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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 %
UAG
526
United Advisor Group
Ohio
$218K +$218K +2,284 New
Vanguard Group
527
Vanguard Group
Pennsylvania
$218K +$218K +2,282 New
FWM
528
Fingerlakes Wealth Management
New York
$217K +$217K +2,275 New
AWM
529
Accel Wealth Management
Iowa
$215K +$215K +2,253 New
CA
530
CGN Advisors
Kansas
$215K +$215K +2,251 New
STA
531
Summit Trail Advisors
New York
$214K +$214K +2,245 New
IA
532
Inspire Advisors
Idaho
$212K +$212K +2,220 New
LRWA
533
Long Run Wealth Advisors
New York
$209K +$209K +2,193 New
PSA
534
Plum Street Advisors
Louisiana
$209K +$209K +2,192 New
SWM
535
Scissortail Wealth Management
Oklahoma
$209K -$34.6M -2,479 -99%
NEPWA
536
New England Private Wealth Advisors
Massachusetts
$209K +$209K +2,187 New
MGW
537
MB Generational Wealth
Washington
$208K +$208K +2,181 New
JIC
538
Johnson Investment Counsel
Ohio
$208K +$208K +2,173 New
BFG
539
Bleakley Financial Group
New Jersey
$207K +$207K +2,171 New
IA
540
IFP Advisors
Florida
$206K +$2.01K +21 +1%
AWM
541
Angeles Wealth Management
California
$205K – – –
AssetMark Inc
542
AssetMark Inc
California
$204K -$4.74M -49,663 -96%
CWMS
543
Cannon Wealth Management Services
North Carolina
$202K +$202K +2,118 New
WSFS
544
Wilmington Savings Fund Society
Delaware
$202K +$202K +2,115 New
GC
545
Gibson Capital
Pennsylvania
$201K +$201K +2,106 New
FG
546
Fiduciary Group
Georgia
$201K +$201K +2,100 New
MA
547
MCF Advisors
Kentucky
$192K – – –
CA
548
Continuum Advisory
Idaho
$177K +$26.4K +272 +17%
CIBC Private Wealth Group
549
CIBC Private Wealth Group
Georgia
$177K – – –
FFC
550
First Financial Corp
Indiana
$168K – – –
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