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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 %
PS
51
Principal Securities
Iowa
$28.7M +$2.92M +33,097 +11%
KAS
52
Kestra Advisory Services
Texas
$28.4M +$9.33M +107,605 +49%
AWS
53
Atria Wealth Solutions
New York
$27.8M +$515K +5,841 +2%
FWM
54
ForthRight Wealth Management
Georgia
$27.3M -$1.31M -14,912 -5%
PBF
55
Petix & Botte Financial
California
$26.5M +$12.9M +146,464 +95%
AAS
56
Avantax Advisory Services
Texas
$26M +$2.24M +25,423 +9%
PAG
57
Private Advisor Group
New Jersey
$24.8M +$7.22M +81,868 +41%
SCA
58
Southern Capital Advisors
Tennessee
$22.1M +$6.52K +74 +0%
VA
59
Vident Advisory
Georgia
$21.9M +$2.18M +24,692 +11%
DA
60
Drake & Associates
Wisconsin
$21.3M +$184K +2,093 +0.9%
SA
61
Sanctuary Advisors
Indiana
$20.7M +$20.7M +237,094 New
MML Investors Services
62
MML Investors Services
Massachusetts
$20.5M +$2.04M +23,162 +11%
GC
63
Garde Capital
Washington
$20M -$229K -2,600 -1%
MWP
64
Madison Wealth Partners
Wisconsin
$19.7M +$667K +7,568 +3%
DI
65
DDFG Inc
California
$19.5M +$503K +5,703 +3%
SCM
66
Steele Capital Management
Iowa
$18.7M -$523K -5,938 -3%
TF
67
Trek Financial
Arizona
$18.5M -$3.2M -36,335 -15%
IWMWV
68
Ironwood Wealth Management (West Virginia)
West Virginia
$18.4M +$66.2K +740 +0.4%
TPCW
69
TD Private Client Wealth
New York
$18M +$711K +8,063 +4%
HR
70
Howe & Rusling
New York
$17.7M -$590K -6,699 -3%
SW
71
SkyOak Wealth
Michigan
$16.7M +$803K +9,109 +5%
Bank Julius Baer & Co
72
Bank Julius Baer & Co
Switzerland
$16.6M -$2.83M -28,859 -15%
Charles Schwab
73
Charles Schwab
California
$16.3M -$1.53M -17,407 -9%
EH
74
Equitable Holdings
New York
$15.2M +$970K +11,004 +7%
SWA
75
Strategies Wealth Advisors
Michigan
$15.1M -$242K -2,742 -2%
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