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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 %
Bank of America
1
Bank of America
North Carolina
$5.58B +$288M +3,271,980 +5%
LPL Financial
2
LPL Financial
California
$1.14B +$56.2M +637,572 +5%
Morgan Stanley
3
Morgan Stanley
New York
$756M +$40.2M +455,977 +6%
BTI
4
Blue Trust Inc
Georgia
$416M -$3.03M -33,482 -0.7%
S
5
SignatureFD
Georgia
$376M +$2.47M +28,060 +0.7%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$365M +$26.3M +298,653 +8%
Jones Financial Companies
7
Jones Financial Companies
Missouri
$309M +$38.1M +431,814 +14%
AL
8
Aspiriant LLC
California
$252M +$9.28M +105,292 +4%
MFG
9
Merit Financial Group
Georgia
$229M +$22.9M +259,910 +11%
JPMorgan Chase & Co
10
JPMorgan Chase & Co
New York
$145M +$363K +4,122 +0.3%
UBS Group
11
UBS Group
Switzerland
$144M -$1.69M -19,206 -1%
KIM
12
Kestra Investment Management
Texas
$134M +$134M +1,515,349 New
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$126M +$232K +2,637 +0.2%
BlackRock
14
BlackRock
New York
$120M +$10M +113,534 +9%
Wells Fargo
15
Wells Fargo
California
$107M +$3.04M +34,476 +3%
William Blair & Company
16
William Blair & Company
Illinois
$103M +$321K +3,637 +0.3%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$87.4M +$16.7M +188,938 +24%
MWM
18
Modera Wealth Management
New Jersey
$86M -$168K -1,911 -0.2%
AOI
19
Auto-Owners Insurance
Michigan
$76M – – –
RJFSA
20
Raymond James Financial Services Advisors
Florida
$69M +$3.1M +35,208 +5%
BFEC
21
Benjamin F. Edwards & Company
Missouri
$68.2M +$319K +3,616 +0.5%
Focus Partners Wealth
22
Focus Partners Wealth
Massachusetts
$67.5M +$34.6M +392,642 +105%
Corient Private Wealth
23
Corient Private Wealth
Florida
$64.3M -$261K -2,968 -0.4%
Carson Wealth (CWM LLC)
24
Carson Wealth (CWM LLC)
Nebraska
$64M -$7.07M -80,262 -10%
Goldman Sachs
25
Goldman Sachs
New York
$62.4M -$2.92M -33,142 -4%
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