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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 %
VNA
701
Valley National Advisers
Pennsylvania
$3K – – –
PMIM
702
Prudent Man Investment Management
Colorado
$2.87K +$2.87K +31 New
CPBTD
703
Central Pacific Bank - Trust Division
Hawaii
$2.87K +$2.87K +31 New
LWANC
704
Laurel Wealth Advisors (North Carolina)
North Carolina
$2.59K – – –
PIP
705
Peachtree Investment Partners
Florida
$2.22K – – –
MLA
706
MB, Levis & Associates
Pennsylvania
$2.2K – – –
SWM
707
Sugarloaf Wealth Management
Georgia
$2.13K -$6.02K -65 -74%
WAM
708
WFA Asset Management
Wisconsin
$1.58K -$1.39K -15 -47%
MMCM
709
Murphy & Mullick Capital Management
New York
$1.48K +$1.48K +16 New
DCM
710
Disciplina Capital Management
Tennessee
$1.43K – – –
LCM
711
Logan Capital Management
Pennsylvania
$1.2K +$1.2K +13 New
CTC
712
Central Trust Company
Missouri
$1.02K – – –
TFA
713
Transamerica Financial Advisors
Florida
$1K – – –
TRCT
714
Tower Research Capital (TRC)
New York
$741 +$741 +8 New
IHWM
715
Iron Horse Wealth Management
Iowa
$703 – – –
DAM
716
Delta Asset Management
Tennessee
$300 – – –
Prudential Financial
717
Prudential Financial
New Jersey
– -$4.92M -51,485 Closed
HOWA
718
Heritage Oak Wealth Advisors
Florida
– -$2.59M -27,115 Closed
VAM
719
Verity Asset Management
North Carolina
– -$1.67M -17,522 Closed
D.E. Shaw & Co
720
D.E. Shaw & Co
New York
– -$841K -8,809 Closed
LF
721
Lantz Financial
Illinois
– -$827K -8,665 Closed
AWM
722
Apollon Wealth Management
South Carolina
– -$574K -6,006 Closed
SFS
723
Strategic Financial Services
New York
– -$532K -5,568 Closed
YIH
724
Y-Intercept (HK)
Hong Kong
– -$372K -3,891 Closed
EWA
725
Encompass Wealth Advisors
Oregon
– -$335K -3,509 Closed
27 28
29
30 31