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iShares Core S&P US Value ETF
IUSV

Overview Fund Activity

721 hedge funds and large institutions have $16.1B invested in iShares Core S&P US Value ETF in 2025 Q1 according to their latest regulatory filings, with 60 funds opening new positions, 283 increasing their positions, 212 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
721
Holders Change
+5
Holders Change %
+0.7%
% of All Funds
9.79%
Holding in Top 10
51
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.69%
New
60
Increased
283
Reduced
212
Closed
37
Calls
$277K
Puts
–
Net Calls
+$277K
Net Calls Change
+$8K

Top Buyers

1
CM
Churchill Management
California
+$173M
2
LPL Financial
LPL Financial
California
+$56.5M
3
Bank of America
Bank of America
North Carolina
+$56.1M
4
MFG
Merit Financial Group
Georgia
+$56M
5
Jones Financial Companies
Jones Financial Companies
Missouri
+$47.9M

Top Sellers

1
AOI
Auto-Owners Insurance
Michigan
-$78.4M
2
EAM
Empirical Asset Management
Massachusetts
-$25.5M
3
AP
Americana Partners
Texas
-$25.2M
4
Bank Julius Baer & Co
Bank Julius Baer & Co
Switzerland
-$18.5M
5
CIM
Confluence Investment Management
Missouri
-$17.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
LPP
226
Life Planning Partners
Florida
$2.26M – – –
MSAM
227
Moloney Securities Asset Management
Missouri
$2.24M +$23.7K +257 +1%
PFS
228
Prospera Financial Services
Texas
$2.23M +$29.6K +321 +1%
PPW
229
Presilium Private Wealth
Pennsylvania
$2.22M -$1.08M -11,746 -33%
SPIA
230
Steward Partners Investment Advisory
New York
$2.22M -$19.9K -216 -0.9%
RIA
231
Regal Investment Advisors
Michigan
$2.21M -$4.52K -49 -0.2%
IC
232
IEQ Capital
California
$2.19M +$1.6M +17,342 +272%
SLA
233
Silver Lake Advisory
Utah
$2.17M +$74.2K +804 +4%
MWS
234
MFA Wealth Services
California
$2.12M +$236K +2,557 +13%
VA
235
VestGen Advisors
Illinois
$2.12M +$2.12M +22,922 New
PTC
236
Private Trust Company
Ohio
$2.1M -$31.7K -343 -1%
XPN
237
XY Planning Network
Montana
$2.1M +$3.14K +34 +0.1%
WWM
238
Western Wealth Management
Colorado
$2.1M -$32.6K -353 -2%
Deutsche Bank
239
Deutsche Bank
Germany
$2.09M -$1.01M -10,982 -33%
NAS
240
NWF Advisory Services
California
$2.06M -$85K -921 -4%
MA
241
Montag & Associates
Georgia
$2.06M +$58.2K +631 +3%
WANY
242
Wealthspire Advisors (New York)
New York
$2.04M +$1.18M +12,826 +138%
CAG
243
Crestwood Advisors Group
Massachusetts
$2.02M -$4.34K -47 -0.2%
CFA
244
Cahill Financial Advisors
Minnesota
$2.01M +$7.38K +80 +0.4%
TRCT
245
Tower Research Capital (TRC)
New York
$1.99M +$1.99M +20,136 +251,700%
CG
246
Caprock Group
Idaho
$1.98M -$75.9K -822 -4%
CPW
247
Catalyst Private Wealth
California
$1.94M -$272K -2,951 -12%
FFA
248
Farther Finance Advisors
California
$1.94M +$251K +2,727 +15%
LFS
249
Legacy Financial Strategies
Kansas
$1.91M – – –
IAN
250
Integrated Advisors Network
Texas
$1.88M -$5.13M -55,629 -73%
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