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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.

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 Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$6.26B 65,586,554 +2,289,914 +4%
LPL Financial
2
LPL Financial
California
$1.27B 13,352,079 +417,635 +3%
Morgan Stanley
3
Morgan Stanley
New York
$825M 8,634,800 +55,359 +0.6%
BTI
4
Blue Trust Inc
Georgia
$433M 4,914,807 +309,675 +7%
S
5
SignatureFD
Georgia
$411M 4,308,366 +37,546 +0.9%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$402M 4,206,740 +69,300 +2%
Jones Financial Companies
7
Jones Financial Companies
Missouri
$370M 3,884,179 +380,220 +11%
AL
8
Aspiriant LLC
California
$274M 2,869,906 +9,507 +0.3%
MFG
9
Merit Financial Group
Georgia
$226M 2,366,598 -236,304 -9%
KIM
10
Kestra Investment Management
Texas
$222M 2,321,388 +806,039 +53%
JPMorgan Chase & Co
11
JPMorgan Chase & Co
New York
$178M 1,862,473 +219,149 +13%
UBS Group
12
UBS Group
Switzerland
$155M 1,625,231 -10,170 -0.6%
BlackRock
13
BlackRock
New York
$140M 1,467,767 +104,634 +8%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$139M 1,456,686 +22,368 +2%
Wells Fargo
15
Wells Fargo
California
$118M 1,233,465 +15,112 +1%
William Blair & Company
16
William Blair & Company
Illinois
$111M 1,158,760 -12,245 -1%
VWM
17
Venturi Wealth Management
Texas
$98.9M 1,036,031 +377,456 +57%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$98.7M 1,033,907 +42,424 +4%
MWM
19
Modera Wealth Management
New Jersey
$93.2M 976,239 +545 +0.1%
AOI
20
Auto-Owners Insurance
Michigan
$82.4M 864,000 – –
BEI
21
Benjamin Edwards Inc
Missouri
$79.7M 834,196 +826,482 +10,714%
Corient Private Wealth
22
Corient Private Wealth
Florida
$77.6M 813,134 +82,327 +11%
RJFSA
23
Raymond James Financial Services Advisors
Florida
$76.6M 801,918 +19,313 +2%
HighTower Advisors
24
HighTower Advisors
Illinois
$73M 764,355 +123,805 +19%
Carson Wealth (CWM LLC)
25
Carson Wealth (CWM LLC)
Nebraska
$67M 701,226 -24,614 -3%
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