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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 %
AIC
601
Archer Investment Corporation
Indiana
$11.5K +$5.46K +62 +90%
FPF
602
First Pacific Financial
Washington
$10.8K +$10.8K +122 New
ATS
603
Ashton Thomas Securities
New York
$10.5K +$10.5K +119 New
PCA
604
Providence Capital Advisors
North Carolina
$10.3K – – –
GWSA
605
Global Wealth Strategies & Associates
Colorado
$9.61K – – –
GFPC
606
Global Financial Private Client
Florida
$9.34K – – –
SL
607
Salomon & Ludwin
Virginia
$8.99K – – –
IBOK
608
Independence Bank of Kentucky
Kentucky
$8.81K – – –
BNP Paribas Financial Markets
609
BNP Paribas Financial Markets
France
$8.81K +$5.82K +66 +194%
MJRIC
610
Mogy Joel R Investment Counsel
California
$8.73K – – –
AWM
611
AllSquare Wealth Management
New York
$8.28K +$8.28K +94 New
HPC
612
HM Payson & Co
Maine
$8.2K +$8.2K +93 New
MIA
613
Milestone Investment Advisors
Wisconsin
$8.11K +$8.11K +92 New
SWM
614
Sugarloaf Wealth Management
Georgia
$7.76K – – –
GEA
615
Glen Eagle Advisors
New Jersey
$7.05K +$3.53K +40 +100%
FPFS
616
First Personal Financial Services
North Carolina
$6.96K – – –
JFGIW
617
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$6.88K – – –
SC
618
SouthState Corp
Florida
$6.79K – – –
WT
619
Washington Trust
Rhode Island
$6.43K – – –
WWP
620
WR Wealth Planners
Missouri
$5.85K – – –
OFG
621
Oxford Financial Group
Indiana
$5.73K -$3.17K -36 -36%
FMP
622
Financial Management Professionals
Texas
$5K – – –
SFA
623
Semmax Financial Advisors
North Carolina
$4.97K +$4.97K +55 New
CSB
624
City State Bank
Iowa
$4.23K – – –
BC
625
Barrett & Company
Rhode Island
$3.79K – – –
23 24
25
26 27