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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 %
AP
726
Appleton Partners
Massachusetts
– -$307K -3,212 Closed
EI
727
Ellevest Inc
New York
– -$303K -3,176 Closed
FTDI
728
First Trust Direct Indexing
Massachusetts
– -$294K -3,080 Closed
CFG
729
Citizens Financial Group
Rhode Island
– -$273K -2,857 Closed
GLA
730
Good Life Advisors
Pennsylvania
– -$264K -2,760 Closed
BFWA
731
Benchmark Financial Wealth Advisors
Florida
– -$243K -2,547 Closed
DAS
732
Diversify Advisory Services
Utah
– -$240K -2,492 Closed
STA
733
Summit Trail Advisors
New York
– -$214K -2,245 Closed
LRWA
734
Long Run Wealth Advisors
New York
– -$209K -2,193 Closed
PSA
735
Plum Street Advisors
Louisiana
– -$209K -2,192 Closed
NEPWA
736
New England Private Wealth Advisors
Massachusetts
– -$209K -2,187 Closed
JIC
737
Johnson Investment Counsel
Ohio
– -$208K -2,173 Closed
CWMS
738
Cannon Wealth Management Services
North Carolina
– -$202K -2,118 Closed
GC
739
Gibson Capital
Pennsylvania
– -$201K -2,106 Closed
FG
740
Fiduciary Group
Georgia
– -$201K -2,100 Closed
MIM
741
Macroview Investment Management
Maryland
– -$139K -1,452 Closed
HGERS
742
Householder Group Estate & Retirement Specialist
Arizona
– -$131K -1,380 Closed
ANBT
743
American National Bank & Trust
Texas
– -$88K -922 Closed
JIP
744
Jaffetilchin Investment Partners
Florida
– -$76.5K -801 Closed
FAM
745
Flaharty Asset Management
Florida
– -$58.5K -613 Closed
NS
746
NBC Securities
Alabama
– -$57K -602 Closed
CPA
747
Capital Performance Advisors
California
– -$32.5K -340 Closed
GJWM
748
Gilliland Jeter Wealth Management
Arkansas
– -$30.1K -315 Closed
GGI
749
Godsey & Gibb Inc
Virginia
– -$23.2K -243 Closed
BCMLT
750
Beacon Capital Management LLC (Tennessee)
Tennessee
– -$12.5K -131 Closed
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