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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 %
FCM
201
Family Capital Management
Michigan
$2.72M +$264K +2,762 +11%
ACA
202
Atlas Capital Advisors
Wyoming
$2.72M – – –
Cerity Partners
203
Cerity Partners
New York
$2.66M +$38.3K +401 +1%
GPA
204
Guidance Point Advisors
Massachusetts
$2.66M -$31.8K -333 -1%
Renaissance Technologies
205
Renaissance Technologies
New York
$2.63M +$2.63M +27,500 New
PTC
206
Private Trust Company
Ohio
$2.62M -$62.3K -652 -2%
NWWA
207
New Wave Wealth Advisors
Arkansas
$2.59M +$22.3K +234 +0.9%
HOWA
208
Heritage Oak Wealth Advisors
Florida
$2.59M +$2.59M +27,115 New
Citigroup
209
Citigroup
New York
$2.59M -$23.4K -245 -0.9%
SWM
210
Sterling Wealth Management
Illinois
$2.52M -$36.5K -382 -1%
EIC
211
Equity Investment Corp
Georgia
$2.52M -$325K -3,404 -11%
WAOI
212
Wealth Advisors of Iowa
Iowa
$2.45M +$2.45M +25,621 New
ZIC
213
ZWJ Investment Counsel
Georgia
$2.41M +$6.3K +66 +0.3%
SPIA
214
Steward Partners Investment Advisory
New York
$2.37M +$148K +1,545 +7%
ES
215
Eagle Strategies
New York
$2.37M -$129K -1,354 -5%
Deutsche Bank
216
Deutsche Bank
Germany
$2.35M +$706K +7,390 +43%
LPP
217
Life Planning Partners
Florida
$2.34M – – –
VFIC
218
Valley Forge Investment Consultants
Pennsylvania
$2.34M -$38.7K -405 -2%
BBL
219
Beck Bode LLC
Massachusetts
$2.33M -$731K -7,659 -24%
RIA
220
Regal Investment Advisors
Michigan
$2.33M -$130K -1,357 -5%
EGM
221
Engineers Gate Manager
New York
$2.33M +$366K +3,831 +19%
PFS
222
Prospera Financial Services
Texas
$2.31M -$93.7K -981 -4%
CPW
223
Catalyst Private Wealth
California
$2.25M +$9.93K +104 +0.4%
MWM
224
Modern Wealth Management
Kansas
$2.24M +$109K +1,140 +5%
WWM
225
Western Wealth Management
Colorado
$2.24M +$96.4K +1,010 +5%
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