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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 %
LFS
101
Lutz Financial Services
Nebraska
$10.5M -$1M -11,398 -9%
BWM
102
Birchcreek Wealth Management
Ohio
$10.4M -$1.32K -15 -0%
IWC
103
Integrated Wealth Concepts
Massachusetts
$10.2M -$213K -2,415 -2%
FAIM
104
Financial Advocates Investment Management
Washington
$10.1M -$6.14M -69,639 -38%
SPC
105
Sigma Planning Corp
Michigan
$10.1M +$104K +1,175 +1%
CAC
106
Certified Advisory Corp
Florida
$9.83M +$1.23M +13,907 +14%
Truist Financial
107
Truist Financial
North Carolina
$9.77M -$441K -5,000 -4%
CIA
108
Concurrent Investment Advisors
Florida
$9.57M +$782K +8,873 +9%
SF
109
Symphony Financial
Texas
$9.44M +$2.49M +28,337 +36%
LSIA
110
LaSalle St. Investment Advisors
Illinois
$9.29M +$694K +7,873 +8%
ASN
111
Advisory Services Network
Georgia
$8.93M +$214K +2,423 +2%
RSWA
112
Robinson Smith Wealth Advisors
Maine
$8.9M +$94.3K +1,070 +1%
QC
113
Quent Capital
New York
$8.71M +$801K +9,088 +10%
DAS
114
Dynamic Advisor Solutions
Arizona
$8.62M +$519K +5,887 +6%
FC
115
Financial Council
Maryland
$8.06M -$59.2K -672 -0.7%
EIA
116
Eldridge Investment Advisors
New Hampshire
$7.92M -$524K -5,950 -6%
US Bancorp
117
US Bancorp
Minnesota
$7.9M -$120K -1,359 -1%
CWP
118
Corepath Wealth Partners
Arizona
$7.64M -$584K -6,652 -7%
IC
119
Iconiq Capital
California
$7.6M +$7.6M +86,256 New
MSFS
120
Main Street Financial Solutions
Pennsylvania
$7.53M +$1.23M +13,946 +20%
FHB
121
First Hawaiian Bank
Hawaii
$7.36M -$4.81M -54,622 -40%
AllianceBernstein
122
AllianceBernstein
Tennessee
$7.3M +$617 +7 +0%
HWM
123
HighMark Wealth Management
Minnesota
$7.05M -$82.3K -934 -1%
FFG
124
Foundry Financial Group
New Hampshire
$6.97M -$4.57M -51,808 -40%
Legacy Financial Group (Iowa)
125
Legacy Financial Group (Iowa)
Iowa
$6.93M +$236K +2,673 +4%
3 4
5
6 7