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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 %
GT
626
Glenmede Trust
Pennsylvania
$3.53K – – –
MIM
627
MTM Investment Management
South Carolina
$3.53K – – –
BL
628
Balentine LLC
Georgia
$3.17K – – –
RIA
629
Realta Investment Advisors
Delaware
$3.09K -$7.49K -85 -71%
VWA
630
Valued Wealth Advisors
Utah
$3.03K +$1.25K +14 +70%
WAM
631
WFA Asset Management
Wisconsin
$2.82K -$6K -68 -68%
FAM
632
Family Asset Management
South Carolina
$2.29K – – –
Franklin Resources
633
Franklin Resources
California
$2.2K – – –
MLA
634
MB, Levis & Associates
Pennsylvania
$2.07K – – –
VNA
635
Valley National Advisers
Pennsylvania
$2K – – –
TAM
636
Tucker Asset Management
Colorado
$1.94K -$264 -3 -12%
CFB
637
Cullen/Frost Bankers
Texas
$1.76K – – –
FHC
638
First Heartland Consultants
Missouri
$1.74K -$6 -65 -0.3%
Fifth Third Bancorp
639
Fifth Third Bancorp
Ohio
$1.59K +$1.59K +18 New
OC
640
Oakworth Capital
Alabama
$1.5K – – –
CTC
641
Central Trust Company
Missouri
$970 – – –
CPA
642
Clear Point Advisors
New York
$933 – – –
IHWM
643
Iron Horse Wealth Management
Iowa
$661 +$83 +1 +14%
AGWCA
644
Annis Gardner Whiting Capital Advisors
Florida
$285 – – –
DAM
645
Delta Asset Management
Tennessee
$284 – – –
BA
646
Bridge Advisory
California
– -$5.18M -57,266 Closed
MCM
647
Monument Capital Management
Virginia
– -$3.34M -36,916 Closed
GAA
648
Global Assets Advisory
Florida
– -$339K -30,483 Closed
WAOI
649
Wealth Advisors of Iowa
Iowa
– -$2.36M -26,092 Closed
DFA
650
DHK Financial Advisors
New Hampshire
– -$1.88M -20,800 Closed
24 25
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