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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 %
KFI
601
Key Financial Inc
Pennsylvania
$51.3K – – –
BWL
602
Bogart Wealth LLC
Virginia
$49.6K +$6.3K +66 +15%
PCTC
603
Perkins Coie Trust Company
Washington
$48.9K +$48.9K +512 New
MFT
604
Moisand Fitzgerald Tamayo
Florida
$48.2K +$48.2K +505 New
TFGT
605
TS Financial Group (TSFG)
Illinois
$47K – – –
CWP
606
Concord Wealth Partners
Virginia
$47K +$286 +3 +0.6%
MFC
607
Mechanics Financial Corp
Ohio
$42.7K – – –
GWSG
608
GPS Wealth Strategies Group
Colorado
$42.4K -$47.9K -501 -53%
NCM
609
Northwest Capital Management
Oregon
$42.3K – – –
AA
610
Ancora Advisors
Ohio
$41.4K -$16.6K -174 -29%
BONH
611
Bank of New Hampshire
New Hampshire
$40.4K -$84.5K -885 -68%
ACA
612
Aptus Capital Advisors
Alabama
$38.9K +$2.39K +25 +7%
CAM
613
Clarity Asset Management
Iowa
$38.6K +$191 +2 +0.5%
CHA
614
Carmichael Hill & Associates
Maryland
$38.1K – – –
DWA
615
Dougherty Wealth Advisers
Minnesota
$35.3K -$6.78K -71 -16%
CPA
616
Capital Performance Advisors
California
$32.5K +$32.5K +340 New
VWA
617
Valued Wealth Advisors
Utah
$32.1K +$28.9K +303 +891%
GJWM
618
Gilliland Jeter Wealth Management
Arkansas
$30.1K – – –
CSC
619
Caldwell Sutter Capital
California
$27.1K – – –
HIA
620
Harbor Investment Advisory
Maryland
$26.7K – – –
CB
621
CNB Bank
Pennsylvania
$23.9K – – –
GGI
622
Godsey & Gibb Inc
Virginia
$23.2K -$6.21K -65 -21%
LC
623
Lindbrook Capital
California
$22.5K – – –
Simplex Trading
624
Simplex Trading
Illinois
$22K +$22K +240 New
FCA
625
FinTrust Capital Advisors
South Carolina
$21K +$21K +220 New
23 24
25
26 27