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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.

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 %
Rockefeller Capital Management
101
Rockefeller Capital Management
New York
$12.4M +$537K +5,802 +5%
Creative Planning
102
Creative Planning
Kansas
$12.3M +$835K +9,023 +7%
SFA
103
Salus Financial Advisors
Colorado
$12.1M +$12.1M +131,141 New
BWM
104
Birchcreek Wealth Management
Ohio
$11.9M +$570K +6,161 +5%
PSCM
105
Per Stirling Capital Management
Texas
$11.9M +$350K +3,775 +3%
SPC
106
Sigma Planning Corp
Michigan
$11.6M +$705K +7,618 +6%
CAC
107
Certified Advisory Corp
Florida
$11.3M +$89K +961 +0.8%
UCFA
108
United Capital Financial Advisors
Texas
$11.2M -$106K -1,144 -0.9%
AWA
109
Amplius Wealth Advisors
Pennsylvania
$11.1M -$164K -1,775 -1%
EWA
110
ERTS Wealth Advisors
Michigan
$11M +$186K +2,014 +2%
KAS
111
Kestra Advisory Services
Texas
$11M -$468K -5,054 -4%
Charles Schwab
112
Charles Schwab
California
$11M -$1.32M -14,277 -11%
CIA
113
Concurrent Investment Advisors
Florida
$10.9M +$440K +4,757 +4%
SF
114
Symphony Financial
Texas
$10.6M +$24.8K +262 +0.2%
SC
115
Savant Capital
Illinois
$10.6M -$544K -5,879 -5%
AWS
116
Atria Wealth Solutions
New York
$10.6M -$18.5M -200,211 -64%
LFS
117
Lutz Financial Services
Nebraska
$10.5M -$88.2K -953 -0.8%
DIA
118
Dean Investment Associates
Ohio
$10.5M +$9.1M +98,246 +658%
GFA
119
Gallagher Fiduciary Advisors
Illinois
$10.5M -$72.4K -782 -0.7%
IWC
120
Integrated Wealth Concepts
Massachusetts
$10.2M -$43.1K -466 -0.4%
SIM
121
Synergy Investment Management
Florida
$10.1M +$10.1M +108,993 New
Susquehanna International Group
122
Susquehanna International Group
Pennsylvania
$9.79M +$9.79M +105,722 New
QC
123
Quent Capital
New York
$9.53M +$122K +1,322 +1%
RSWA
124
Robinson Smith Wealth Advisors
Maine
$9.3M +$288K +3,115 +3%
MWM
125
Modern Wealth Management
Kansas
$9.1M +$6.93M +74,814 +318%
3 4
5
6 7