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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 %
EIC
151
Equity Investment Corp
Georgia
$6.18M +$3.73M +40,334 +153%
CWA
152
Canvas Wealth Advisors
Kansas
$6.16M +$281K +3,037 +5%
FHB
153
First Hawaiian Bank
Hawaii
$6.1M -$1.03M -11,126 -14%
PP
154
PrairieView Partners
Minnesota
$5.89M -$240K -2,596 -4%
Russell Investments Group
155
Russell Investments Group
United Kingdom
$5.77M -$9.63K -104 -0.2%
AWM
156
Able Wealth Management
New Jersey
$5.71M +$250K +2,697 +5%
IA
157
IFG Advisory
Georgia
$5.7M +$944K +10,197 +20%
ZIG
158
Zuckerman Investment Group
Illinois
$5.68M +$519K +5,476 +10%
TWC
159
TD Waterhouse Canada
Ontario, Canada
$5.65M +$489K +5,279 +9%
DWM
160
Defined Wealth Management
Oregon
$5.61M -$42K -454 -0.7%
UWM
161
USAdvisors Wealth Management
Minnesota
$5.58M -$255K -2,754 -4%
SWM
162
Spire Wealth Management
Virginia
$5.56M -$53.2K -575 -0.9%
EPM
163
Elm Partners Management
Pennsylvania
$5.47M +$730K +7,883 +15%
1WA
164
180 Wealth Advisors
Washington
$5.4M -$87.9K -949 -2%
RC
165
Rovin Capital
Arizona
$5.31M -$1.6M -17,309 -23%
VPW
166
Variant Private Wealth
Virginia
$5.3M +$5.3M +57,205 New
CAPTRUST Financial Advisors
167
CAPTRUST Financial Advisors
North Carolina
$5.24M -$12.9K -139 -0.2%
CNTOF
168
Canandaigua National Trust of Florida
New York
$5.15M +$88.5K +956 +2%
IWM
169
IHT Wealth Management
Illinois
$5.05M +$300K +3,241 +6%
HCM
170
Howland Capital Management
Massachusetts
$5.02M – – –
GRP
171
Global Retirement Partners
California
$4.99M -$106K -1,150 -2%
US Bancorp
172
US Bancorp
Minnesota
$4.92M -$371K -4,005 -7%
MA
173
Mutual Advisors
Nebraska
$4.9M +$232K +2,480 +5%
VA
174
Valmark Advisers
Ohio
$4.84M +$513K +5,539 +12%
SS
175
Sunbelt Securities
Texas
$4.8M +$375K +4,049 +8%
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