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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.

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
1
Bank of America
North Carolina
$6.63B
2
Morgan Stanley
2
Morgan Stanley
New York
$857M
3
AOI
3
Auto-Owners Insurance
Michigan
$125M
4
LPL Financial
4
LPL Financial
California
$1.28B
5
Jones Financial Companies
5
Jones Financial Companies
Missouri
$399M

Top Sellers

1
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$333M
2
MFG
2
Merit Financial Group
Georgia
$167M
3
Corient Private Wealth
3
Corient Private Wealth
Florida
$29.1M
4
VWM
4
Venturi Wealth Management
Texas
$64.4M
5
BTI
5
Blue Trust Inc
Georgia
$431M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAS
51
Avantax Advisory Services
Texas
$28.3M +$734K +7,927 +3%
PAG
52
Private Advisor Group
New Jersey
$26.4M +$21.8K +235 +0.1%
FWM
53
ForthRight Wealth Management
Georgia
$26.1M +$18.3K +198 +0.1%
AP
54
Americana Partners
Texas
$25.7M -$1.8M -19,442 -7%
MML Investors Services
55
MML Investors Services
Massachusetts
$25.4M +$1.53M +16,481 +6%
Mercer Global Advisors
56
Mercer Global Advisors
Colorado
$25.1M +$19.7M +212,360 +359%
DA
57
Drake & Associates
Wisconsin
$24.8M +$1.42M +15,087 +6%
SCA
58
Southern Capital Advisors
Tennessee
$24.7M +$470K +5,073 +2%
CIM
59
Confluence Investment Management
Missouri
$24.4M +$17.8M +192,371 +271%
Truist Financial
60
Truist Financial
North Carolina
$24.1M +$14.6M +157,593 +153%
VA
61
Vident Advisory
Georgia
$24.1M +$1.77M +19,104 +8%
Cambridge Investment Research Advisors
62
Cambridge Investment Research Advisors
Iowa
$23.5M +$1.3M +14,041 +6%
Baird Financial Group
63
Baird Financial Group
Wisconsin
$23M +$5.98M +64,597 +35%
DI
64
DDFG Inc
California
$22.3M +$1.27M +13,713 +6%
MWP
65
Madison Wealth Partners
Wisconsin
$22.3M +$260K +2,813 +1%
HR
66
Howe & Rusling
New York
$22M +$1.75M +18,922 +9%
SA
67
Sanctuary Advisors
Indiana
$21.2M -$308K -3,212 -1%
GC
68
Garde Capital
Washington
$21M +$265K +2,858 +1%
PBF
69
Petix & Botte Financial
California
$20.6M -$7.54M -81,407 -27%
PIAS
70
PCA Investment Advisory Services
Ohio
$20.5M +$3.79M +40,891 +23%
WC
71
Weil Company
California
$20.3M +$4.08M +44,015 +25%
SCM
72
Steele Capital Management
Iowa
$19.7M +$463K +4,997 +2%
CFD
73
Creative Financial Designs
Indiana
$18.6M +$1.51M +16,309 +9%
IWMWV
74
Ironwood Wealth Management (West Virginia)
West Virginia
$18.6M -$365 -4 -0%
SW
75
SkyOak Wealth
Michigan
$18.5M +$184K +1,985 +1%
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3
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