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iShares Core S&P US Value ETF
IUSV

Overview Fund Activity

716 hedge funds and large institutions have $16B invested in iShares Core S&P US Value ETF in 2024 Q4 according to their latest regulatory filings, with 98 funds opening new positions, 268 increasing their positions, 204 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
716
Holders Change
+38
Holders Change %
+5.6%
% of All Funds
9.53%
Holding in Top 10
51
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+13.33%
% of All Funds
0.68%
New
98
Increased
268
Reduced
204
Closed
44
Calls
$269K
Puts
–
Net Calls
+$269K
Net Calls Change
+$193K

Top Buyers

1
Bank of America
Bank of America
North Carolina
$6.63B
2
Morgan Stanley
Morgan Stanley
New York
$857M
3
AOI
Auto-Owners Insurance
Michigan
$125M
4
LPL Financial
LPL Financial
California
$1.28B
5
Jones Financial Companies
Jones Financial Companies
Missouri
$399M

Top Sellers

1
Koshinski Asset Management
Koshinski Asset Management
Illinois
$333M
2
MFG
Merit Financial Group
Georgia
$167M
3
Corient Private Wealth
Corient Private Wealth
Florida
$29.1M
4
VWM
Venturi Wealth Management
Texas
$64.4M
5
BTI
Blue Trust Inc
Georgia
$431M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
601
Avior Wealth Management
Nebraska
$117K +$5.56K +60 +5%
CIAS
602
CBIZ Investment Advisory Services
Ohio
$114K -$12.5K -135 -10%
PP
603
Pacifica Partners
Canada
$113K – – –
HI
604
Harbour Investments
Wisconsin
$112K – – –
AIM
605
Anchor Investment Management
South Carolina
$110K – – –
BBHC
606
Brown Brothers Harriman & Co
New York
$108K – – –
IWM
607
IMG Wealth Management
Florida
$105K +$105K +1,138 New
CA
608
CoreCap Advisors
Michigan
$105K +$39.4K +425 +60%
SC
609
Stephens Consulting
Michigan
$100K – – –
GSWM
610
Golden State Wealth Management
California
$99.1K +$99.1K +1,070 New
CIAS
611
Capital Investment Advisory Services
North Carolina
$93.8K – – –
EWA
612
EverSource Wealth Advisors
Alabama
$89.5K – – –
PPC
613
Park Place Capital
Alabama
$87.6K +$463 +5 +0.5%
SWM
614
Sanctuary Wealth Management
Idaho
$87.2K – – –
FDCDDQ
615
Federation des caisses Desjardins du Quebec
Quebec, Canada
$83.6K – – –
BWAM
616
Boyd Watterson Asset Management
Ohio
$83.3K – – –
PCMC
617
Private Capital Management (Colorado)
Colorado
$82.2K – – –
CF
618
Collier Financial
Colorado
$79.6K +$79.6K +860 New
EWP
619
Elevation Wealth Partners
California
$78.8K +$78.8K +851 New
GJIA
620
Glass Jacobson Investment Advisors
Maryland
$77.9K +$15K +162 +24%
PA
621
Pineridge Advisors
Missouri
$73.9K +$278 +3 +0.4%
FFA
622
Founders Financial Alliance
North Carolina
$71.7K +$278 +3 +0.4%
PFA
623
Pathway Financial Advisers
Indiana
$69.9K +$463 +5 +0.7%
FHA
624
First Horizon Advisors
Tennessee
$69.8K -$5.19K -56 -7%
GM
625
GeoWealth Management
Illinois
$69.6K -$36.1K -390 -34%
23 24
25
26 27