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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
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 %
PL
501
Plancorp LLC
Missouri
$246K -$2.39K -25 -1%
Bank of New York Mellon
502
Bank of New York Mellon
New York
$245K -$23.3K -244 -9%
BFWA
503
Benchmark Financial Wealth Advisors
Florida
$243K -$20.3K -213 -8%
CAMG
504
CWA Asset Management Group
Florida
$242K +$242K +2,539 New
CAL
505
Capital Analysts LLC
Pennsylvania
$241K +$286 +3 +0.1%
CFGS
506
Concourse Financial Group Securities
Alabama
$240K -$7.64K -80 -3%
DAS
507
Diversify Advisory Services
Utah
$240K +$240K +2,492 New
EAM
508
Evanson Asset Management
California
$238K +$1.43K +15 +0.6%
PGFC
509
Peapack-Gladstone Financial Corp
New Jersey
$233K +$233K +2,430 New
MWAM
510
Manhattan West Asset Management
California
$233K +$1.34K +14 +0.6%
WCG
511
Weaver Consulting Group
California
$229K – – –
LWM
512
LongView Wealth Management
Georgia
$229K – – –
WGC
513
Watts Gwilliam & Co
Arizona
$228K +$228K +2,412 New
PA
514
Pinnacle Associates
New York
$228K +$1.27K +15 +0.6%
BWG
515
Berry Wealth Group
Texas
$227K +$227K +2,373 New
HSWM
516
Hubbell Strickland Wealth Management
Louisiana
$226K +$1.34K +14 +0.6%
SWRP
517
Summit Wealth & Retirement Planning
California
$224K – – –
PAS
518
Park Avenue Securities
New York
$223K +$5.74K +60 +3%
CWC
519
Carolinas Wealth Consulting
North Carolina
$221K +$95 +1 +0%
OA
520
Operose Advisors
Wisconsin
$219K -$11.5K -120 -5%
OAM
521
Oak Asset Management
California
$219K +$219K +2,292 New
PFA
522
Pinnacle Family Advisors
Missouri
$219K +$191 +2 +0.1%
BSSFA
523
Baron Silver Stevens Financial Advisors
Florida
$218K -$67.7K -709 -24%
TC
524
Trilogy Capital
California
$218K +$218K +2,287 New
ML
525
McAdam LLC
Pennsylvania
$218K -$14.4K -151 -6%
19 20
21
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