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iShares Core S&P US Value ETF
IUSV

Overview Fund Activity

715 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, 267 increasing their positions, 204 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
715
Holders Change
+37
Holders Change %
+5.46%
% of All Funds
9.52%
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
267
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 %
PCFFS
626
Pacific Center for Financial Services
California
$65.6K – – –
TCOV
627
Trust Company of Vermont
Vermont
$63.8K – – –
AWM
628
Abound Wealth Management
Tennessee
$62.9K -$7.41K -80 -11%
KPP
629
Kings Path Partners
Texas
$62.5K -$46.8K -505 -43%
TC
630
Truvestments Capital
Florida
$60.2K – – –
FF
631
Finley Financial
Nevada
$59.9K +$59.9K +640 New
MG
632
Mather Group
Illinois
$59.2K – – –
BCWM
633
Bartlett & Co Wealth Management
Ohio
$56.6K – – –
MBFW
634
Morton Brown Family Wealth
Pennsylvania
$53.5K -$19.6K -212 -27%
SMA
635
Sage Mountain Advisors
Georgia
$51.8K – – –
AG
636
AmeriFlex Group
Nevada
$48.5K +$48.5K +509 New
BWL
637
Bogart Wealth LLC
Virginia
$48.1K – – –
PCTC
638
Perkins Coie Trust Company
Washington
$47.4K – – –
MFT
639
Moisand Fitzgerald Tamayo
Florida
$46.8K – – –
CWP
640
Concord Wealth Partners
Virginia
$45.8K +$278 +3 +0.6%
TFGT
641
TS Financial Group (TSFG)
Illinois
$45K – – –
WCM
642
Winthrop Capital Management
Indiana
$45K +$45K +488 New
MFC
643
Mechanics Financial Corp
Ohio
$41.4K – – –
GWSG
644
GPS Wealth Strategies Group
Colorado
$41.2K +$93 +1 +0.2%
NCM
645
Northwest Capital Management
Oregon
$41K – – –
HC
646
Hoese & Co
Minnesota
$40.8K +$40.8K +441 New
AA
647
Ancora Advisors
Ohio
$40.2K – – –
GWSA
648
Global Wealth Strategies & Associates
Colorado
$39.7K +$29.6K +320 +294%
BONH
649
Bank of New Hampshire
New Hampshire
$39.2K – – –
Franklin Resources
650
Franklin Resources
California
$38.4K +$36.1K +390 +1,560%
24 25
26
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