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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 %
GI
626
GAMMA Investing
California
$20.2K – – –
TAM
627
Tucker Asset Management
Colorado
$18.5K +$16.4K +172 +782%
VCM
628
Viewpoint Capital Management
Washington
$17.1K – – –
AIC
629
Archer Investment Corporation
Indiana
$15.6K +$3.06K +32 +24%
SN
630
Sittner & Nelson
Oregon
$15.1K – – –
CAL
631
Capital Advisors Ltd
Ohio
$15K – – –
RIL
632
Rothschild Investment LLC
Illinois
$14.3K +$14.3K +150 New
TSMHT
633
Thurston Springer Miller Herd & Titak
Indiana
$14.1K – – –
OW
634
Olistico Wealth
Oklahoma
$13.9K – – –
MTIC
635
Missouri Trust & Investment Company
Missouri
$13.3K – – –
BCMLT
636
Beacon Capital Management LLC (Tennessee)
Tennessee
$12.5K +$12.5K +131 New
ATS
637
Ashton Thomas Securities
New York
$11.4K – – –
PCA
638
Providence Capital Advisors
North Carolina
$11.2K – – –
GWSA
639
Global Wealth Strategies & Associates
Colorado
$10.4K – – –
CFB
640
Cullen/Frost Bankers
Texas
$10.4K +$8.5K +89 +445%
GFPC
641
Global Financial Private Client
Florida
$10.1K – – –
SL
642
Salomon & Ludwin
Virginia
$9.74K – – –
IBOK
643
Independence Bank of Kentucky
Kentucky
$9.55K – – –
MJRIC
644
Mogy Joel R Investment Counsel
California
$9.45K – – –
AWM
645
AllSquare Wealth Management
New York
$8.98K – – –
LIS
646
Legacy Investment Solutions
Idaho
$8.5K +$8.5K +87 New
LWMI
647
Legacy Wealth Management (Idaho)
Idaho
$8.5K +$8.5K +87 New
SWM
648
Sugarloaf Wealth Management
Georgia
$8.4K – – –
FPFS
649
First Personal Financial Services
North Carolina
$7.54K – – –
JFGIW
650
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$7.45K – – –
24 25
26
27 28