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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
Bank of America
North Carolina
$6.63B
2
Morgan Stanley
Morgan Stanley
New York
$857M
3
AOI
Auto-Owners Insurance
Michigan
$125M
4
LPL Financial
LPL Financial
California
$1.28B
5
Jones Financial Companies
Jones Financial Companies
Missouri
$399M

Top Sellers

1
Koshinski Asset Management
Koshinski Asset Management
Illinois
$333M
2
MFG
Merit Financial Group
Georgia
$167M
3
Corient Private Wealth
Corient Private Wealth
Florida
$29.1M
4
VWM
Venturi Wealth Management
Texas
$64.4M
5
BTI
Blue Trust Inc
Georgia
$431M
Name Holding Trade Value Shares
Change 		Shares
Change %
DAS
126
Dynamic Advisor Solutions
Arizona
$9.1M -$76.5K -826 -0.8%
MSFS
127
Main Street Financial Solutions
Pennsylvania
$9M +$574K +6,202 +7%
SC
128
Sapient Capital
Indiana
$8.83M – – –
FC
129
Financial Council
Maryland
$8.44M -$2.13K -23 -0%
EIA
130
Eldridge Investment Advisors
New Hampshire
$8.4M +$74K +799 +0.9%
CWP
131
Corepath Wealth Partners
Arizona
$8.36M +$328K +3,548 +4%
IC
132
Iconiq Capital
California
$8.08M +$47.5K +513 +0.6%
AllianceBernstein
133
AllianceBernstein
Tennessee
$7.97M +$285K +3,074 +4%
Legacy Financial Group (Iowa)
134
Legacy Financial Group (Iowa)
Iowa
$7.94M +$349K +3,768 +5%
CM
135
Columbus Macro
Pennsylvania
$7.73M +$3.72M +40,180 +93%
Mariner
136
Mariner
Kansas
$7.66M +$506K +5,465 +7%
COCM
137
Charter Oak Capital Management
New Hampshire
$7.44M +$67.3K +727 +0.9%
BWA
138
Beam Wealth Advisors
Louisiana
$7.4M -$132K -1,424 -2%
OIA
139
OneDigital Investment Advisors
Kansas
$7.37M +$1.05M +11,355 +17%
HWM
140
HighMark Wealth Management
Minnesota
$7.24M -$102K -1,106 -1%
IAN
141
Integrated Advisors Network
Texas
$7.03M +$3.21M +34,689 +84%
FFG
142
Foundry Financial Group
New Hampshire
$7.01M -$56.2K -607 -0.8%
MWA
143
Motive Wealth Advisors
Michigan
$7M -$44.5K -481 -0.6%
SCP
144
Stevens Capital Partners
Nebraska
$6.92M +$50.6K +546 +0.7%
Financial Engines Advisors
145
Financial Engines Advisors
California
$6.83M +$4.89M +52,785 +252%
Tudor Investment Corp
146
Tudor Investment Corp
Connecticut
$6.77M +$672K +7,255 +11%
ECG
147
Edge Capital Group
Georgia
$6.66M -$126K -1,364 -2%
LSL
148
Legacy Solutions LLC
Pennsylvania
$6.46M +$6.46M +69,735 New
Janney Montgomery Scott
149
Janney Montgomery Scott
Pennsylvania
$6.41M +$820K +8,861 +15%
Comerica Bank
150
Comerica Bank
Texas
$6.23M +$1.87M +20,175 +43%
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