IUSV icon

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 %
BWM
101
Birchcreek Wealth Management
Ohio
$11.7M +$423K +4,426 +4%
UCFA
102
United Capital Financial Advisors
Texas
$11.7M -$230K -2,404 -2%
AWA
103
Amplius Wealth Advisors
Pennsylvania
$11.6M -$428K -4,478 -4%
CAC
104
Certified Advisory Corp
Florida
$11.5M +$896K +9,385 +8%
SC
105
Savant Capital
Illinois
$11.5M -$873K -9,145 -7%
SPC
106
Sigma Planning Corp
Michigan
$11.3M +$363K +3,803 +3%
EWA
107
ERTS Wealth Advisors
Michigan
$11.2M -$320K -3,354 -3%
LFS
108
Lutz Financial Services
Nebraska
$10.9M -$438K -4,585 -4%
GFA
109
Gallagher Fiduciary Advisors
Illinois
$10.9M -$24.2M -253,711 -69%
CIA
110
Concurrent Investment Advisors
Florida
$10.7M +$373K +3,905 +4%
SF
111
Symphony Financial
Texas
$10.7M +$459K +4,827 +4%
IWC
112
Integrated Wealth Concepts
Massachusetts
$10.6M -$429K -4,489 -4%
Truist Financial
113
Truist Financial
North Carolina
$9.82M -$775K -8,111 -7%
QC
114
Quent Capital
New York
$9.7M +$264K +2,769 +3%
DAS
115
Dynamic Advisor Solutions
Arizona
$9.46M +$122K +1,282 +1%
RSWA
116
Robinson Smith Wealth Advisors
Maine
$9.29M -$354K -3,708 -4%
SC
117
Sapient Capital
Indiana
$9.1M +$9.1M +95,323 New
ASN
118
Advisory Services Network
Georgia
$8.93M – – –
FC
119
Financial Council
Maryland
$8.71M -$26.9K -282 -0.3%
MSFS
120
Main Street Financial Solutions
Pennsylvania
$8.69M +$527K +5,518 +6%
EIA
121
Eldridge Investment Advisors
New Hampshire
$8.58M +$2.39K +25 +0%
CWP
122
Corepath Wealth Partners
Arizona
$8.4M -$10.1K -104 -0.1%
IC
123
Iconiq Capital
California
$8.29M +$50.3K +527 +0.6%
AllianceBernstein
124
AllianceBernstein
Tennessee
$7.92M +$13.7K +143 +0.2%
RSWM
125
Robertson Stephens Wealth Management
California
$7.89M +$1.39M +14,594 +21%
3 4
5
6 7