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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 %
PIAS
76
PCA Investment Advisory Services
Ohio
$17.2M +$989K +10,352 +6%
WC
77
Weil Company
California
$16.7M +$4.04M +42,261 +32%
TPCW
78
TD Private Client Wealth
New York
$16.4M -$3.14M -32,840 -16%
SWA
79
Strategies Wealth Advisors
Michigan
$16.2M -$211K -2,213 -1%
RWPA
80
Richard W. Paul & Associates
Michigan
$15.4M +$1.73M +18,133 +13%
GSIS
81
Global Strategic Investment Solutions
Arizona
$15.4M -$222K -2,328 -1%
CF
82
Centaurus Financial
California
$15.1M -$391K -4,093 -3%
CGA
83
Crescent Grove Advisors
Illinois
$14.8M +$157K +1,642 +1%
Kayne Anderson Rudnick Investment Management
84
Kayne Anderson Rudnick Investment Management
California
$14.4M -$221K -2,318 -2%
FAIM
85
Financial Advocates Investment Management
Washington
$14.3M +$3.21M +33,143 +29%
Stifel Financial
86
Stifel Financial
Missouri
$13.7M +$785K +8,226 +6%
TIM
87
Tortoise Investment Management
New York
$13.4M -$133K -1,392 -1%
CFG
88
Cosner Financial Group
Colorado
$13.4M -$87K -911 -0.6%
HPA
89
High Probability Advisors
New York
$13.3M -$132K -1,386 -1%
EFH
90
Eaton Financial Holdings
Florida
$13.1M +$13.1M +137,456 New
CPSC
91
Carl P. Sherr & Co
Massachusetts
$12.7M -$166K -1,742 -1%
Charles Schwab
92
Charles Schwab
California
$12.7M -$5.03M -52,641 -28%
LSIA
93
LaSalle St. Investment Advisors
Illinois
$12.7M +$2.61M +27,328 +26%
SWP
94
Stratos Wealth Partners
Ohio
$12.5M +$939K +9,829 +8%
Rockefeller Capital Management
95
Rockefeller Capital Management
New York
$12.2M -$567K -5,935 -4%
MWA
96
MFA Wealth Advisors
Pennsylvania
$12.2M -$909K -9,524 -7%
AAS
97
Ameritas Advisory Services
Nebraska
$12M -$3.58M -37,466 -23%
PSCM
98
Per Stirling Capital Management
Texas
$11.9M +$165K +1,725 +1%
KAS
99
Kestra Advisory Services
Texas
$11.9M -$19.4M -203,638 -62%
Creative Planning
100
Creative Planning
Kansas
$11.8M +$84.9K +889 +0.7%
2 3
4
5 6