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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
$6.26B
2
BEI
Benjamin Edwards Inc
Missouri
$79.7M
3
KIM
Kestra Investment Management
Texas
$222M
4
LPL Financial
LPL Financial
California
$1.27B
5
Jones Financial Companies
Jones Financial Companies
Missouri
$370M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$32.4M
2
SWM
Scissortail Wealth Management
Oklahoma
$209K
3
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$41.4M
4
GFA
Gallagher Fiduciary Advisors
Illinois
$10.9M
5
AI
Atria Investments
North Carolina
$17.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
576
Sanctuary Wealth Management
Idaho
$90K – – –
PPC
577
Park Place Capital
Alabama
$89.8K +$573 +6 +0.6%
ANBT
578
American National Bank & Trust
Texas
$88K – – –
FDCDDQ
579
Federation des caisses Desjardins du Quebec
Quebec, Canada
$86.2K – – –
BWAM
580
Boyd Watterson Asset Management
Ohio
$85.9K – – –
PCMC
581
Private Capital Management (Colorado)
Colorado
$84.8K – – –
FHA
582
First Horizon Advisors
Tennessee
$77.3K – – –
JIP
583
Jaffetilchin Investment Partners
Florida
$76.5K +$76.5K +801 New
PA
584
Pineridge Advisors
Missouri
$75.9K +$287 +3 +0.4%
MBFW
585
Morton Brown Family Wealth
Pennsylvania
$75.4K – – –
PMFA
586
Plante Moran Financial Advisors
Michigan
$74.2K +$74.2K +777 New
FFA
587
Founders Financial Alliance
North Carolina
$73.6K +$286 +3 +0.4%
AWM
588
Abound Wealth Management
Tennessee
$72.5K -$4.01K -42 -5%
PFA
589
Pathway Financial Advisers
Indiana
$71.7K +$4.49K +47 +7%
CA
590
CoreCap Advisors
Michigan
$67.8K +$67.8K +710 New
PCFFS
591
Pacific Center for Financial Services
California
$67.7K – – –
TCOV
592
Trust Company of Vermont
Vermont
$65.8K – – –
GJIA
593
Glass Jacobson Investment Advisors
Maryland
$64.8K +$17.8K +186 +38%
TC
594
Truvestments Capital
Florida
$62.1K +$62.1K +650 New
MG
595
Mather Group
Illinois
$61K – – –
FAM
596
Flaharty Asset Management
Florida
$58.5K +$58.5K +613 New
BCWM
597
Bartlett & Co Wealth Management
Ohio
$58.3K – – –
WOSD
598
WFA of San Diego
California
$57.3K – – –
NS
599
NBC Securities
Alabama
$57K – – –
SMA
600
Sage Mountain Advisors
Georgia
$53.4K – – –
22 23
24
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