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iShares Core S&P US Value ETF
IUSV

Overview Fund Activity

717 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 57 funds opening new positions, 256 increasing their positions, 238 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
717
Holders Change
-4
Holders Change %
-0.55%
% of All Funds
9.62%
Holding in Top 10
49
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.92%
% of All Funds
0.66%
New
57
Increased
256
Reduced
238
Closed
47
Calls
$284K
Puts
–
Net Calls
+$284K
Net Calls Change
+$7K

Top Buyers

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

Top Sellers

1
CM
Churchill Management
California
$0
2
VWM
Venturi Wealth Management
Texas
$39.2M
3
BlackRock
BlackRock
New York
$81.7M
4
Corient Private Wealth
Corient Private Wealth
Florida
$43.1M
5
Mercer Global Advisors
Mercer Global Advisors
Colorado
$8.68M
Name Holding Trade Value Shares
Change 		Shares
Change %
SPIA
226
Steward Partners Investment Advisory
New York
$2.28M +$5.3K +56 +0.2%
VFPW
227
Vantage Financial Partners (Wisconsin)
Wisconsin
$2.26M -$1.6M -16,880 -41%
RIA
228
Regal Investment Advisors
Michigan
$2.26M – – –
CSS
229
Cubist Systematic Strategies
Connecticut
$2.25M +$2.25M +23,745 New
MWS
230
MFA Wealth Services
California
$2.24M +$64.2K +678 +3%
M
231
MATAURO
New York
$2.22M -$119K -1,255 -5%
GWM
232
Geneos Wealth Management
Colorado
$2.2M -$2.3M -24,318 -51%
SLA
233
Silver Lake Advisory
Utah
$2.19M -$36.1K -382 -2%
PTC
234
Private Trust Company
Ohio
$2.19M +$30.7K +324 +1%
Kovitz Investment Group Partners
235
Kovitz Investment Group Partners
Illinois
$2.17M -$1.04M -11,015 -32%
CAG
236
Crestwood Advisors Group
Massachusetts
$2.16M +$90.9K +961 +4%
VA
237
VestGen Advisors
Illinois
$2.14M -$28K -296 -1%
XPN
238
XY Planning Network
Montana
$2.13M -$24K -254 -1%
RWP
239
RWA Wealth Partners
Massachusetts
$2.09M +$332K +3,511 +19%
CFA
240
Cahill Financial Advisors
Minnesota
$2.07M +$8.42K +89 +0.4%
WANY
241
Wealthspire Advisors (New York)
New York
$2.05M -$42.4K -448 -2%
MOS
242
MGO One Seven
Ohio
$2.01M -$1.91M -20,222 -49%
GIM
243
Glenmede Investment Management
Pennsylvania
$1.98M +$1.98M +20,918 New
LFS
244
Legacy Financial Strategies
Kansas
$1.96M – – –
Susquehanna International Group
245
Susquehanna International Group
Pennsylvania
$1.93M -$2.5M -26,393 -56%
SPI
246
Sutton Place Investors
New York
$1.92M +$8.9K +94 +0.5%
OSAM
247
O'Shaughnessy Asset Management
Connecticut
$1.88M +$1.14M +12,023 +154%
FFA
248
Farther Finance Advisors
California
$1.87M -$120K -1,267 -6%
TPW
249
TL Private Wealth
Texas
$1.87M -$18.4K -193 -1%
WWM
250
Western Wealth Management
Colorado
$1.87M -$282K -2,980 -13%
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