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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.

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
1
Bank of America
North Carolina
$6.63B
2
Raymond James Financial
2
Raymond James Financial
Florida
$131M
3
Morgan Stanley
3
Morgan Stanley
New York
$857M
4
AOI
4
Auto-Owners Insurance
Michigan
$125M
5
LPL Financial
5
LPL Financial
California
$1.28B

Top Sellers

1
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$333M
2
MFG
2
Merit Financial Group
Georgia
$167M
3
Corient Private Wealth
3
Corient Private Wealth
Florida
$29.1M
4
VWM
4
Venturi Wealth Management
Texas
$64.4M
5
BTI
5
Blue Trust Inc
Georgia
$431M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$6.63B 71,600,707 +6,014,153 +9%
LPL Financial
2
LPL Financial
California
$1.28B 13,821,490 +469,411 +4%
Morgan Stanley
3
Morgan Stanley
New York
$857M 9,254,282 +619,482 +7%
BTI
4
Blue Trust Inc
Georgia
$431M 4,654,639 -260,168 -5%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$408M 4,411,105 +204,365 +5%
Jones Financial Companies
6
Jones Financial Companies
Missouri
$399M 4,306,885 +422,706 +11%
S
7
SignatureFD
Georgia
$397M 4,287,021 -21,345 -0.5%
Koshinski Asset Management
8
Koshinski Asset Management
Illinois
$333M 3,595 -626 -15%
AL
9
Aspiriant LLC
California
$302M 3,266,064 +396,158 +14%
KIM
10
Kestra Investment Management
Texas
$239M 2,586,389 +265,001 +11%
JPMorgan Chase & Co
11
JPMorgan Chase & Co
New York
$183M 1,976,810 +114,337 +6%
MFG
12
Merit Financial Group
Georgia
$167M 1,803,053 -563,545 -24%
UBS Group
13
UBS Group
Switzerland
$152M 1,642,184 +16,953 +1%
BlackRock
14
BlackRock
New York
$147M 1,586,273 +118,506 +8%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$142M 1,533,532 +76,846 +5%
Raymond James Financial
16
Raymond James Financial
Florida
$131M 1,413,157 +1,413,157 New
AOI
17
Auto-Owners Insurance
Michigan
$125M 1,354,000 +490,000 +57%
Wells Fargo
18
Wells Fargo
California
$122M 1,313,948 +80,483 +7%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$105M 1,131,772 +97,865 +9%
William Blair & Company
20
William Blair & Company
Illinois
$100M 1,079,686 -79,074 -7%
MWM
21
Modera Wealth Management
New Jersey
$91.4M 986,881 +10,642 +1%
BEI
22
Benjamin Edwards Inc
Missouri
$81.6M 881,337 +47,141 +6%
CNBT
23
Canandaigua National Bank & Trust
New York
$66.7M 720,703 +22,333 +3%
Carson Wealth (CWM LLC)
24
Carson Wealth (CWM LLC)
Nebraska
$64.4M 696,069 -5,157 -0.7%
VWM
25
Venturi Wealth Management
Texas
$64.4M 695,222 -340,809 -33%
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