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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 %
CFG
676
Chapman Financial Group
Hawaii
$12K +$12K +130 New
RFA
677
Reyes Financial Architecture
California
$11.8K +$11.8K +127 New
GFPC
678
Global Financial Private Client
Florida
$9.82K – – –
IBOK
679
Independence Bank of Kentucky
Kentucky
$9.26K – – –
SL
680
Salomon & Ludwin
Virginia
$8.98K -$463 -5 -5%
AWM
681
AllSquare Wealth Management
New York
$8.7K – – –
CFB
682
Cullen/Frost Bankers
Texas
$8.24K -$1.85K -20 -18%
WPA
683
West Paces Advisors
Georgia
$7.59K +$7.59K +82 New
HCP
684
Hexagon Capital Partners
Arkansas
$7.59K +$7.59K +82 New
JFGIW
685
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$7.44K – – –
SC
686
SouthState Corp
Florida
$7.13K – – –
PG
687
Proffitt & Goodson
Tennessee
$6.48K +$6.48K +70 New
CBT
688
Crews Bank & Trust
Florida
$6.48K +$6.48K +70 New
WWP
689
WR Wealth Planners
Missouri
$6.22K – – –
CAWM
690
Capital A Wealth Management
Pennsylvania
$5.56K +$5.56K +60 New
FMP
691
Financial Management Professionals
Texas
$5K – – –
BLC
692
Brown, Lisle/Cummings
Rhode Island
$4.63K +$1.85K +20 +67%
FMII
693
Farmers & Merchants Investments Inc
Nebraska
$4.44K – – –
CSB
694
City State Bank
Iowa
$4.44K – – –
FLP
695
Financial Life Planners
Arizona
$4.11K +$4.11K +44 New
Simplex Trading
696
Simplex Trading
Illinois
$4K -$16K -192 -80%
BC
697
Barrett & Company
Rhode Island
$3.98K – – –
MIM
698
MTM Investment Management
South Carolina
$3.7K – – –
GT
699
Glenmede Trust
Pennsylvania
$3.7K – – –
RIA
700
Realta Investment Advisors
Delaware
$3.16K – – –
26 27
28
29 30