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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
1
Bank of America
North Carolina
$6.26B
2
BEI
2
Benjamin Edwards Inc
Missouri
$79.7M
3
KIM
3
Kestra Investment Management
Texas
$222M
4
LPL Financial
4
LPL Financial
California
$1.27B
5
Jones Financial Companies
5
Jones Financial Companies
Missouri
$370M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$32.4M
2
SWM
2
Scissortail Wealth Management
Oklahoma
$209K
3
Focus Partners Wealth
3
Focus Partners Wealth
Massachusetts
$41.4M
4
GFA
4
Gallagher Fiduciary Advisors
Illinois
$10.9M
5
AI
5
Atria Investments
North Carolina
$17.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
PBF
51
Petix & Botte Financial
California
$29.1M +$319K +3,336 +1%
AAS
52
Avantax Advisory Services
Texas
$28.4M +$278K +2,914 +1%
AP
53
Americana Partners
Texas
$28.3M +$28.3M +296,769 New
PAG
54
Private Advisor Group
New Jersey
$27.2M +$300K +3,141 +1%
FWM
55
ForthRight Wealth Management
Georgia
$26.9M -$2.76M -28,892 -9%
SCA
56
Southern Capital Advisors
Tennessee
$24.9M +$949K +9,943 +4%
FHA
57
Flagship Harbor Advisors
Massachusetts
$24.8M +$24.8M +259,724 New
MML Investors Services
58
MML Investors Services
Massachusetts
$24.6M +$2.43M +25,450 +11%
DA
59
Drake & Associates
Wisconsin
$23.7M +$622K +6,513 +3%
VA
60
Vident Advisory
Georgia
$23M -$732K -7,662 -3%
Cambridge Investment Research Advisors
61
Cambridge Investment Research Advisors
Iowa
$22.9M +$6.91M +72,368 +43%
MWP
62
Madison Wealth Partners
Wisconsin
$22.8M +$1.39M +14,578 +7%
SA
63
Sanctuary Advisors
Indiana
$22.2M -$1.3M -13,108 -6%
DI
64
DDFG Inc
California
$21.7M +$632K +6,614 +3%
GC
65
Garde Capital
Washington
$21.4M -$259K -2,712 -1%
HR
66
Howe & Rusling
New York
$20.9M +$1.67M +17,529 +9%
EH
67
Equitable Holdings
New York
$20.1M +$3.64M +38,108 +22%
SCM
68
Steele Capital Management
Iowa
$19.8M -$423K -4,428 -2%
IWMWV
69
Ironwood Wealth Management (West Virginia)
West Virginia
$19.3M -$164K -1,723 -0.8%
KPWS
70
Kestra Private Wealth Services
Texas
$18.9M -$13.1M -136,704 -41%
SW
71
SkyOak Wealth
Michigan
$18.8M +$728K +7,622 +4%
Bank Julius Baer & Co
72
Bank Julius Baer & Co
Switzerland
$18.8M -$312K -2,755 -2%
AI
73
Atria Investments
North Carolina
$17.7M -$23.8M -248,862 -57%
CFD
74
Creative Financial Designs
Indiana
$17.6M +$1.85M +19,382 +12%
Baird Financial Group
75
Baird Financial Group
Wisconsin
$17.5M +$2.08M +21,787 +13%
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