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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 %
SC
651
SouthState Corp
Florida
$7.35K – – –
WWP
652
WR Wealth Planners
Missouri
$6.37K +$95 +1 +2%
OFG
653
Oxford Financial Group
Indiana
$6.21K – – –
CAS
654
Coppell Advisory Solutions
Texas
$5.14K +$5.14K +54 New
FMP
655
Financial Management Professionals
Texas
$5K – – –
FMII
656
Farmers & Merchants Investments Inc
Nebraska
$4.58K -$28.7K -300 -86%
CSB
657
City State Bank
Iowa
$4.58K – – –
BC
658
Barrett & Company
Rhode Island
$4.11K – – –
GT
659
Glenmede Trust
Pennsylvania
$3.82K – – –
MIM
660
MTM Investment Management
South Carolina
$3.81K – – –
BL
661
Balentine LLC
Georgia
$3.44K – – –
RIA
662
Realta Investment Advisors
Delaware
$3.29K -$97 -1 -3%
WAM
663
WFA Asset Management
Wisconsin
$3.06K – – –
VNA
664
Valley National Advisers
Pennsylvania
$3K +$1.05K +13 +54%
BLC
665
Brown, Lisle/Cummings
Rhode Island
$2.87K +$2.87K +30 New
LWANC
666
Laurel Wealth Advisors (North Carolina)
North Carolina
$2.67K +$2.67K +28 New
FAM
667
Family Asset Management
South Carolina
$2.48K – – –
Franklin Resources
668
Franklin Resources
California
$2.42K – – –
PIP
669
Peachtree Investment Partners
Florida
$2.29K +$2.29K +24 New
MLA
670
MB, Levis & Associates
Pennsylvania
$2.26K +$94 +1 +4%
DCM
671
Disciplina Capital Management
Tennessee
$1.47K -$96.8K -989 -99%
Fifth Third Bancorp
672
Fifth Third Bancorp
Ohio
$1.43K -$286 -3 -17%
CTC
673
Central Trust Company
Missouri
$1.05K – – –
CPA
674
Clear Point Advisors
New York
$1.02K – – –
TFA
675
Transamerica Financial Advisors
Florida
$1K +$1K +7 New
25 26
27
28 29