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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 %
GP
201
Greenline Partners
New York
$3.3M – – –
RFN
202
RDA Financial Network
Iowa
$3.29M +$30.8K +333 +0.9%
SF
203
Summit Financial
New Jersey
$3.16M +$253K +2,728 +9%
HWA
204
Hilltop Wealth Advisors
North Carolina
$3.15M +$43.6K +471 +1%
FM
205
Family Management
New York
$3.15M -$504K -5,438 -14%
WPWM
206
Windward Private Wealth Management
Kansas
$3.13M -$95.6K -1,032 -3%
EWM
207
Endowment Wealth Management
Wisconsin
$3.12M +$476K +5,140 +18%
Deutsche Bank
208
Deutsche Bank
Germany
$3.11M +$827K +8,930 +36%
DP
209
Denver PWM
Colorado
$3.1M -$309K -3,337 -9%
OC
210
Oppenheimer & Co
New York
$3.07M +$123K +1,331 +4%
FCM
211
Family Capital Management
Michigan
$3.05M +$411K +4,443 +16%
HH
212
Hilltop Holdings
Texas
$2.89M -$1.35M -14,609 -32%
Cerity Partners
213
Cerity Partners
New York
$2.79M +$212K +2,288 +8%
FPAS
214
Focus Partners Advisor Solutions
Missouri
$2.77M -$153K -1,657 -5%
NWWA
215
New Wave Wealth Advisors
Arkansas
$2.62M +$109K +1,175 +4%
Citigroup
216
Citigroup
New York
$2.6M +$88.1K +951 +4%
Citadel Advisors
217
Citadel Advisors
Florida
$2.58M +$1.17M +12,657 +83%
GPA
218
Guidance Point Advisors
Massachusetts
$2.58M +$3.89K +42 +0.2%
ACA
219
Atlas Capital Advisors
Wyoming
$2.56M -$74.1K -800 -3%
SWM
220
Sterling Wealth Management
Illinois
$2.46M +$12.2K +132 +0.5%
ES
221
Eagle Strategies
New York
$2.38M +$83.6K +903 +4%
GPI
222
General Partner Inc
Pennsylvania
$2.37M +$2.37M +25,634 New
WAOI
223
Wealth Advisors of Iowa
Iowa
$2.37M -$5K -54 -0.2%
1CP
224
17 Capital Partners
Arizona
$2.32M +$299K +3,230 +15%
CWM
225
Centricity Wealth Management
Ohio
$2.32M +$2.32M +25,061 New
7 8
9
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