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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 %
USCWA
526
U.S. Capital Wealth Advisors
Texas
$259K +$16.4K +177 +7%
WCAMG
527
Woodard & Company Asset Management Group
North Carolina
$259K – – –
AWM
528
Axxcess Wealth Management
California
$258K +$16.3K +176 +7%
CRI
529
Colonial River Investments
Virginia
$258K +$16.3K +176 +7%
CFGS
530
Concourse Financial Group Securities
Alabama
$254K +$15.6K +165 +7%
NPAN
531
Northeast Planning Associates NH
New Hampshire
$253K +$253K +2,728 New
TC
532
Trilogy Capital
California
$252K +$40.7K +440 +19%
MIAS
533
Mason Investment Advisory Services
Virginia
$252K +$93 +1 +0%
GWM
534
Greenhouse Wealth Management
Connecticut
$249K – – –
PA
535
Pinnacle Associates
New York
$249K -$1.39K -15 -0.6%
HL
536
HeadInvest LLC
Maine
$247K – – –
HSG
537
Helen Stephens Group
Texas
$247K +$2.13K +23 +0.9%
DIM
538
Delta Investment Management
California
$247K +$1.48K +16 +0.6%
LFA
539
Lauterbach Financial Advisors
Texas
$245K -$4.07K -44 -2%
EWM
540
Elevatus Welath Management
New York
$243K +$185 +2 +0.1%
BJL
541
Brighton Jones LLC
Washington
$243K +$1.39K +15 +0.6%
KA
542
Klingman & Associates
New York
$241K -$7.69K -83 -3%
OIA
543
Optimum Investment Advisors
Illinois
$241K – – –
WCG
544
Weaver Consulting Group
California
$240K +$18.4K +199 +8%
PL
545
Plancorp LLC
Missouri
$239K +$185 +2 +0.1%
BSSFA
546
Baron Silver Stevens Financial Advisors
Florida
$238K +$26.7K +288 +13%
RRA
547
Round Rock Advisors
Connecticut
$237K -$60.2K -650 -20%
CAL
548
Capital Analysts LLC
Pennsylvania
$235K +$93 +1 +0%
MHC
549
May Hill Capital
Massachusetts
$235K +$235K +2,537 New
CAMG
550
CWA Asset Management Group
Florida
$234K -$1.11K -12 -0.5%
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