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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 %
ZIG
151
Zuckerman Investment Group
Illinois
$4.85M +$1.03M +11,685 +27%
CAPTRUST Financial Advisors
152
CAPTRUST Financial Advisors
North Carolina
$4.85M -$13.8K -157 -0.3%
HCM
153
Howland Capital Management
Massachusetts
$4.82M +$57.4K +651 +1%
EFM
154
Eley Financial Management
Vermont
$4.67M -$94.9K -1,077 -2%
IWM
155
IHT Wealth Management
Illinois
$4.61M -$89K -1,010 -2%
AssetMark Inc
156
AssetMark Inc
California
$4.57M +$4.49M +50,975 +6,171%
EPM
157
Elm Partners Management
Pennsylvania
$4.54M +$454K +5,146 +11%
BCG
158
Breakwater Capital Group
New Jersey
$4.48M +$39.3K +446 +0.9%
PWM
159
Perigon Wealth Management
California
$4.44M -$171K -1,937 -4%
MA
160
Mutual Advisors
Nebraska
$4.43M +$264K +2,874 +6%
VA
161
Valmark Advisers
Ohio
$4.36M +$1.86M +21,100 +74%
AMG
162
Asset Management Group
Connecticut
$4.17M +$8.73K +99 +0.2%
Jane Street
163
Jane Street
New York
$4.09M +$4.09M +46,437 New
IA
164
IFG Advisory
Georgia
$4.07M +$826K +9,368 +25%
RC
165
Rovin Capital
Arizona
$4.04M -$2.26M -25,604 -36%
CM
166
Columbus Macro
Pennsylvania
$3.95M -$51.3K -583 -1%
Prudential Financial
167
Prudential Financial
New Jersey
$3.91M -$364K -4,135 -9%
FPIS
168
Financial Planning & Information Services
Wisconsin
$3.89M -$3.61K -41 -0.1%
CAM
169
Cresset Asset Management
Illinois
$3.86M -$32.6K -370 -0.8%
WMP
170
Wealth Management Partners
Arizona
$3.81M +$42.6K +483 +1%
B
171
Bailard
California
$3.64M -$15.8K -179 -0.4%
FM
172
Family Management
New York
$3.56M -$49.9K -566 -1%
BP
173
Ballentine Partners
Massachusetts
$3.52M +$3.52M +39,983 New
DDPIC
174
Deroy & Devereaux Private Investment Counsel
Michigan
$3.45M +$126K +1,425 +4%
D.E. Shaw & Co
175
D.E. Shaw & Co
New York
$3.42M +$3.42M +38,813 New
5 6
7
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