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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 %
US Bancorp
151
US Bancorp
Minnesota
$5.46M -$3.11M -32,543 -36%
CAPTRUST Financial Advisors
152
CAPTRUST Financial Advisors
North Carolina
$5.42M +$170K +1,781 +3%
WWM
153
WJ Wealth Management
Arizona
$5.37M +$85.3K +893 +2%
M&T Bank
154
M&T Bank
New York
$5.37M -$528K -5,526 -9%
TWC
155
TD Waterhouse Canada
Ontario, Canada
$5.3M +$4.02M +42,363 +317%
GRP
156
Global Retirement Partners
California
$5.25M -$1.25M -13,041 -19%
CNTOF
157
Canandaigua National Trust of Florida
New York
$5.22M +$5.22M +54,695 New
ZIG
158
Zuckerman Investment Group
Illinois
$5.2M -$54.3K -569 -1%
HCM
159
Howland Capital Management
Massachusetts
$5.18M -$36.4K -381 -0.7%
Prudential Financial
160
Prudential Financial
New Jersey
$4.92M +$685K +7,171 +16%
EFM
161
Eley Financial Management
Vermont
$4.91M -$159K -1,670 -3%
IA
162
IFG Advisory
Georgia
$4.9M +$497K +5,206 +11%
IWM
163
IHT Wealth Management
Illinois
$4.9M -$94.8K -993 -2%
EPM
164
Elm Partners Management
Pennsylvania
$4.89M -$32.1K -336 -0.7%
BCG
165
Breakwater Capital Group
New Jersey
$4.85M +$1.91K +20 +0%
MA
166
Mutual Advisors
Nebraska
$4.77M +$146K +1,523 +3%
FPGK
167
Financial Partners Group (Kansas)
Kansas
$4.76M +$4.3M +45,054 +934%
PWM
168
Perigon Wealth Management
California
$4.72M -$91K -953 -2%
SS
169
Sunbelt Securities
Texas
$4.56M +$1.15M +12,058 +34%
Comerica Bank
170
Comerica Bank
Texas
$4.5M -$776K -8,129 -15%
AMG
171
Asset Management Group
Connecticut
$4.5M -$25.2K -264 -0.6%
VA
172
Valmark Advisers
Ohio
$4.46M -$264K -2,768 -6%
HH
173
Hilltop Holdings
Texas
$4.38M +$1.35M +14,173 +45%
FPIS
174
Financial Planning & Information Services
Wisconsin
$4.22M +$12.1K +127 +0.3%
CM
175
Columbus Macro
Pennsylvania
$4.15M -$154K -1,608 -4%
5 6
7
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