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iShares Core S&P US Value ETF

723 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, 270 increasing their positions, 207 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

123% more first-time investments, than exits

New positions opened: 98 | Existing positions closed: 44

30% more repeat investments, than reductions

Existing positions increased: 270 | Existing positions reduced: 207

16% more funds holding in top 10

Funds holding in top 10: 4552 (+7)

6% more capital invested

Capital invested by funds: $15.2B → $16B (+$849M)

6% more funds holding

Funds holding: 685723 (+38)

0.89% more ownership

Funds ownership: 78.69%79.58% (+0.89%)

Holders
723
Holders Change
+38
Holders Change %
+5.55%
% of All Funds
9.52%
Holding in Top 10
52
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+15.56%
% of All Funds
0.68%
New
98
Increased
270
Reduced
207
Closed
44
Calls
$269K
Puts
Net Calls
+$269K
Net Calls Change
+$193K
Name Holding Trade Value Shares
Change
Change in
Stake
Rockefeller Capital Management
101
Rockefeller Capital Management
New York
$12.4M +$558K +5,802 +5%
Creative Planning
102
Creative Planning
Kansas
$12.3M +$868K +9,023 +7%
SFA
103
Salus Financial Advisors
Colorado
$12.1M +$12.6M +131,141 New
BWM
104
Birchcreek Wealth Management
Ohio
$11.9M +$593K +6,161 +5%
PSCM
105
Per Stirling Capital Management
Texas
$11.9M +$363K +3,775 +3%
SPC
106
Sigma Planning Corp
Michigan
$11.6M +$733K +7,618 +6%
CAC
107
Certified Advisory Corp
Florida
$11.3M +$92.4K +961 +0.8%
UCFA
108
United Capital Financial Advisors
Texas
$11.2M -$110K -1,144 -0.9%
AWA
109
Amplius Wealth Advisors
Pennsylvania
$11.1M -$171K -1,775 -1%
EWA
110
ERTS Wealth Advisors
Michigan
$11M +$194K +2,014 +2%
KAS
111
Kestra Advisory Services
Texas
$11M -$486K -5,054 -4%
Charles Schwab
112
Charles Schwab
California
$11M -$1.37M -14,277 -11%
CIA
113
Concurrent Investment Advisors
Florida
$10.9M +$458K +4,757 +4%
SF
114
Symphony Financial
Texas
$10.6M +$25.2K +262 +0.2%
SC
115
Savant Capital
Illinois
$10.6M -$565K -5,879 -5%
AWS
116
Atria Wealth Solutions
New York
$10.6M -$19.3M -200,211 -64%
LFS
117
Lutz Financial Services
Nebraska
$10.5M -$91.7K -953 -0.8%
DIA
118
Dean Investment Associates
Ohio
$10.5M +$9.45M +98,246 +658%
GFA
119
Gallagher Fiduciary Advisors
Illinois
$10.5M -$75.2K -782 -0.7%
IWC
120
Integrated Wealth Concepts
Massachusetts
$10.2M -$44.8K -466 -0.4%
SIM
121
Synergy Investment Management
Florida
$10.1M +$10.5M +108,993 New
Susquehanna International Group
122
Susquehanna International Group
Pennsylvania
$9.79M +$10.2M +105,722 New
QC
123
Quent Capital
New York
$9.53M +$127K +1,322 +1%
RSWA
124
Robinson Smith Wealth Advisors
Maine
$9.3M +$300K +3,115 +3%
MWM
125
Modern Wealth Management
Kansas
$9.1M +$7.2M +74,814 +318%

IUSV Hedge Fund Activity: Q4 2024 in Review

723 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P US Value ETF (IUSV) for Q4 2024, worth a combined $16B — up 5.6% from $15.2B a quarter earlier.

Buyers outnumbered sellers: 98 funds opened new IUSV positions and 44 closed out — a net gain of 54 holders — while 270 added to existing stakes and 207 trimmed.

The largest buyer was Bank of America, adding an estimated $578M. The largest seller was Merit Financial Group, cutting an estimated $54.2M.

  • 723 institutional investors held iShares Core S&P US Value ETF (IUSV) as of Q4 2024, up from 685 in Q3 2024.
  • Funds reported $16B of iShares Core S&P US Value ETF stock for Q4 2024, up 5.6% quarter-over-quarter.
  • 98 funds opened new iShares Core S&P US Value ETF positions in Q4 2024 and 44 closed out, a net change of +54 holders.
  • The largest iShares Core S&P US Value ETF buyer in Q4 2024 was Bank of America, an estimated $578M added.
  • The largest iShares Core S&P US Value ETF seller in Q4 2024 was Merit Financial Group, an estimated $54.2M sold.

Based on aggregated 13F filings for Q4 2024.