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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 %
B
176
Bailard
California
$4.09M +$145K +1,521 +4%
WMP
177
Wealth Management Partners
Arizona
$4.07M -$60.5K -634 -1%
IAN
178
Integrated Advisors Network
Texas
$3.94M -$1.97M -20,585 -33%
VFPW
179
Vantage Financial Partners (Wisconsin)
Wisconsin
$3.85M -$1.95M -20,453 -34%
PCA
180
Prosperity Capital Advisors
Ohio
$3.84M +$701K +7,341 +22%
CAM
181
Cresset Asset Management
Illinois
$3.84M -$347K -3,632 -8%
DDPIC
182
Deroy & Devereaux Private Investment Counsel
Michigan
$3.83M +$85.9K +900 +2%
FM
183
Family Management
New York
$3.77M -$94.4K -989 -2%
NA
184
NewEdge Advisors
Louisiana
$3.59M +$750K +7,851 +26%
MOS
185
MGO One Seven
Ohio
$3.53M +$193K +2,023 +6%
DP
186
Denver PWM
Colorado
$3.51M -$131K -1,369 -4%
LRIA
187
Leonard Rickey Investment Advisors
Washington
$3.47M -$163K -1,706 -4%
EWA
188
EP Wealth Advisors
California
$3.47M -$34.1K -357 -1%
GP
189
Greenline Partners
New York
$3.4M – – –
PPW
190
Presilium Private Wealth
Pennsylvania
$3.39M -$88.3K -925 -3%
RFN
191
RDA Financial Network
Iowa
$3.37M +$88.2K +924 +3%
WPWM
192
Windward Private Wealth Management
Kansas
$3.33M -$41K -429 -1%
SWP
193
Summit Wealth Partners
Florida
$3.29M +$49K +513 +2%
P
194
&Partners
Tennessee
$3.23M +$1.21M +12,650 +60%
HWA
195
Hilltop Wealth Advisors
North Carolina
$3.21M -$55.9K -585 -2%
OC
196
Oppenheimer & Co
New York
$3.04M +$38.4K +402 +1%
FPAS
197
Focus Partners Advisor Solutions
Missouri
$3.01M -$214K -2,244 -7%
SF
198
Summit Financial
New Jersey
$3M -$53.9K -564 -2%
SWC
199
Spectrum Wealth Counsel
Indiana
$2.91M +$1.12M +11,706 +62%
EWM
200
Endowment Wealth Management
Wisconsin
$2.73M +$388K +4,067 +17%
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