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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 %
WP
551
WealthShield Partners
North Carolina
$167K – – –
FP
552
Financial Perspectives
Minnesota
$165K +$1.05K +11 +0.6%
ME
553
McIlrath & Eck
Washington
$165K +$1.05K +11 +0.6%
TIAAOA
554
Teachers Insurance & Annuity Association of America
New York
$163K +$163K +1,705 New
AW
555
Avion Wealth
Texas
$159K – – –
EW
556
Element Wealth
Mississippi
$151K -$4.58K -48 -3%
CA
557
Clearstead Advisors
Ohio
$142K – – –
MIM
558
Macroview Investment Management
Maryland
$139K +$859 +9 +0.6%
LFG
559
Larson Financial Group
Missouri
$138K -$51.5K -539 -27%
NP
560
NorthRock Partners
Minnesota
$137K – – –
HGERS
561
Householder Group Estate & Retirement Specialist
Arizona
$131K +$1.42K +15 +1%
CIAS
562
CBIZ Investment Advisory Services
Ohio
$130K – – –
AT
563
Arlington Trust
Alabama
$127K -$16.7K -175 -12%
IWP
564
IAG Wealth Partners
Wisconsin
$126K +$22.5K +236 +22%
DIP
565
DT Investment Partners
Pennsylvania
$123K – – –
PP
566
Pacifica Partners
Canada
$117K -$28.6K -300 -20%
HI
567
Harbour Investments
Wisconsin
$116K -$52.8K -553 -31%
AWM
568
Avior Wealth Management
Nebraska
$115K -$50.8K -532 -31%
AIM
569
Anchor Investment Management
South Carolina
$114K – – –
KPP
570
Kings Path Partners
Texas
$113K +$45.3K +474 +67%
BBHC
571
Brown Brothers Harriman & Co
New York
$112K – – –
GM
572
GeoWealth Management
Illinois
$109K +$109K +1,142 New
SC
573
Stephens Consulting
Michigan
$103K – – –
CIAS
574
Capital Investment Advisory Services
North Carolina
$96.7K +$11.9K +125 +14%
EWA
575
EverSource Wealth Advisors
Alabama
$92.3K – – –
21 22
23
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