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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
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 %
Bank Julius Baer & Co
76
Bank Julius Baer & Co
Switzerland
$18.3M +$1.26M +12,341 +7%
TF
77
Trek Financial
Arizona
$17.7M -$10.7M -115,325 -38%
EH
78
Equitable Holdings
New York
$17M -$2.45M -26,491 -13%
TPCW
79
TD Private Client Wealth
New York
$16.9M +$993K +10,722 +6%
AI
80
Atria Investments
North Carolina
$16.5M -$721K -7,784 -4%
AAS
81
Ameritas Advisory Services
Nebraska
$16.4M +$4.82M +52,054 +42%
SWA
82
Strategies Wealth Advisors
Michigan
$15.8M -$274K -2,891 -2%
Stifel Financial
83
Stifel Financial
Missouri
$15.6M +$2.34M +25,276 +18%
RWPA
84
Richard W. Paul & Associates
Michigan
$14.9M +$15.1K +163 +0.1%
QC
85
Quadrature Capital
United Kingdom
$14.9M +$14.9M +160,852 New
CGA
86
Crescent Grove Advisors
Illinois
$14.7M +$303K +3,270 +2%
Kayne Anderson Rudnick Investment Management
87
Kayne Anderson Rudnick Investment Management
California
$14.6M +$695K +7,503 +5%
CF
88
Centaurus Financial
California
$14.4M -$276K -2,985 -2%
GSIS
89
Global Strategic Investment Solutions
Arizona
$13.6M -$1.27M -13,769 -9%
CFG
90
Cosner Financial Group
Colorado
$13.2M +$140K +1,512 +1%
HPA
91
High Probability Advisors
New York
$13.1M +$199K +2,146 +2%
FPGK
92
Financial Partners Group (Kansas)
Kansas
$13M +$8.39M +90,565 +182%
MWA
93
MFA Wealth Advisors
Pennsylvania
$12.8M +$1.02M +11,066 +9%
TIM
94
Tortoise Investment Management
New York
$12.7M -$296K -3,199 -2%
LSIA
95
LaSalle St. Investment Advisors
Illinois
$12.7M +$389K +4,205 +3%
EFH
96
Eaton Financial Holdings
Florida
$12.6M -$128K -1,382 -1%
CPSC
97
Carl P. Sherr & Co
Massachusetts
$12.5M +$157K +1,696 +1%
FFG
98
Fortress Financial Group
Minnesota
$12.4M +$12.4M +134,200 New
FAIM
99
Financial Advocates Investment Management
Washington
$12.4M -$1.26M -13,579 -9%
SWP
100
Stratos Wealth Partners
Ohio
$12.4M +$259K +2,801 +2%
2 3
4
5 6