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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 %
PIAS
76
PCA Investment Advisory Services
Ohio
$15M +$2M +22,642 +15%
Cambridge Investment Research Advisors
77
Cambridge Investment Research Advisors
Iowa
$14.7M +$395K +4,480 +3%
CFD
78
Creative Financial Designs
Indiana
$14.5M +$1.56M +17,713 +12%
GSIS
79
Global Strategic Investment Solutions
Arizona
$14.4M -$4.58K -52 -0%
AAS
80
Ameritas Advisory Services
Nebraska
$14.3M +$2.72M +30,897 +23%
CF
81
Centaurus Financial
California
$14.3M +$969K +10,991 +7%
Baird Financial Group
82
Baird Financial Group
Wisconsin
$14.3M -$475K -5,385 -3%
CGA
83
Crescent Grove Advisors
Illinois
$13.5M +$2.82K +32 +0%
Kayne Anderson Rudnick Investment Management
84
Kayne Anderson Rudnick Investment Management
California
$13.5M -$671K -7,622 -5%
RWPA
85
Richard W. Paul & Associates
Michigan
$12.6M +$690K +7,825 +6%
TIM
86
Tortoise Investment Management
New York
$12.5M -$252K -2,860 -2%
CFG
87
Cosner Financial Group
Colorado
$12.5M -$128K -1,458 -1%
HPA
88
High Probability Advisors
New York
$12.4M -$3.89M -44,152 -24%
MWA
89
MFA Wealth Advisors
Pennsylvania
$12.1M -$115K -1,309 -0.9%
Stifel Financial
90
Stifel Financial
Missouri
$11.9M +$301K +3,414 +3%
CPSC
91
Carl P. Sherr & Co
Massachusetts
$11.9M -$188K -2,131 -2%
Rockefeller Capital Management
92
Rockefeller Capital Management
New York
$11.8M -$81.6K -926 -0.7%
WC
93
Weil Company
California
$11.7M +$9.53M +108,125 +434%
SC
94
Savant Capital
Illinois
$11.4M +$104K +1,183 +0.9%
AWA
95
Amplius Wealth Advisors
Pennsylvania
$11.1M -$430K -4,874 -4%
UCFA
96
United Capital Financial Advisors
Texas
$11M -$1.17M -13,221 -10%
Creative Planning
97
Creative Planning
Kansas
$10.8M +$791K +8,970 +8%
PSCM
98
Per Stirling Capital Management
Texas
$10.8M +$12.7K +144 +0.1%
SWP
99
Stratos Wealth Partners
Ohio
$10.7M +$1.41M +16,027 +15%
EWA
100
ERTS Wealth Advisors
Michigan
$10.6M -$8.9M -100,994 -46%
2 3
4
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