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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 %
CAM
651
Clarity Asset Management
Iowa
$37.5K +$93 +1 +0.2%
HIMS
652
Hager Investment Management Services
New Hampshire
$35.8K +$35.8K +387 New
MJRIC
653
Mogy Joel R Investment Counsel
California
$34.7K +$25.6K +276 +279%
DWA
654
Dougherty Wealth Advisers
Minnesota
$32.7K -$1.57K -17 -5%
VWA
655
Valued Wealth Advisors
Utah
$31.2K – – –
CSC
656
Caldwell Sutter Capital
California
$26.3K – – –
DIP
657
DT Investment Partners
Pennsylvania
$26.2K -$92.6K -1,000 -78%
HIA
658
Harbor Investment Advisory
Maryland
$25.9K – – –
PMFA
659
Plante Moran Financial Advisors
Michigan
$23.1K -$48.8K -527 -68%
CB
660
CNB Bank
Pennsylvania
$23.1K – – –
LC
661
Lindbrook Capital
California
$21.9K – – –
NFSG
662
Newbridge Financial Services Group
Florida
$21K +$21K +226 New
AIC
663
Archer Investment Corporation
Indiana
$20.8K +$5.66K +61 +37%
GI
664
GAMMA Investing
California
$19.6K – – –
TAM
665
Tucker Asset Management
Colorado
$18K – – –
VCM
666
Viewpoint Capital Management
Washington
$16.7K – – –
PC
667
Promus Capital
Illinois
$16.4K +$16.4K +177 New
VWA
668
VSM Wealth Advisory
Maryland
$16.1K +$16.1K +174 New
BIG
669
Brooklyn Investment Group
New York
$15.8K +$15.8K +171 New
SN
670
Sittner & Nelson
Oregon
$14.6K – – –
CAL
671
Capital Advisors Ltd
Ohio
$14K – – –
RIL
672
Rothschild Investment LLC
Illinois
$13.9K – – –
TSMHT
673
Thurston Springer Miller Herd & Titak
Indiana
$13.7K – – –
OW
674
Olistico Wealth
Oklahoma
$13.5K – – –
MTIC
675
Missouri Trust & Investment Company
Missouri
$12.9K – – –
25 26
27
28 29