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iShares Core S&P US Value ETF
IUSV

Overview Fund Activity

714 hedge funds and large institutions have $16.9B invested in iShares Core S&P US Value ETF in 2025 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 256 increasing their positions, 236 reducing their positions, and 47 closing their positions.

Holders
714
Holders Change
-7
Holders Change %
-0.97%
% of All Funds
9.59%
Holding in Top 10
49
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.92%
% of All Funds
0.66%
New
56
Increased
256
Reduced
236
Closed
47
Calls
$284K
Puts
–
Net Calls
+$284K
Net Calls Change
+$7K

Top Buyers

1
KIM
1
Kestra Investment Management
Texas
$543M
2
Bank of America
2
Bank of America
North Carolina
$7.04B
3
Jones Financial Companies
3
Jones Financial Companies
Missouri
$537M
4
LPL Financial
4
LPL Financial
California
$1.44B
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$497M

Top Sellers

1
CM
1
Churchill Management
California
$0
2
VWM
2
Venturi Wealth Management
Texas
$39.2M
3
BlackRock
3
BlackRock
New York
$81.7M
4
Corient Private Wealth
4
Corient Private Wealth
Florida
$43.1M
5
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$8.68M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$7.04B 74,402,651 +2,194,422 +3%
LPL Financial
2
LPL Financial
California
$1.44B 15,189,334 +755,216 +5%
Morgan Stanley
3
Morgan Stanley
New York
$853M 9,016,283 -163,699 -2%
KIM
4
Kestra Investment Management
Texas
$543M 5,804,394 +3,036,844 +110%
Jones Financial Companies
5
Jones Financial Companies
Missouri
$537M 5,698,055 +866,690 +18%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$497M 5,252,441 +653,023 +14%
BTI
7
Blue Trust Inc
Georgia
$460M 4,856,346 +75,058 +2%
S
8
SignatureFD
Georgia
$424M 4,483,865 +23,385 +0.5%
AL
9
Aspiriant LLC
California
$338M 3,576,178 +48,993 +1%
MFG
10
Merit Financial Group
Georgia
$217M 2,288,487 -120,976 -5%
JPMorgan Chase & Co
11
JPMorgan Chase & Co
New York
$196M 2,072,304 +42,405 +2%
UBS Group
12
UBS Group
Switzerland
$152M 1,606,861 -12,656 -0.8%
Raymond James Financial
13
Raymond James Financial
Florida
$142M 1,505,339 +89,419 +6%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$132M 1,389,971 -224,883 -14%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$130M 1,375,617 +75,560 +6%
MWM
16
Modera Wealth Management
New Jersey
$119M 1,261,168 +247,850 +24%
Wells Fargo
17
Wells Fargo
California
$107M 1,133,601 -184,858 -14%
William Blair & Company
18
William Blair & Company
Illinois
$99.3M 1,049,440 -88,757 -8%
BEI
19
Benjamin Edwards Inc
Missouri
$95.9M 1,013,017 +40,926 +4%
AOI
20
Auto-Owners Insurance
Michigan
$81.8M 864,000 +350,200 +68%
BlackRock
21
BlackRock
New York
$81.7M 863,674 -776,074 -47%
CNBT
22
Canandaigua National Bank & Trust
New York
$77.5M 818,997 +18,330 +2%
PS
23
Principal Securities
Iowa
$69.4M 733,140 +396,094 +118%
Natixis Advisors
24
Natixis Advisors
Massachusetts
$68.1M 719,348 +90,567 +14%
Carson Wealth (CWM LLC)
25
Carson Wealth (CWM LLC)
Nebraska
$63.9M 675,733 -11,140 -2%
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