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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 %
PWM
176
Perigon Wealth Management
California
$4.67M +$40.8K +436 +0.9%
EFM
177
Eley Financial Management
Vermont
$4.64M -$111K -1,202 -2%
BCG
178
Breakwater Capital Group
New Jersey
$4.64M -$60.2K -650 -1%
FWP
179
Forefront Wealth Partners
Texas
$4.64M +$4.64M +50,069 New
AMG
180
Asset Management Group
Connecticut
$4.38M +$24.8K +268 +0.6%
IAA
181
Independent Advisor Alliance
North Carolina
$4.34M +$4.34M +46,916 New
M&T Bank
182
M&T Bank
New York
$4.31M -$895K -9,671 -17%
RSWM
183
Robertson Stephens Wealth Management
California
$4.31M -$3.34M -36,115 -44%
HNB
184
Huntington National Bank
Ohio
$4.23M -$996K -10,433 Closed
CAM
185
Cresset Asset Management
Illinois
$4.06M +$334K +3,608 +9%
NA
186
NewEdge Advisors
Louisiana
$3.96M +$479K +5,173 +14%
B
187
Bailard
California
$3.86M -$109K -1,182 -3%
VFPW
188
Vantage Financial Partners (Wisconsin)
Wisconsin
$3.81M +$79.3K +856 +2%
DDPIC
189
Deroy & Devereaux Private Investment Counsel
Michigan
$3.73M +$23K +248 +0.6%
WMP
190
Wealth Management Partners
Arizona
$3.67M -$281K -3,031 -7%
PCA
191
Prosperity Capital Advisors
Ohio
$3.62M -$109K -1,180 -3%
MOS
192
MGO One Seven
Ohio
$3.6M +$177K +1,909 +5%
P
193
&Partners
Tennessee
$3.56M +$421K +4,532 +13%
EWA
194
EP Wealth Advisors
California
$3.5M +$130K +1,409 +4%
Kovitz Investment Group Partners
195
Kovitz Investment Group Partners
Illinois
$3.46M +$1.81M +19,515 +109%
WWM
196
WJ Wealth Management
Arizona
$3.43M -$1.79M -19,284 -34%
SOS
197
Silver Oak Securities
Tennessee
$3.4M -$2.52M -27,187 -43%
SWP
198
Summit Wealth Partners
Florida
$3.37M +$185K +1,994 +6%
LRIA
199
Leonard Rickey Investment Advisors
Washington
$3.32M -$47.3K -511 -1%
PPW
200
Presilium Private Wealth
Pennsylvania
$3.31M +$22.7K +245 +0.7%
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