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iShares Core S&P US Value ETF
IUSV

Overview Fund Activity

644 hedge funds and large institutions have $13.6B invested in iShares Core S&P US Value ETF in 2024 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 233 increasing their positions, 199 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
644
Holders Change
+13
Holders Change %
+2.06%
% of All Funds
9.37%
Holding in Top 10
41
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-8.89%
% of All Funds
0.6%
New
67
Increased
233
Reduced
199
Closed
45
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$288M
2
CNBT
Canandaigua National Bank & Trust
New York
+$57.1M
3
LPL Financial
LPL Financial
California
+$56.2M
4
Morgan Stanley
Morgan Stanley
New York
+$40.2M
5
Jones Financial Companies
Jones Financial Companies
Missouri
+$38.1M

Top Sellers

1
Allianz Asset Management
Allianz Asset Management
Germany
-$9.65M
2
EWA
ERTS Wealth Advisors
Michigan
-$8.9M
3
SWM
Scissortail Wealth Management
Oklahoma
-$8.4M
4
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$7.07M
5
FAIM
Financial Advocates Investment Management
Washington
-$6.14M
Name Holding Trade Value Shares
Change 		Shares
Change %
FHA
551
First Horizon Advisors
Tennessee
$71.4K -$8.46K -96 -11%
AWM
552
Abound Wealth Management
Tennessee
$70.6K -$705 -8 -1%
PA
553
Pineridge Advisors
Missouri
$69.8K – – –
FFA
554
Founders Financial Alliance
North Carolina
$67.7K – – –
PCFFS
555
Pacific Center for Financial Services
California
$62.5K -$19.6K -222 -24%
KPP
556
Kings Path Partners
Texas
$62.2K +$62.2K +706 New
PFA
557
Pathway Financial Advisers
Indiana
$62K +$62K +704 New
TCOV
558
Trust Company of Vermont
Vermont
$60.7K +$6.61K +75 +12%
EWM
559
EPG Wealth Management
Georgia
$58.1K -$59.6K -659 Closed
MG
560
Mather Group
Illinois
$57.8K +$3.71K +41 +7%
BCWM
561
Bartlett & Co Wealth Management
Ohio
$53.8K +$53.8K +611 New
AA
562
Ancora Advisors
Ohio
$53.6K +$15.3K +174 +40%
NS
563
NBC Securities
Alabama
$53K – – –
WOSD
564
WFA of San Diego
California
$52.9K +$52.9K +600 New
SC
565
Swan Capital
Florida
$51.6K +$51.6K +585 New
SMA
566
Sage Mountain Advisors
Georgia
$49.3K – – –
TFF
567
The Family Firm
Maryland
$47.9K +$47.9K +544 New
KFI
568
Key Financial Inc
Pennsylvania
$47.3K – – –
GI
569
Gradient Investments
Minnesota
$46.5K +$43.7K +496 +1,550%
NFSG
570
Newbridge Financial Services Group
Florida
$46K +$26.3K +298 +133%
GJIA
571
Glass Jacobson Investment Advisors
Maryland
$43.4K +$5.37K +61 +14%
CWP
572
Concord Wealth Partners
Virginia
$43.1K +$176 +2 +0.4%
TFGT
573
TS Financial Group (TSFG)
Illinois
$43K – – –
LOIP
574
Live Oak Investment Partners
Texas
$42.5K – – –
BWL
575
Bogart Wealth LLC
Virginia
$39.9K +$39.9K +453 New
21 22
23
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