IUSV icon

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 %
Tudor Investment Corp
201
Tudor Investment Corp
Connecticut
$2.44M +$2.44M +27,652 New
Cerity Partners
202
Cerity Partners
New York
$2.42M +$544K +6,171 +29%
Citigroup
203
Citigroup
New York
$2.41M +$474K +5,382 +24%
NWWA
204
New Wave Wealth Advisors
Arkansas
$2.37M +$2.37M +26,881 New
SWM
205
Sterling Wealth Management
Illinois
$2.36M +$10.6K +120 +0.5%
ES
206
Eagle Strategies
New York
$2.3M +$2.3M +26,128 New
TPW
207
TL Private Wealth
Texas
$2.29M -$5.6K -61 -0.2%
FCM
208
Family Capital Management
Michigan
$2.27M +$356K +4,041 +19%
RIA
209
Regal Investment Advisors
Michigan
$2.27M -$14.2K -161 -0.6%
GPI
210
General Partner Inc
Pennsylvania
$2.26M – – –
ZIC
211
ZWJ Investment Counsel
Georgia
$2.22M +$1.64M +18,619 +283%
Financial Engines Advisors
212
Financial Engines Advisors
California
$2.22M +$27.2K +309 +1%
PFS
213
Prospera Financial Services
Texas
$2.22M -$82.7K -938 -4%
VFIC
214
Valley Forge Investment Consultants
Pennsylvania
$2.19M -$93.6K -1,062 -4%
EWM
215
Endowment Wealth Management
Wisconsin
$2.16M +$342K +3,884 +19%
LPP
216
Life Planning Partners
Florida
$2.16M -$20.2K -229 -0.9%
MSAM
217
Moloney Securities Asset Management
Missouri
$2.11M – – –
CPW
218
Catalyst Private Wealth
California
$2.07M -$45.7K -518 -2%
GWM
219
Geneos Wealth Management
Colorado
$2.06M -$2.91K -33 -0.1%
SPIA
220
Steward Partners Investment Advisory
New York
$2.06M +$41.7K +473 +2%
WWM
221
Western Wealth Management
Colorado
$1.98M -$14.6K -166 -0.7%
MWM
222
Modern Wealth Management
Kansas
$1.97M +$110K +1,245 +6%
SLA
223
Silver Lake Advisory
Utah
$1.93M +$108K +1,226 +6%
MA
224
Montag & Associates
Georgia
$1.91M -$432K -4,898 -18%
Northern Trust
225
Northern Trust
Illinois
$1.91M +$722K +8,191 +61%
7 8
9
10 11