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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 %
LNC
651
Lincoln National Corp
Pennsylvania
– -$1.54M -17,044 Closed
SAG
652
SageView Advisory Group
California
– -$1.85M -16,743 Closed
VWM
653
VCI Wealth Management
Missouri
– -$1.43M -15,772 Closed
MFA
654
Morling Financial Advisors
California
– -$1.42M -15,668 Closed
Brown Advisory
655
Brown Advisory
Maryland
– -$1.27M -14,068 Closed
MHS
656
M Holdings Securities
Oregon
– -$1.22M -13,439 Closed
Renaissance Technologies
657
Renaissance Technologies
New York
– -$1.13M -12,500 Closed
KIA
658
KCM Investment Advisors
California
– -$1.08M -11,935 Closed
NL
659
NWAM LLC
Washington
– -$1.05M -11,919 Closed
FNBOH
660
First National Bank of Hutchinson
Kansas
– -$778K -8,603 Closed
MWM
661
Meridian Wealth Management
Kentucky
– -$574K -6,349 Closed
CVA
662
Central Valley Advisors
California
– -$450K -4,978 Closed
BTWM
663
Baker Tilly Wealth Management
Wisconsin
– -$432K -4,782 Closed
RA
664
Rational Advisors
New York
– -$431K -4,761 Closed
YIH
665
Y-Intercept (HK)
Hong Kong
– -$367K -4,054 Closed
HIC
666
Hartline Investment Corp
Illinois
– -$338K -3,736 Closed
TPWA
667
Twin Peaks Wealth Advisors
California
– -$316K -3,490 Closed
HA
668
HFG Advisors
Ohio
– -$268K -2,962 Closed
NSCM
669
New South Capital Management
Tennessee
– -$241K -2,670 Closed
CA
670
CGN Advisors
Kansas
– -$217K -2,400 Closed
AWM
671
Apollon Wealth Management
South Carolina
– -$204K -2,259 Closed
ITB
672
Idaho Trust Bank
Idaho
– -$204K -2,250 Closed
FWM
673
Fingerlakes Wealth Management
New York
– -$204K -2,250 Closed
IAS
674
Insigneo Advisory Services
Florida
– -$202K -2,238 Closed
AWM
675
Accel Wealth Management
Iowa
– -$202K -2,228 Closed
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