgan Stanley
New York
+$57.4M
3
AOI
Auto-Owners Insurance
Michigan
+$45.3M
4
LPL Financial
LPL Financial
California
+$43.5M
5
Jones Financial Companies
Jones Financial Companies
Missouri
+$39.1M

Top Sellers

1
Koshinski Asset Management
Koshinski Asset Management
Illinois
-$58M
2
MFG
Merit Financial Group
Georgia
-$52.2M
3
Corient Private Wealth
Corient Private Wealth
Florida
-$46.2M
4
VWM
Venturi Wealth Management
Texas
-$31.6M
5
BTI
Blue Trust Inc
Georgia
-$24.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAM
476
Cozad Asset Management
Illinois
$329K -$695K -7,510 -68%
JIC
477
Joel Isaacson & Co
New York
$329K +$833 +9 +0.3%
DE
478
Diversified Enterprises
Delaware
$329K +$12.9K +139 +4%
OPTFSNA
479
Old Point Trust & Financial Services N A
Virginia
$328K +$328K +3,540 New
SWP
480
Sagespring Wealth Partners
Tennessee
$326K +$326K +3,523 New
CAM
481
CPA Asset Management
Florida
$325K -$5.74K -62 -2%
SSWM
482
Sheets Smith Wealth Management
North Carolina
$321K -$45.6K -493 -12%
SA
483
Sovran Advisors
California
$319K +$319K +3,454 New
PRP
484
Peak Retirement Planning
Ohio
$318K +$318K +3,430 New
CWP
485
Curated Wealth Partners
California
$316K +$47.2K +510 +18%
CWM
486
Congress Wealth Management
Massachusetts
$316K -$21.1K -228 -6%
IAS
487
Insigneo Advisory Services
Florida
$312K +$70.7K +764 +29%
FF
488
Francis Financial
$311K +$311K +3,358 New
AWAP
489
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$311K -$7.87K -85 -2%
BCA
490
Bay Colony Advisors
Massachusetts
$305K +$648 +7 +0.2%
RA
491
RFG Advisory
Alabama
$305K -$150K -1,623 -33%
APW
492
Austin Private Wealth
Texas
$305K -$4.72K -51 -2%
NGA
493
Naples Global Advisors
Florida
$301K -$6.48K -70 -2%
CI
494
CX Institutional
Indiana
$299K +$299K +3,230 New
RF
495
Roxbury Financial
New Jersey
$296K +$296K +2,962 New
NCFG
496
New Century Financial Group
New Jersey
$296K +$15K +162 +5%
PP
497
Patten & Patten
Tennessee
$294K -$4.63K -50 -2%
IA
498
IFP Advisors
Florida
$292K +$92.2K +996 +46%
First Trust Advisors
499
First Trust Advisors
Illinois
$288K +$288K +3,115 New
WS
500
Wedbush Securities
California
$288K -$7.76K -84 -3%
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